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E&D
Evans & Davis Estate Planning ยท Firm Portal
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BE

Good morning, Bryan.

24 active client vaults ยท 3 items need your attention today.

Vault activation
79%
+6% this quarter
Videos recorded
61%
9 clients โ€” none yet
Docs accepted
88%
3 pending
Reviews due
8
Next 30 days
Needs attention

3 clients inactive for 60+ days

Patricia Lawson ยท Carol Henderson ยท Robert Kim

3 documents awaiting client acceptance

Sent more than 7 days ago โ€” no action yet

8 annual reviews due in the next 30 days

Consider sharing updated documents ahead of time
Client vaults
MR

Margaret Richardson

Last active today
Active
WT

William Thornton

Last active 3 days ago
Doc pending
PL

Patricia Lawson

Inactive ยท 74 days
Inactive
DM

David & Anne Monroe

Last active yesterday
Active
CH

Carol Henderson

Inactive ยท 62 days
Inactive
RK

Robert & Sue Kim

Invited โ€” not yet activated
Not activated

Vault content is private to each client โ€” signals show activity only, never content.

All clients

24 active vaults โ€” sorted by most recent activity.

Active
MR

Margaret Richardson

Last active today
Active
DM

David & Anne Monroe

Last active yesterday
Active
WT

William Thornton

Last active 3 days ago
Doc pending
Needs attention
PL

Patricia Lawson

Inactive ยท 74 days
Inactive
CH

Carol Henderson

Inactive ยท 62 days
Inactive
RK

Robert & Sue Kim

Invited โ€” not yet activated
Not activated

Vault content is private to each client โ€” signals show activity only, never content.

Share a document

Select a client and attach a document. They'll receive a notification and accept it into their vault. You'll see a confirmation signal โ€” you cannot view their vault content.

Select client
MR

Margaret Richardson

Last active today
Active
WT

William Thornton

Last active 3 days ago
Doc pending
DM

David & Anne Monroe

Last active yesterday
Active
PL

Patricia Lawson

Inactive ยท 74 days
Inactive
Document details

Client will see a notification and must accept before the document enters their vault.

Analytics

Engagement trends across all client vaults.

Activation rate
79%
โ†‘ 6% vs last quarter
Avg. completion
54%
โ†‘ 11% vs last quarter
Videos recorded
61%
Target: 80%
Doc acceptance
88%
โ†‘ 3% vs last quarter
Engagement trends
Vault activated19 of 24
At least one video recorded15 of 24
Documents accepted18 of 24
Photos uploaded11 of 24
Family members invited14 of 24