Avina.
Operational · Live cases · Kelly

The operating hub.

Your live working surface. Client engagements, the case-management methodology, quick capture, billing, and the AI council — everything for the day-to-day, in one calm place.

Active engagements
4
+1 this month
Follow-ups due
7
this week
In intake
2
awaiting family
Billing open
$38k
QuickBooks · connect

Client portal

LIVE ENGAGEMENTS

Working tools

Recent activity
Daily reflection logged — Erin W.
2h ago
Family briefing scheduled — Carol
Yesterday
Intake call completed — new enquiry
2 days ago
Invoice sent — engagement #1042
3 days ago
Follow-ups due
Weekly briefing — Carol Webb
Sunday
Daily check-in — Blair D.
Today
Invoice #2 — Marcus R.
Overdue 2d
Intake review — Talia S.
Tomorrow

Quick Capture

General · saved on this device
📝 Note
📞 Call
🪞 Reflection
⚖ Decision
⚑ Risk
Saved locally
Ask Avina
● Council · 3 models