Your practice portfolio
Custodio Legal
Video tutorials in Spanish
These walkthroughs show the complete flow in the Spanish interface.
A plain-language checkup of the whole firm: which fronts need your attention today.
Before you start
- Owners and lawyers open it, if the firm’s plan includes this feature.
- Everyone sees the checkup over the matters their role can list: a lawyer sees their own, a partner sees the whole firm.
Step by step
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Go to Firm check-up from the sidebar.
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Read the verdict: one sentence saying whether your firm is in order or how many fronts need attention.
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Tap a tile with a figure to jump to its section: risk concentration, stalled matters, repeated workloads, incomplete intelligence, or team decisions. A tile marked “In order” has no section to open.
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Inside a section, open its detail to move from the chart to the groups. Expand the supporting matters to see their files.
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Open a matter from the list and check the evidence before acting.
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These figures do not call an AI provider. If your plan includes an interpreted reading, its generation button opens a confirmation: it uses monthly credits. Cancel closes the dialog without generating a reading.
How you know it worked
Every tile with findings links to its section, and opening a matter from a list takes you straight to its file.
If something goes wrong
| What you see | What happened | What to do |
|---|---|---|
| The link is visible, but access is denied | Your plan or role does not enable the feature; a link is not permission | Check capabilities with the owner from your practice and your plan |
| “This month’s AI quota is already spent” | There’s no quota left to ask for the interpretation | Wait for next month, or expand your quota |
| A matter you know exists doesn’t show up in any figure | Your role doesn’t see it, or it’s healthy on that dimension | Same rule as “My matters”: each role only counts what it can list |