Attorney Hub - Payton: Session Export + Agent Handoff

Date: 2026-05-13

Org: samaguiarinjurylawyers2.my.salesforce.com (Org Id 00D5e000005AnDpEAK)

CLI alias: LITIFY_TEMP (Windows machine, Sam's)

Local repo: C:\Users\SAguiar\Documents\Projects\litify-hubs\sfdx

Canonical app page: /lightning/n/Attorney_Hub_Payton

What Was Built This Session

The Overview tab of Attorney_Hub_Payton is live and deployed to production. It includes:

• Snapshot cards — New Cases (MTD / R30 / YTD), Gross Recovery (MTD / R30 / YTD), Fees Collected (R30), Settled Matters (YTD), Reviews (R30 / YTD)
• Stage queue strip — Open Cases, Resolution Queue, Escrow Aging, Checks Pending, Roundtable
• Risk radar — SOL Under 4 Months, Demand 30+ No Offer, Discovery Requests 30+ No Production, Overdue Treatment Calls
• New Cases by Month chart — SVG bar chart, prior year vs current year
• Source mix table — Matters YTD grouped by source type with inline bars
• File and treatment readiness — Treatment $100k+, $50k+, $20k+, 60 days no treatment, Missing Coverage, Missing Employer, No Injury Photos, No PD Photos, At-Risk BI Offers Under $15k, At-Risk Treating Cases $25k+
• Reports rail — sidebar links to every source report

Files deployed:

• force-app/main/default/lwc/attorneyHubPaytonOverview/ (HTML + JS + CSS + meta)
• force-app/main/default/classes/AttorneyHubPaytonController.cls (+ test)
• force-app/main/default/flexipages/Attorney_Hub_Payton.flexipage-meta.xml (tab order fixed)