Attorney Hub Payton gap review

This is a follow-up to the production LWC conversion. The hub is now live and usable, but several categories still need deeper build work to make it an operating system rather than a visual dashboard.

Highest value remaining builds

  1. Real smart-action execution: Docrio links are currently named GenerateDoc placeholders. Live discovery shows the actual Docrio template object is likely litify_docs__Template__c, and one matching template exists: Demand Draft w/ AI Prompts. SMS-Magic template query found no birthday/status/treatment/dec/retainer template names in the first search. Next build should map exact Docrio and SMS templates, then pass template IDs instead of template names.
  2. Communication recency rollup: Today’s Prompts and Risk Radar currently use Matter LastActivityDate as the no-contact fallback. This should be replaced with a merged communication layer across Litify notes, EmailMessage, SMS-Magic, RingCentral/Dialpad/CallRail/SAIL call logs, Tasks, and case status messages.
  3. Health insurance and benefit election prompts: Matter fields exist for Health Insurance Carrier, Roundtable Health Insurance, Roundtable Benefit Election, Providers Have Health, and Client Insurance List. Live Payton open count showed 0 of 137 have Health Insurance Carrier populated, while 18 have Roundtable Health Insurance and Benefit Election populated. Renewal windows were not built.
  4. Drilldown precision: Several tiles still drill to generic list views such as Recent Matters, Recent Insurance, or Recent Requests where no curated report exists. The next pass should create exact reports/list views for each tile, especially Litigation, Missing Items, Risk Radar stale negotiation, no-contact, missing dec/PIP, missing retainer, and returning client pipeline.
  5. Missing Items trust: Dec page and retainer detection is partly file-title based. PIP detection is stronger through insurance coverages but still not a complete document truth model. This needs a Docrio/Files classification pass.
  6. Litigation depth: Litigation has useful top-level counts, but needs more real legal workflow depth: discovery response due, unanswered discovery, deposition prep, expert deadlines, mediation prep, trial order tasks, motion aging, and court-specific deadline source reports.
  7. FLS/security hardening: Controllers are with sharing, but they do not apply stripInaccessible or WITH SECURITY_ENFORCED. This is likely acceptable for the current internal permission set but should be hardened if hub access expands.
  8. Report failure transparency: Report totals currently fall back to zero on ReportManager exceptions. Better behavior would show unavailable/report access warnings so zero is not confused with a true zero.

Categories not untouched, but still thin

Negotiation: good shell and queues, needs carrier outcome trends, offer-to-demand ratio, adjuster aging, and next-best-action escalation by amount.

Litigation: the thinnest lifecycle tab after conversion.

Performance: good fee/review/cycle data, but needs targets, attorney/team benchmarks, and week-over-week trend explanations.

Opportunities: good start, still needs AI-ranked opportunity scoring and playbook-specific next actions.

Missing Items: needs the most data-trust work.

Roundtable: useful queue, but needs reviewer workload, reason taxonomy, and closed-loop outcome tracking.

Risk Radar: high-value tab, but needs the communication rollup and exact reports to be fully trustworthy.

Overview: Today’s Prompts is live, but needs real calendar/Outlook integration and richer comms history.