Total Firms
{{ overview.total_firms }}
Active Firms
{{ overview.active_firms }}
Pending Invites
{{ overview.pending_invites }}
Platform SMTP
{% if overview.smtp.configured and overview.smtp.active %}Ready{% else %}Needs Setup{% endif %}
{{ overview.smtp.message }}
Service Catalogue
{{ overview.service_count }}
{{ overview.active_service_count }} active services
Default Task Templates
{{ overview.default_task_count }}
{{ overview.due_rule_count }} due-date rules
Storage Used
{{ overview.storage.used_display }}
Branding files: {{ overview.storage.branding_file_count }}
Inactive Firms
{{ overview.inactive_firms }}
Use Firms tab for details
Create Firm Wizard

Create tenant, branch, Firm Admin, employee link and invite.

Platform SMTP

Configure system email for invites and platform notifications.

Reports Centre

Open setup, SMTP, storage and audit report cards.