Active Services
{{ total_engagements or 0 }}
Services / filings
With Firm
{{ with_firm or 0 }}
Being handled
Recent Documents
{{ recent_documents|length if recent_documents else 0 }}
Latest documents
Outstanding Bills
₹ {{ '%.2f'|format(billing_outstanding_amount or 0) }}
{{ billing_open_count or 0 }} open bill(s)

Needs Your Attention

Open items where the firm may need documents, replies or confirmation from you.

View Services
{% set shown = namespace(count=0) %} {% for task in task_rows or [] %} {% if shown.count < 6 and (task.status or 'pending') in ['pending','blocked','client_pending','clarification_required','rework'] %} {% set shown.count = shown.count + 1 %}
{{ task.task_name or (task.catalogue.service_name if task.catalogue else 'Task') }}
{{ (task.status or 'pending')|replace('_',' ')|title }}{% if task.financial_year %} • FY {{ task.financial_year }}{% endif %}
Due: {{ task.internal_target_date.strftime('%d-%m-%Y') if task.internal_target_date else '-' }}
{% endif %} {% endfor %} {% if shown.count == 0 %}
No urgent action is pending from you.
{% endif %}