Every Monday the operations manager sees every open matter: which tasks are overdue, which have no owner, and which matters could not be checked at all. The managing partner gets one summary, and each responsible attorney gets a note that is drafted and ready for the manager to send.
The finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.