Command Center

Practice overview — engagements, contacts & outreach at a glance

Active Engagements
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Total Contacts
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Emails This Week
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Queued
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Total Pipeline
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Closed Revenue
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Avg Deal Size
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Win Rate
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Pipeline Funnel
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Service Line Performance
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Referral Attribution
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Breakdown
Engagements by Service Line
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Contacts by Role
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Revenue by Service Line
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Top Referral Sources
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Top Firms
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Engagement Activity (Last 4 Weeks)
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Engagement Trends (Last 12 Weeks)
Pipeline Value
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New Engagements / Wk
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Win Rate (4-wk rolling)
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Needs Attention
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Recent Activity
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Active Engagements

Track matters across all service lines

Total Engagements
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Active
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On Hold
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Pending
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Won
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Lost
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Win Rate
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Total Revenue (Won)
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Avg Deal Size
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Client Service Line Team Lead Status Outcome Revenue Start Date Target Date

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Pending
0
Active
0
On Hold
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Completed
0

Professional Network

Attorneys, PE sponsors, lenders, and bankers in your restructuring network

Total Contacts
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Attorneys
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PE Sponsors
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Lenders
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Bankers
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Name Firm Role Specialty Tags Engagements Contact Info Health Outreach

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Email Outreach

Staggered email campaigns at 25/day — attorneys, lenders, PE sponsors, executives

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📊 Email Engagement Analytics (last 30 days) ▼
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Open Rate
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Click Rate
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Tracked Emails
Daily Opens & Clicks
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Sent Today
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of 125 daily cap
Total Sent
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Queued
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Failed
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Held for Review
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duplicates flagged
Contacts Reached
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🕐 Scheduled Sends
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Contact Subject Scheduled Status Sent At

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Inbox

Inbound replies captured from sdavey@glassratner.com — auto-matched to contacts

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Unread
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Matched
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Unmatched
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Total Inbound
From Subject Contact Received Actions
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Settings & User Management

Manage user accounts and access roles

New User

Users
Name Email Role Added
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Roles Explained
Admin

Full CRUD access. Can manage contacts, engagements, notes, outreach, SMTP settings, and user accounts.

Viewer

Read-only access. Can view all data, reports, and analytics. Cannot create, edit, or delete records.

Email Notifications

Choose when you receive activity emails from GlassRatnerOS

Your Preferences
New Engagement Created
Get notified when a new engagement is opened
Engagement Status Changed
Get notified when an engagement's status is updated
Note Added to Engagement
Get notified when a meeting note, call log, or update is recorded
File Attachment Uploaded
Get notified when a file is attached to an engagement
Contact Linked to Engagement
Get notified when a contact is added to an engagement (off by default)
Weekly Digest Email
Monday 8AM ET — new engagements, status changes, stale alerts & outreach stats

Two-Factor Authentication

Add an extra layer of security using a TOTP authenticator app

🔐 Status Disabled
Compatible with Google Authenticator, Authy, 1Password, and any TOTP-based app.

Data Export

Download your data as CSV files or a full ZIP archive for backup and compliance

Individual Exports
Engagements
Status, service line, team lead, outcome, revenue, dates — loading…
Contacts
Firm, role, email, phone, linked engagement count — loading…
Audit Trail
Full change history — loading…
to (optional filter)

Email Templates

Reusable outreach templates with merge fields. Select a template when composing a campaign.

Your Templates
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Merge fields available: {{contact_name}} {{first_name}} {{last_name}} {{firm_name}} {{title}} {{role}}

Business Continuity Plan

Infrastructure resilience, data protection, and recovery capabilities for vendor review

GlassRatnerOS — Business Continuity Overview
🗄️ Data Availability & Backup
Primary Database: Neon PostgreSQL with automatic continuous backup and point-in-time recovery (PITR). Data is replicated across availability zones with <1 minute RPO (Recovery Point Objective). Managed database service with 99.9% uptime SLA.
Application Export: Admins can download complete data snapshots as CSV files or a full ZIP archive at any time via this Settings page. Exports include all engagements, contacts, and the complete audit trail.
Recovery Time Objective (RTO): <4 hours for full service restoration from infrastructure failure. Database point-in-time restore is available for any point within the retention window.
🔒 Security Controls
Encryption at Rest
AES-256-GCM for all sensitive credentials (SMTP passwords). Neon PostgreSQL encrypts all data at rest by default.
Encryption in Transit
TLS 1.2+ enforced on all HTTP endpoints (HTTPS-only). Database connections use SSL. SMTP uses STARTTLS (port 587).
Access Controls (RBAC)
Role-based access: Admin (full CRUD) and Viewer (read-only). All write operations require admin role. API-level enforcement — not just UI hiding.
Authentication
PBKDF2 password hashing (100k iterations, SHA-512). JWT tokens (HS256) with 7-day expiry. TOTP multi-factor authentication with AES-256-GCM encrypted secrets, single-use backup codes, and rate-limited verification.
Session Timeout
Sessions automatically expire after 30 minutes of inactivity. Activity is detected via mouse, keyboard, and click events. Expired sessions redirect to login with a notification.
Account Lockout
5 consecutive failed login attempts triggers a 15-minute account lockout. Counter resets on successful authentication. Prevents brute-force credential attacks.
Login Rate Limiting
10 attempts per IP address per 15 minutes enforced at the network level. Independent of per-account lockout — protects against distributed credential-stuffing attacks.
📋 Audit Trail & Compliance
All create, update, delete, link, and file operations are logged with entity type, entity ID, action, field-level diffs (old/new values), performing user, and timestamp. Audit logs are immutable (append-only) and exportable as CSV for external review. The audit trail covers engagements, contacts, notes, attachments, and user management.
☁️ Infrastructure & Availability
Hosting: Render (SOC 2 Type II certified cloud platform). Auto-scaling web service with zero-downtime deploys via GitHub Actions CI/CD pipeline.
Database: Neon Serverless PostgreSQL — SOC 2 Type II, automatically managed, geographically redundant.
Deploy Process: All changes reviewed via pull requests before deployment. Automated migration runs on deploy. Rollback available via GitHub Actions in <10 minutes.
🚨 Incident Response
Severity 1 (service down): Response within 1 hour, target restoration <4 hours.
Severity 2 (degraded performance): Response within 4 hours, target restoration <24 hours.
Data Recovery: Point-in-time restore to any timestamp within the database retention window. Application-level CSV exports provide an additional recovery layer independent of infrastructure providers.
GlassRatnerOS — Confidential. For internal use and authorized vendor review only.

Task Pipeline

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Total Requested
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Completed
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In Progress
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Failed
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Queued
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