Component Catalog

Copy the fields that matter — titles, references, categories and aspect data — from one work item to another in a single drag-and-drop mapping session. Excel-style expressions handle the tricky transformations, with no custom workflow code.

Compares any two workflow dates and writes the gap as plain English. Configurable per-instance.

See a case's FirstAML compliance position at a glance — on the compliance file and the client record at the same time. Status refreshes itself while checks run and surfaces the next step for each individual, so risk teams never chase a stale answer.

Cross-matter portfolio dashboard for the user's home page. Every active SLA across every matter the user owns or watches, in one filterable view. The aggregator that turns 40 matter-page-glances into one /me-page glance.

Search Sharedo's Operational Data Store for a person/organisation by any combination of email / phone / first / last name. Multi-channel scoring picks the best match. Three outlets: found / notFound / failed. Useful for inbound enquiry de-duplication, CTI screen-pop reconciliation, referral pre-fill.

A complete add · load · remove lifecycle for Sharedo Key Date reminders, with the metadata the OOB action is missing.

Calm-when-silent traffic-light pill row of upcoming Key Dates on a matter — green when comfortable, amber when approaching, red when overdue. Holiday-aware working-day arithmetic; hover for parent-matter context.

Support-page widget listing every active workflow execution on the current work item with auto-refresh (5s while live), filter chips, expand for sub-processes, and a cancel control. Closes the OOB "where did my workflow get to?" gap.