Front Desk Executive

Typical role assignment: staff, front_desk_executive, optionally crm_worker

The front desk is the face of the firm. ProGuard Legal has a dedicated Front Office module for everything that happens at reception.

Your daily work

Visitors

Under Front Office → Visitors, log everyone who walks in:

  1. Add visitor — name, phone, purpose, visit category, host (the employee they're here to see)
  2. Check in — records arrival time
  3. Check out — records departure time

The host employee is notified when their visitor arrives.

Visitor categories (e.g. Client, Courier, Vendor, Interview) are configured under Front Office → Visit Categories — usually by an administrator.

Dispatches

Under Front Office → Dispatches, log every outgoing delivery: couriered documents, letters, service of process. Record recipient, sender, tracking info, and status.

Reservations

Under Front Office → Reservations, manage bookings of meeting rooms, parking spots, or any other reservable office resource:

  1. Pick the office area (meeting rooms, etc. — configured under Front Office → Office Areas)
  2. Choose the time slot
  3. Book it for the person requesting

CRM involvement

If you also have crm_worker, you can read prospects, leads and contacts — useful when someone walks in asking about a case you've never heard of. You won't be able to create new clients yourself; pass that to an account manager.

Tips

  • Always check visitors out. The visitor log is also a safety record — who's in the building.
  • Keep visit categories tidy. If you notice a pattern that doesn't fit any category, ask an administrator to add one.
  • Flag unannounced visits to the host immediately through notifications.

Your key modules