Scan
Open Current Fundings. Its table and stage board show the same computed current set.
SB Legal Funding · Operating guide
Run the work.
Not the software.
Twenty is the go-forward source for every Funding. Start in Current Fundings, use the Pipeline for open work, and use tasks for anything that needs a future touch.
The operating loop
Three surfaces. One source of truth.
You do not need to use every Twenty feature. These are the surfaces that run the day.
Act
Use Current Fundings by Stage to work the current cases. Use Funding Pipeline as the supporting open-work view for In Review and Contracts Out.
Commit
If follow-up happens later, create a task. If the outcome changed, move the stage now.
The rule: no new spreadsheet rows. If a Funding exists, it exists in Twenty. Current Fundings refreshes after relevant events are processed and at the New York day boundary; it may not change instantly.
Direct entry
Add a Funding.
Use the smallest useful record. Add detail as the case develops; do not wait for perfect information.
Your checks are saved in this browser.
Money fields
Four amounts, with distinct meanings.
Client Requested, Prior Lien Amount, and Total Requested appear together on the Funding record. Approved Amount keeps its existing placement.
Keep the distinction: requested means the new ask; prior lien means the existing lien; Total Requested is the derived sum; and Approved Amount is the separately recorded approved total.
Unknown stays unknown: preserve existing financial inputs. Do not guess a missing Client Requested amount or use Approved Amount as a substitute.
Automatic maintenance: Total Requested refreshes after relevant events are processed and receives a nightly check. It may update asynchronously; do not type over it.
Stage transitions
Update the record when the work changes.
Select a moment in the lifecycle. Each action shows only the fields that matter then.
In Review
Keep the next blocker visible.
- Update Status Detail
- Record Needed From Atty
- Create a task for the next follow-up
Lender
Capture where and when it went.
- Select the Lender
- Add Lender Submission Date
- Update the current status
Contracts Out
Move the stage immediately.
- Set stage to Contracts Out
- Add Contract Out Date
- Create the contract follow-up task
Outcome
Close the loop cleanly.
- Choose Funded, Denied, or Canceled
- Add Funded Date or Outcome Reason
- Complete any open follow-up task
Navigation
Use the view that answers the question.
In the sidebar, start with Current Fundings, Current Fundings by Stage, and Master List. Find Funding Pipeline under SBLF Operations.
Current Fundings
Which current cases need a table view? The table shows Client Name, Stage, Date Received, and Source.
Funding Pipeline
What is still In Review or Contracts Out?
Current Fundings by Stage
Which current cases need a stage-board view? The cards show Client Name and Source.
Master List
Where can I review the full, unfiltered book?
Needs Attorney Info
Where are we waiting on the firm?
Contracts Out
Which agreements need follow-up?
Needs Firm Mapping
Which attorney-office labels need cleanup?
How do I find a specific case?
Press Ctrl+K on Windows or Cmd+K on Mac and type the client name. This searches across records and views. The Imported Working Sheet — 7/13 views remain available under SBLF Operations only as source references.
Operating agreement
Clear ownership keeps the CRM useful.
Kim
Owns daily Funding updates, lender movement, dates, and operational status.
Tamara
Updates the records she touches and completes assigned follow-up tasks.
Jon
Reviews Pipeline and Contracts Out; keeps relationship and referral context current.
LeAP
Owns configuration, cleanup, imports, integrations, and automation—not routine case entry.
Quick fixes
When something feels unclear.
I cannot find a Funding.
Open Current Fundings, use Master List for the unfiltered book, or press Ctrl+K on Windows / Cmd+K on Mac and search the client name. Pipeline only shows In Review and Contracts Out.
I do not know the canonical firm.
Keep the original shorthand in Attorney Office Label. Do not invent a new firm. LeAP can reconcile it safely.
I need to remember a follow-up.
Create a dated task on the Funding record. Do not bury the commitment in Status Detail or Notes.
A record is missing from Pipeline.
Pipeline only shows open work. Check Current Fundings and verify the record's Stage, Source, and relevant dates.
The sidebar or views look stale.
Hard-refresh the browser. If the issue remains, send LeAP the view name and a screenshot. Do not assume a missing shortcut means a record is missing.
Should I put this in the spreadsheet too?
No. Twenty is the go-forward source. The imported sheet remains only as a reference.
How should I add a company or person?
For a company, begin with its name, address, phone, and domain. For a person, begin with the name, linked company, email, phone, and role. Search before creating a duplicate; after saving a person, verify the linked company is still correct.
You are ready when