Understanding Your Dashboard

Getting Started4 min read

The Dashboard is your home screen — it gives you a snapshot of your firm's activity and highlights items that need attention.

At the top of the dashboard you'll see five key metrics:

Open matters — Total active cases across the firm.
Upcoming deadlines — Deadlines due within the next 14 days.
Billable hours this month — Total hours logged by all team members in the current month.
Outstanding invoices — Number of unpaid invoices (sent or overdue).
At-risk matters — Cases where costs are approaching or exceeding the expected fee. See Managing Case Status and Workflow for profitability details.

Below the KPI cards, a chronological feed shows the latest actions across your firm:

Each entry links directly to the relevant matter, document, or invoice so you can take action immediately.

Use the dashboard shortcuts to jump straight to common tasks — creating a new matter, logging time, or scheduling an appointment.

Check your dashboard first thing each morning for a quick overview of the day's priorities.
The "at-risk matters" count is your early warning system — investigate any case flagged before it becomes unprofitable.

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