One dashboard for the partner. One for the way you work.

Save as many dashboards as you need and switch between them, each built from the panels you choose: recent matters, your fee sheet, the calendar, firm metrics, and your own reports as live charts.

Recent matters

Time tracking

Calendar

SMTWTFS

Reporting

Your dashboard, your way

Data: Built and hosted in Australia
Trust accounting: Law Society of NSW certified
Audit: Every action attributed

Most relevant toFor Principals & Leadership

What changes

Your firm, one screen.

Top three benefits your firm will notice.

Pin what you use

Recent matters, your fee sheet, the calendar, firm metrics and your own reports, arranged the way you work.

More than one view

Save several dashboards and switch between them, because the partner’s view of the firm and your Tuesday are not the same screen.

Reports become dashboard panels

Add any report available on the Reports page to your dashboard as a live chart.

Dashboards

The partner and the paralegal shouldn’t see the same screen.

Nobody scrolls past someone else’s numbers to find their own.

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How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Dashboards.

01/ 04

Choose the panels

See it on your own matters

Choose the panels
You choose the panels: recent matters, fee sheet summary, calendar, firm metrics, your own reports.
Arrange them your way
You arrange them the way you actually work.
Save more than one
You save it, and save others alongside it.
Switch between views
Move between dashboards built for different work or responsibilities without changing anyone else’s view.
Recorded, attributed, exportable

Dashboards FAQs

Your team has questions. We have answers.

Ask us yours

Can different people see different dashboards?

Yes. Dashboards are user-specific. Firms can also create templates that users add to their own dashboard.

What can go on a dashboard?

Recent matters, your fee sheet summary, the calendar, firm metrics, and any report available on the Reports page.

Can a dashboard be shared across a leadership team?

A dashboard remains personal to each user, but the firm can create a partners dashboard template that each partner adds to their own dashboard.

How are dashboard layouts configured?

Each user can arrange panels and customise their position and size. These changes affect only that individual user’s view.

Is there a dashboard on day one?

Yes. Dashboards are available before go-live and from day one, and are covered during leadership training.

Do our existing dashboards or saved views migrate?

They are rebuilt during onboarding rather than imported, on the live matter and ledger data that came across in the structured import. See our migration process

Platform