Dashboard

Purpose

The dashboard gives a quick view of workload, recent activity, and document review status.

What You Can See

• Total clients.
• Total applications.
• Application totals for each workflow stage.
• Total documents.
• Total contacts or leads.
• Pending document reviews.
• Recent clients.
• Recent applications.
• Recent documents.
• Documents grouped by status.

Customize The Dashboard

Use the dashboard preferences control to show or hide stats and widgets. Preferences are saved per user.

The Applications card shows the overall total. Select View more details to expand counts for Intake, Document Collection, Review, Lodged, Awaiting Decision, and Closed. Select the arrow to open the full Applications list.

Good Practice

Use the dashboard at the start of the day to identify pending document reviews, recently changed matters, and applications that need attention.