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Legal Matter Dashboard

Custom dashboards for your legal matters mean you can see everything important about the legal matter in one place and on one page.

Default legal matter dashboard:

  • Key matter information

  • Upcoming events

  • Tasks

  • Key documents

  • Financial summary

  • Client agreement summary of scope, services and disbursements.

  • Fee tracking

  • Invoice and billing at a glance

  • Issues

Your practice and users can customise legal matter dashboards and customise data for each legal matter to ensure your quality control workflow and process is followed in an easy and customisable interface.

Custom dashboards for your legal matters put everything important about a case right at your fingertips—all on a single, intuitive page.


Whether you call it a case summary, a matter dashboard, or simply your go-to overview, the real value lies in functionality: your team gains instant access to critical information in one centralised location. This boosts memory recall, drives higher productivity, reduces time wasted searching across systems, and helps advance legal matters more efficiently and confidently.


Check it out:

Tailor each legal matter page to perfectly match your practice's unique needs—customise based on practice area, matter type, or even specific client requirements.

Effortlessly build and adapt:

  • Custom tables to track specialised data points

  • Tailored questionnaires for intake, due diligence, or progress checks

  • Automated or manual task lists aligned with your firm's proven processes and workflows


Go further with advanced personalisation: add custom fields, rearrange widgets, incorporate visual elements like progress trackers or key metrics charts, and configure views that highlight what matters most—deadlines, financial summaries, document status or team assignments.


The result? A powerful, fully customisable hub that transforms how your practice manages cases—turning scattered details into prioritised and tightly coupled actionable insights, streamlining daily operations, and empowering everyone to work smarter on what truly advances the matter.


Elevate your practice with a system designed around your way of practicing law.

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