The Dashboard is your home page after you sign in. It gives a quick view of your practice and shortcuts to common tasks.

What you'll see

  • A greeting: "Welcome back, {first name}".
  • Four cards: Active cases, Clients, Tracked hours and Outstanding.
  • Recent cases: your six latest cases, with View all to see the full list.
  • Quick actions: Add a client, Open a new case and Log time.

Tips

  • The Open cases button in the header takes you to your cases.