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Dashboard Overview
Understand your dashboard and get insights into your practice at a glance.
Dashboard Sections
Your dashboard provides a comprehensive view of your practice with several key widgets:
📊 Quick Stats
At the top of your dashboard, you'll see key metrics including:
- Total Clients - Number of active clients in your system
- Open Matters - Cases currently in progress
- Pending Invoices - Invoices awaiting payment
- Upcoming Events - Scheduled meetings and court dates
📅 Upcoming Events
See your upcoming appointments, court dates, and deadlines. Events are color-coded by type:
- Court hearings
- Client meetings
- Filing deadlines
- Internal meetings
💰 Revenue Overview
Track your financial performance with a visual chart showing:
- Monthly revenue trends
- Outstanding amounts
- Payment collection rates
🔔 Recent Activity
Stay updated on the latest actions in your CRM:
- New leads from the chat widget
- Client updates
- Invoice payments received
- Team member activities
Navigation
Use the sidebar on the left to navigate between different sections:
- Dashboard - This overview page
- Clients - Manage client profiles
- Matters - Track your cases
- Calendar - Schedule and view events
- Intake Pipeline - Manage leads
- Invoices - Create and track invoices
- Conversations - View chat widget messages
- Reports - Analytics and insights
- Settings - Configure your account