Dashboard Legal is more than just email and project management.
A standalone desktop dedicated to a client, case or matter just makes sense. Ditch the constant inbox search and access what you need fast and intuitively.
Emails are automatically sorted from your inbox to the designated dashboard. In your inbox view, colored tags will tell you where each email has been sorted.
By sorting and displaying materials by client, Dashboard enhances attorneys’ ability to efficiently recall information and act with precision.
Imagine working on Client A, with many Windows open, and then client B calls with an urgent question. Instead of searching your inbox, emailing colleagues, and looking through documents, simply toggle into client B dashboard, and immerse yourself in the full context of Client B’s correspondence and materials.
You’re cc’d on numerous workstreams. You’re working on a primary agreement, and a certain regulatory approval isn’t pressing.
Until you have a call with the regulator in 20 minutes.
Just open your client dashboard [click], enter the workstream [click], and the right information is at your fingertips in a matter of seconds.
You haven’t reviewed a client’s materials or document updates in weeks. Then the client resurfaces. No need to search and review endless emails chains to get up to speed. Click into a dashboard, and pick up exactly where you left off.
Imagine working on Client A, with many Windows open, and then client B calls with an urgent question. Instead of searching your inbox, emailing colleagues, and looking through documents, simply toggle into client B dashboard, and immerse yourself in the full context of Client B’s correspondence and materials.
You’re cc’d on numerous workstreams. You’re working on a primary agreement, and a certain regulatory approval isn’t pressing.
Until you have a call with the regulator in 20 minutes.
Just open your client dashboard [click], enter the workstream [click], and the right information is at your fingertips in a matter of seconds.
You haven’t reviewed a client’s materials or document updates in weeks. Then the client resurfaces. No need to search and review endless emails chains to get up to speed. Click into a dashboard, and pick up exactly where you left off.
Your inbox view will operate as it always has – emails on the left, operations in the middle, and your documents on the right. Calendar, Meetings, right there as well. Dashboard is as simple to use as Outlook, but comes with far more…
Effortlessly move between workstreams. Access everything you need, and nothing more.
Request A DemoOutlook Folders are static, and you need dynamic. Dashboards enable lawyers to visualize their materials and provide a full picture of what’s going on.
Dashboard Legal was built with the highest industry security standards and best practices.
Learn MoreEffortlessly move between workstreams. Access everything you need, and nothing more.
Request A Demo
