A Better Way To Work

Dashboard Legal is more than just email and project management.

Work With Context

From Biglaw Attorneys to Solo Practitioners, Dashboard Legal is a powerful tool to help organize your practice.
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Get Organized

Dashboard Legal organizes your information by client — exactly how it should be.
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Save Time

Constantly searching through old emails, outlook folders, and document management systems is time consuming and tedious.
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Serve Clients Better

Get up to speed fast, and instantly immerse yourself in a client or matter with a click.

Work With Context

From Biglaw Attorneys to Solo Practitioners, Dashboard Legal is a powerful tool to help organize your practice.
Icon

Get Organized

Dashboard Legal organizes your information by client — exactly how it should be.
Icon

Save Time

Constantly searching through old emails, outlook folders, and document management systems is time consuming and tedious.
Icon

Serve Clients Better

Get up to speed fast, and instantly immerse yourself in a client or matter with a click.

Here’s How It Works

Each client is given a unique dashboard

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.

Your emails are automatically organized

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.

Comprehensive View of Client’s Materials

By sorting and displaying materials by client, Dashboard enhances attorneys’ ability to efficiently recall information and act with precision.

Sorted emails
Emails relevant to a client appear on the the specific client board.
Documents from your DMS System
Visualize and open documents right from the client board.
Discussion channel
Each client board has a channel for team-wide communication. And each matter board has a separate channel for matter specific communication.
Checklists
Your transaction checklist or deadline checklist, but enhanced. See updates in real time, sort by priority or responsible party, or switch to a timeline view of projects. Input the same data, get out much more.
Sorted emails
Sorted emails
Documents from your DMS System
Documents from your DMS System
Discussion channel
Discussion channel
Checklists
Checklists

Try Dashboard Legal Today

Request A Demo

User Stories

Client Call
The Weeds
Jump Back In
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Client Call

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.

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The Weeds

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.

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Jump Back In

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.

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A Solution You Already Understand

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…

Get Dashboard Legal

Effortlessly move between workstreams. Access everything you need, and nothing more.

Request A Demo

A Premium Tool for Busy Lawyers

Outlook Folders are static, and you need dynamic. Dashboards enable lawyers to visualize their materials and provide a full picture of what’s going on.

Collaborate Effectively

Automatic Email Sorting

Security

Dashboard Legal was built with the highest industry security standards and best practices.

Learn More

Get Dashboard Legal

Effortlessly move between workstreams. Access everything you need, and nothing more.

Request A Demo
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