Dashboard

Overview

The Firm Admin Dashboard (/admin/dashboard) shows today’s practice activity.

Features

• Active matters (confirmed or in progress)
• Today’s consultations and hearings
• Revenue today, with month-to-date context
• Reception day sheet: consultations, active matters and hearings at a glance
• Outstanding payments awaiting collection
• Recent matters list
• Your plan, with a shortcut to manage it
• Quick actions

Reception day sheet

Below the summary cards, three columns show what reception is handling today:

Column	Shows
Consultations	Consultations scheduled for today
Active	Matters currently active for a client
Hearings	Hearings due today

Click any row to open the matter.

What information is displayed

Card	Meaning
Active Matters	Matters that are confirmed or in progress
Today’s Consultations	Consultations scheduled for today
Today’s Hearings	Hearings due today
Revenue Today	Revenue recorded today, with the month-to-date figure beneath
Recent Matters	Latest matters with status badges

Actions

• View all matters
• + New Matter / + New Client
• Open the Case Tasks board
• Jump to Smart Forms or AI Tools

Notes

Tip: When a Super Admin is impersonating a firm, an orange banner appears at the top. Use Exit Impersonation to leave.

Best Practices

• Start the day on the Dashboard to see what reception is handling.
• Clear completed case tasks so the caseload figures stay accurate.