Practice summary cards
Review the headline practice figures.
Start the day with the whole picture.
Review active matters, total clients, pending tasks and upcoming deadlines from the dashboard.
Recent activity
Check activity and approaching deadlines.
Quick actions
Open the relevant module to take the next step.
What you can try
- Review active matters, clients and pending tasks.
- Open the register behind a summary card.
- Use quick actions to add sample work.
- Review recent activity and sample deadlines.
How the information fits together
Information used
The current demonstration's client, matter, task and event records.
Result
A starting view for deciding where to focus next.
The tour's clock and records use a fixed sample period so guided examples remain reproducible.
Suggested practice workflow
Put dashboard into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Review the headline practice figures.
- 2
Check activity and approaching deadlines.
- 3
Open the relevant module to take the next step.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which dashboard views depend on the user’s role?
Can dashboard summaries be customised?
Related modules
KYC verification
LegalCRM includes a dedicated KYC verification area for the practice’s client-verification work.
Explore moduleCompliance
Dedicated views bring obligations, documents, risks and deadlines into one compliance workspace.
Explore moduleReports
A dedicated reporting area provides a place to review practice information and discuss operational priorities.
Explore module