Dashboard
Welcome back, John Doe. Here's your legal practice overview.
Active Cases
42
Pending Tasks
17
Revenue
28,250
Total Clients
87
Recent Cases
Jefferson Partners LLC v. Astro Corp
CorporateContract dispute regarding software licensing agreement
Rodriguez v. Western Medical Center
Personal InjuryMedical malpractice claim for surgical error
Estate of Samuel Jones
Estate PlanningTrust administration and asset distribution
Activity Timeline
-
New case created Rodriguez v. Western Medical Center
-
Document Contract Amendment approved by client
-
Court date reminder: Jefferson Partners LLC v. Astro Corp
-
Document deadline approaching: Estate tax filing
Upcoming Deadlines
-
Motion Filing
Rodriguez v. Western Medical Center
Today -
Client Meeting
Jefferson Partners LLC
Tomorrow -
Contract Review
Nexus Technologies Agreement
Oct 12 -
Deposition Prep
Smith v. Metro Hospital
Oct 15
Team Performance
Sarah Johnson
Corporate Law
Mark Thompson
Personal Injury
Emily Parker
Estate Planning
Jason Lee
Intellectual Property
Ticket Management
| ID | Client | Subject | Status | Priority | Assigned To | Created | Actions |
|---|---|---|---|---|---|---|---|
| #TK-1001 | Acme Corp | Contract Review Request | Open | High |
|
Oct 24, 2023 |
|
| #TK-1002 | Globex Industries | IP Infringement Case | In Progress | Medium |
|
Oct 22, 2023 |
|
| #TK-1003 | Wayne Enterprises | Merger Documentation | Resolved | Low |
|
Oct 19, 2023 |
|
| #TK-1004 | Stark Industries | Patent Application | Closed | High |
|
Oct 15, 2023 |
|
| #TK-1005 | LexCorp | Regulatory Compliance | In Progress | Medium |
|
Oct 12, 2023 |
|
Client Management
Efficiently manage your legal clients and their cases in one centralized system.
| Client | Contact | Open Cases | Status | Last Activity | Actions |
|---|---|---|---|---|---|
|
Johnson & Associates
Corporate Client
|
John Johnson
john.johnson@example.com
|
3
|
Active | Today, 10:23 AM | View Edit |
|
Nexus Technologies
Tech Company
|
Mary Campbell
mary.campbell@example.com
|
5
|
Active | Yesterday, 3:45 PM | View Edit |
|
Global Logistics Inc.
Shipping Company
|
Robert Davis
robert.davis@example.com
|
2
|
Pending | Oct 15, 2023 | View Edit |
|
Meridian Healthcare
Medical Facility
|
Sarah Wilson
sarah.wilson@example.com
|
4
|
Active | Oct 12, 2023 | View Edit |
|
Pinnacle Properties
Real Estate
|
Thomas Brown
thomas.brown@example.com
|
1
|
Inactive | Oct 5, 2023 | View Edit |
Recent Client Activity
-
New document uploaded for Johnson & Associates Today, 10:23 AM
Contract agreement document added to case #LC-2023-045
-
Meeting scheduled with Nexus Technologies Yesterday, 3:45 PM
Virtual meeting set for Oct 18, 2023 at 2:00 PM
-
Deadline reminder for Global Logistics Inc. Oct 15, 2023
Filing deadline for trademark application approaching (Oct 20)
-
Payment received from Meridian Healthcare Oct 12, 2023
Invoice #INV-2023-092 payment processed ($3,450.00)
-
Case status updated for Pinnacle Properties Oct 5, 2023
Case #LC-2023-032 status changed from "In Progress" to "On Hold"
Query Management
Track, respond to, and manage all client and internal queries efficiently.
| ID | Subject | Type | Client | Assigned To | Status | Priority | Created | Actions |
|---|---|---|---|---|---|---|---|---|
| Q-2023-156 | Contract review timeline clarification | Client | Johnson & Associates |
|
In Progress | High | Today, 9:42 AM | View Reply |
| Q-2023-155 | Legal research on trademark infringement | Internal | Nexus Technologies |
|
In Progress | Medium | Today, 8:15 AM | View Reply |
| Q-2023-154 | Document filing deadline extension | Client | Global Logistics Inc. |
|
Resolved | High | Yesterday, 4:30 PM | View Reply |
| Q-2023-153 | Case management software license renewal | Technical | Internal |
|
Open | Low | Yesterday, 2:15 PM | View Reply |
| Q-2023-152 | Medical compliance documentation request | Client | Meridian Healthcare |
|
Pending | Medium | Oct 17, 2023 | View Reply |
| Q-2023-151 | Real estate acquisition legal consultation | Client | Pinnacle Properties |
|
Resolved | Medium | Oct 16, 2023 | View Reply |
Response Performance
Query Distribution
Priority Distribution
Employee HRMS
Manage your legal team with comprehensive HR tools designed for law firms.
| Employee | Role | Department | Contact | Status | Billable Hours | Actions |
|---|---|---|---|---|---|---|
|
James Davis
Joined Jan 2018
|
Senior Partner
Corporate Law
|
Legal |
james.davis@example.com
+1 (555) 123-4567
|
Active | 142 / 160 hours | View Edit |
|
Sarah Wilson
Joined Mar 2020
|
Associate
Intellectual Property
|
Legal |
sarah.wilson@example.com
+1 (555) 234-5678
|
Active | 135 / 160 hours | View Edit |
|
Michael Brown
Joined Nov 2019
|
Paralegal
Litigation
|
Legal |
michael.brown@example.com
+1 (555) 345-6789
|
Active | 152 / 160 hours | View Edit |
|
Emily Johnson
Joined Apr 2021
|
HR Manager
Human Resources
|
Admin |
emily.johnson@example.com
+1 (555) 456-7890
|
Active | 128 / 160 hours | View Edit |
|
David Thompson
Joined Sep 2017
|
Partner
Tax Law
|
Legal |
david.thompson@example.com
+1 (555) 567-8901
|
On Leave | 0 / 160 hours | View Edit |
|
Jessica Martinez
Joined Jul 2018
|
Legal Secretary
Administrative
|
Admin |
jessica.martinez@example.com
+1 (555) 678-9012
|
Active | 138 / 160 hours | View Edit |
Billing Performance
Monthly Billing Target
Leave & Availability
Current Leave Status
-
David Thompson
Personal Leave
Returns Oct 24 -
Amanda Rodriguez
Vacation
Returns Oct 22 -
Robert Nelson
Sick Leave
Returns Oct 20 -
Karen Lee
Maternity Leave
Returns Jan 10
Recent HR Activities
-
New employee onboarding started Today, 9:45 AM
Daniel Clark - Junior Associate (Starting Nov 1)
-
Performance review completed Yesterday, 4:30 PM
Sarah Wilson - Associate (IP Department)
-
Leave request approved Oct 17, 2023
Michael Brown - Paralegal (Nov 5-12, 2023)
-
Contract expiration notice Oct 16, 2023
Jessica Martinez - Legal Secretary (Renewal due Dec 15)
-
Office location change Oct 15, 2023
James Davis moved to Suite 450 (Executive Floor)
Quick Actions
Important Documents
Time Tracking
Monitor billable hours, track case progress, and optimize your team's productivity.
Start New Timer
Active Timers
| Employee | Client/Matter | Activity | Started | Duration | Actions |
|---|---|---|---|---|---|
|
James Davis
|
Johnson & Associates
Contract Negotiation #LC-2023-045
|
Document Preparation | Today, 9:45 AM |
01:15:32
|
|
|
Sarah Wilson
|
Nexus Technologies
Trademark Infringement #LC-2023-032
|
Legal Research | Today, 10:15 AM |
00:45:18
|
|
|
Michael Brown
|
Global Logistics Inc.
Regulatory Compliance #LC-2023-028
|
Document Preparation | Today, 8:30 AM |
02:30:45
|
Recent Time Entries
| Date | Employee | Client/Matter | Activity | Duration | Billable | Amount | Actions |
|---|---|---|---|---|---|---|---|
| Oct 19, 2023 |
James Davis
|
Johnson & Associates
Contract Negotiation #LC-2023-045
|
Client Consultation | 2.5 hrs | Yes | $875.00 | |
| Oct 19, 2023 |
Sarah Wilson
|
Nexus Technologies
Trademark Infringement #LC-2023-032
|
Legal Research | 3.75 hrs | Yes | $937.50 | |
| Oct 18, 2023 |
Michael Brown
|
Global Logistics Inc.
Regulatory Compliance #LC-2023-028
|
Document Preparation | 4.25 hrs | Yes | $850.00 | |
| Oct 18, 2023 |
Emily Johnson
|
Internal
HR Management
|
Administrative | 2.0 hrs | No | $0.00 | |
| Oct 17, 2023 |
Jessica Martinez
|
Meridian Healthcare
Compliance Documentation #LC-2023-041
|
Document Preparation | 5.5 hrs | Yes | ,100.00 |
Time by Client
Time by Activity
Bulk Time Entry
Enter multiple time entries at once for more efficient time tracking.
| Date | Client | Activity | Hours | Billable | |
|---|---|---|---|---|---|
Export Time Data
Generate reports for billing, analysis, or record keeping.
Reports
Generate insightful reports to track performance, analyze data, and make informed decisions.
Report Categories
Generate Custom Report
Recent Reports
Monthly Financial Summary
Generated Oct 19, 2023
Q3 Billable Hours by Employee
Generated Oct 15, 2023
Client Satisfaction Analysis
Generated Oct 10, 2023
Saved Report Templates
Report Visualizations
Revenue Trend
Billable Hours by Practice Area
Case Resolution Status
Top Performing Employees
Report Settings & Preferences
Scheduled Reports
-
Monthly Financial1st of each month
-
Weekly Time SummaryEvery Monday
Default Settings
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Settings
Configure your legal management system to match your firm's workflows and preferences.
Account Settings
Profile Information
Password and Security
Two-Factor Authentication
EnabledTwo-factor authentication adds an extra layer of security to your account by requiring more than just a password to sign in.
Authenticator App
We recommend using authenticator apps like Google Authenticator, Microsoft Authenticator, or Authy.
Login History
| Device | Location | IP Address | Date & Time | Status |
|---|---|---|---|---|
| MacBook Pro | New York, US | 192.168.1.1 | Today, 09:42 AM | Current Session |
| iPhone 13 | New York, US | 192.168.1.2 | Today, 08:15 AM | Successful |
| MacBook Pro | New York, US | 192.168.1.1 | Yesterday, 05:30 PM | Successful |