Introduction to Dashboard Legal

Dashboard Legal is a workflow tool built for lawyers that combines everything that you need to get work done with your internal team and share it with external stakeholders.

No more losing important matter tasks, deadlines & documents, switching between Outlook and your document management system, or losing track of deliverable due dates. Dashboard Legal provides you with the tools to manage your practice.

Features

• 🗄️ Matter Boards: Visualize all emails, documents, and chats for a matter in one easy to find place.
• 📁 Workstream Boards: Set up individual boards for specific workstreams or matters.
• 🔐 Access Controls: Own which teammates are a part of which matters & workstreams.
• ✔️ Checklists: Keep track of deliverables and due dates, even share them with customers if you wish.
• 📄 Documents: Find documents for a matter or workstream with ease, integrated with your DMS.
• 💬 Team Chat: Real-time communication with your team, in the same place as you keep your deliverables.
• 📝 Notes: Shared or private notes related to your matters
• 📨 Email: All of the features you use from Outlook, plus more!

Demo Video

Explore the docs

After you get started, check out the full Dashboard Legal docs, organized into the following sections:

• Account: Learn how to set up a new organization, join an existing one, and manage your settings.
• Checklists: Explore a whole new way to work. Your teammates and clients will thank you later.
• Email: Configure your email integration and start managing your emails with Dashboard Legal
• Boards: Set up matter & workstream boards and start managing your matters with your team.
• Documents: Learn about the options you have for managing documents with your DMS or with Dashboard Legal.
• Chat: Take advantage of real-time communication features with your team.