{"id":76,"date":"2024-07-25T01:21:59","date_gmt":"2024-07-25T01:21:59","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/introduction-to-dashboard-legal\/"},"modified":"2024-08-06T17:38:17","modified_gmt":"2024-08-06T17:38:17","slug":"introduction-to-dashboard-legal","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/introduction-to-dashboard-legal\/","title":{"rendered":"Introduction to Dashboard Legal"},"content":{"rendered":"<p><strong>Dashboard Legal<\/strong> 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.<\/p>\n<p>No more losing important matter tasks, deadlines &amp; 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.<\/p>\n<h2 id=\"features\">Features<\/h2>\n<ul>\n<li><strong>\ud83d\uddc4\ufe0f Matter Boards:<\/strong>\u00a0Visualize all emails, documents, and chats for a matter in one easy to find place.<\/li>\n<li><strong>\ud83d\udcc1 Workstream Boards:<\/strong>\u00a0Set up individual boards for specific workstreams or matters.<\/li>\n<li><strong>\ud83d\udd10 Access Controls:<\/strong>\u00a0Own which teammates are a part of which matters &amp; workstreams.<\/li>\n<li><strong>\u2714\ufe0f Checklists:<\/strong>\u00a0Keep track of deliverables and due dates, even share them with customers if you wish.<\/li>\n<li><strong>\ud83d\udcc4 Documents:<\/strong> Find documents for a matter or workstream with ease, integrated with your DMS.<\/li>\n<li><strong>\ud83d\udcac Team Chat:<\/strong> Real-time communication with your team, in the same place as you keep your deliverables.<\/li>\n<li><strong>\ud83d\udcdd Notes:<\/strong> Shared or private notes related to your matters<\/li>\n<li><strong>\ud83d\udce8 Email:<\/strong>\u00a0All of the features you use from Outlook, plus more!<\/li>\n<\/ul>\n<h2 id=\"demo-video\">Demo Video<\/h2>\n<p><iframe loading=\"lazy\" title=\"Dashboard Legal Introduction\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/pYXNjUqD1OQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2 id=\"explore-the-docs\">Explore the docs<\/h2>\n<p>After you\u00a0get started, check out the full Dashboard Legal docs, organized into the following sections:<\/p>\n<ul>\n<li><strong>Account:<\/strong>\u00a0Learn how to set up a new organization, join an existing one, and manage your settings.<\/li>\n<li><strong>Checklists:<\/strong>\u00a0Explore a whole new way to work. Your teammates and clients will thank you later.<\/li>\n<li><strong>Email:<\/strong>\u00a0Configure your email integration and start managing your emails with Dashboard Legal<\/li>\n<li><strong>Boards:<\/strong>\u00a0Set up matter &amp; workstream boards and start managing your matters with your team.<\/li>\n<li><strong>Documents:<\/strong>\u00a0Learn about the options you have for managing documents with your DMS or with Dashboard Legal.<\/li>\n<li><strong>Chat:<\/strong>\u00a0Take advantage of real-time communication features with your team.<\/li>\n<\/ul>\n","protected":false},"template":"","format":"standard","question-category":[17],"class_list":["post-76","question","type-question","status-publish","format-standard","hentry","question-category-introduction"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction to Dashboard Legal - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/introduction-to-dashboard-legal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introduction to Dashboard Legal - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"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. 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