Firm 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.
| 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
#Best Practices
- Start the day on the Dashboard to see what reception is handling.
- Clear completed case tasks so the caseload figures stay accurate.