Firm Dashboard

Firm Dashboard

The Firm Dashboard is a tool that displays upcoming deadlines for case assignments, recent payments due for newly created cases, returned mail, and not mail-out tasks or events organized by date. It helps users stay organized and on top of their workload by providing a clear overview of important events and tasks.

The firm dashboard is a tool that helps manage various aspects of the firm’s operations. It has tabs for different functions:

1. Daily Tasks: This tab displays assignments that are due, including details like case number, client name, assigned person, and status (pending, in progress, completed, etc.).

2. Payments Due: Here, you can see payments that need attention, including case and invoice numbers, and the amount due.

3. Case Created: This tab shows recently created cases along with essential details such as case number, client name, status, and deadline.

4. Return Mail: This section tracks mail that has been returned from the court, ensuring proper management of incoming packages.

5. Not Mail-Out: This feature monitors mail packages to ensure they are processed correctly. If a task or event related to a package is incomplete, it’s flagged as “not mailed out” for follow-up.

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