An intuitive and flexible dashboard for visualization of lawyer data and other financial data including modern insights graphs and charts to gain data intelligence. You can derive unique data visualization insights from your own data, which can be persona-targeted such as display of data relevant to attorneys. Data visualization tools including popular charts and tables provide actionable data insights such as Billable Hours, Inventory, Accounts Receivable, Top Clients/Top Matters, and much more.

Configure Alert center tiles to facilitate real-time communication and alert attorneys, timekeepers, or personal assistants on Billable missing time, Temp time balance, Matters to review, Expense & Approvals pending, and much more.

An intuitive search capability to find data quicker in your Firm SharePoint with keywords such as people, client/matter number, and departments or faster search with the best matching keyword.

Configure the calendar to publish company Firm events or target-specific dates as well as to schedule meetings. The users can get real-time updates of important dates, events, or target-specific dates together enhancing Firm productivity.

Create a custom list to access your preferred data quickly from various sources (such as a firm-wide links list).

The Firm directory provides an expertise location system that helps to quickly find the right people in your firm to effectively tackle each unique Client matter. The legal expertise directory includes customizable filters such as Notary, Language, Billing Coordinator, Law School, Judge, Court, and much more. The customizable user profile page with graphical insights is an added advantage.

Custom templates to easily organize News into newsletters, which can be an alternative to email-based memos, daily reports, or other common sources of content feed. Examples: Daily IT newsletter, Litigation Practice News, Today @ our Company, and much more.