Why working with the dashboard is important
The Dashboard provides a centralised, real-time overview of all active cases, streamlining workflow management and decision-making. Working with the Dashboard enhances efficiency by aggregating key information, alerts, and metrics, allowing you to quickly assess priorities, track progress, and identify any bottlenecks. This holistic visibility ensures timely interventions, improves client outcomes, and supports data-driven strategies, ultimately boosting the effectiveness and productivity of the entire case management process.
What you can do when working with the Dashboard
Choose which Items (Widgets) to display on your dashboard for quick access to certain areas. This can include items like the Email Inbox, Tasks, Cases, Time Recorded and Favourites. If you also use the Access Legal Case Management accounts software, Financial Director, then items such as the Aged Debtors can also be viewed from the Dashboard.
Select the Mail option from the Dashboard to access your emails without actually having to open MS Outlook. You can then read messages, attach emails to cases, compose new emails and reply to any existing emails within any of your mailboxes that are displayed.
The last five cases worked on will be displayed automatically, making them easily accessible without the need for searching. You can assign favourite cases to be displayed on the My Favourites widget to ensure quick access to these cases with a single click, even if they haven't been worked on recently.
The Tasks widget provides instant access to all tasks created on your cases. From the task list, you can assign a new task, complete existing ones, reschedule tasks, reassign tasks to another user and open the associated case from the task that has been generated.
You can search for all clients within Access Legal Case Management. Perform a quick search from the client menu bar or use the advanced search to drill down by specific work types and other criteria.
View time recorded on all of your cases. You can add additional time using a Timer, edit incorrect entries, delete time and export time to MS Excel. Time entries can be filtered to show whether they are billed or unbilled and can be displayed for different periods using the search facility. Additionally, you have access to all completed work, including letters, forms, attendances, calls, emails, and time records. You can open an existing matter, view the matter's ledger card, create new emails, add a time record, or view a document from the displayed list. This feature shows all the work you have completed on all cases within Access Legal Case Management.
How you can customise and work with the Dashboard
Access our resources for guidance on how to customise and work with the Dashboard in Access Legal Case Management: