Given that introducing to the lawful market in 2021, the matter monitoring system Dashboard Legal has built a loyal following among law firm associates, who locate it a premium choice to updating and flowing lists in Microsoft Word or Excel, claims founder and also CEO Floor covering Rotenberg.

However the business maintained hearing from law firm companions that what they wanted from the item was high-level snapshot sights revealing them a quick introduction of the standing of all their matters as well as of how work is designated amongst partners, Rotenberg states.

In action, Dashboard Legal has actually currently released a brand-new partner sight function. Drawing on the information given by affiliates through their list entrances, it permits partners to conveniently filter issues:

By legal representative and specialist, to see that is doing what as well as how active they are.
By matter, to obtain a picture of what is taking place in order to choose concerning required training course adjustments or resource allotments.

This brand-new attribute improves Control panel Legal’s core product, which is a matter as well as project monitoring platform that consists of lists that upgrade in real time, conversation channels as well as collective notes, as well as assimilations with Outlook and also record administration systems iManage as well as NetDocuments, so that appropriate emails as well as files can be readily available within matters.

Rotenberg identifies Dashboard Legal from various other job monitoring applications such as Clickup, Asana and also Microsoft Teams, which he describes as puffed up and also facility. By comparison, he says, Control panel Legal is focused on style and simpleness, as well as, unlike those various other tools, it is built especially for legal work.

He likewise identifies the product from purchase monitoring products such as SimplyAgree or Closing Folders, which he states focus only the final 1% of an issue, of taking it over the finish line, whereas Control panel Legal covers the whole issue.

” What we’re concentrated on is the 99%, all day, everyday, prior to you get to that finish line, and also truly bringing in some task management approaches and also ideal methods from various other industries and also finding out a means to build it particularly for lawyers,” he says.

Partners Wanted Issue Pictures

While that idea was eye-catching to affiliates, it was much less so to companions, who care much less regarding the nitty-gritty details as well as are more curious about the higher level view of where a matter stands.

” What we found was that the companions were requesting for something else,” Rotenberg states. “What they actually desired was snapshots. ‘What’s been going on with my matter? What are things that are coming due? Who’s servicing what?’ And also they have, like, 25 secs to find in and see that.”

Partner can pick an individual to see what that person is doing.

The resulting companion view include that Dashboard Legal developed is a team sight and resource monitoring tool designed specifically for partners, Rotenberg claimed.

” They can might be available in as well as see who’s servicing what across matters as well as assign resources in the minute– as opposed to based on billables, which just look in reverse. They obtain a snapshot of their issues. What have we accomplished this week? What’s coming due? What do we require to make certain it happens in the following 10 days so things aren’t sliding through the cracks?”

What is most innovative concerning this, Rotenberg thinks, is that the data is fed in real time to the companion sight directly from the affiliates’ use of the platform. That, consequently, drives better companion use the platform, producing a “flywheel of fostering” where both partners and partners gain from each others’ use of the system.

The companion can choose a matter to the latest details on its standing.

Beta testing of the partner view prior to its official launch showed that companions liked and also engaged with the attribute, Rotenberg says. Now that the feature is officially offered, he is planning further improvements, including the ability to set up once a week emails with updates on issues and also graphes supplying an aesthetic review of activity.

” We’re really delighted regarding the possible to fix both an associate issue and also a partner problem with the very same specific device, which I think is a difficult point to balance,” Rotenberg states.

The Control Panel Legal Dashboard

When an attorney logs into Dashboard Legal, the dashboard presents all of their issues as boards. Within each board, users can have several lists, which users can create from scratch or take from a template library. Likewise within a board, users can access all the relevant files from their DMS, sight various other staff member, and also conversation with various other employee.

The control panel reveals a user all his/her boards.

Boards can be color-coded, arranged as well as browsed. Users can additionally set up boards within boards, such as exploration board within a lawsuits matter.

Along with the boards check out, a task view accumulations all of the customer’s list products across matters right into a solitary sight. Customers can arrange tasks by issues as well as filter by due dates and also various other parameters.

The user can see all tasks across all matters.

The partner sight includes the ability to see that is doing what, either by matter group or by individual lawyer or professional, as well as how hectic they are. Partners can likewise get high degree views of matters and also see progress on tasks for specific matters or throughout matters.

Companions can likewise incorporate aspects. Probably they wish to see the condition of a specific matter, plus the particular activity of the senior associate and 2 various other affiliates. They can include several elements to get the view they desire.

An example of a deal checklist in Dashboard Legal.

” It’s really adaptable, yet what we’re really trying to supply is that picture sight to give the partners just what they need truly promptly to allot sources as well as to see what’s going on with an individual issue.”

Dashboard Legal was a contestant in the 2022 ABA Techshow Start-up Street, which I supervise. It won second place– missing starting point by just one vote.