The Dashboard category in LawPractica contains two analytics pages:
These dashboards help users stay informed, organized, and aligned with firm goals.
Link: Personal Dashboard (insert your Wiki link)
The Personal Dashboard provides each user with a personalized view of their daily and monthly activity.
This dashboard helps users manage their workload and track their productivity.
Link: Firm Dashboard (insert your Wiki link)
The Firm Dashboard provides a high‑level overview of the firm’s financial and operational performance.
This dashboard supports strategic decision‑making and financial oversight.
Below is a simple, easy‑to‑read workflow diagram comparing how users interact with each dashboard.
| PERSONAL DASHBOARD WORKFLOW | FIRM DASHBOARD WORKFLOW | ||
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┌──────────────────────────────┐ │ Personal Dashboard │ └───────────────┬──────────────┘ │ ▼ ┌────────────────────────┐ │ View Today’s Agenda │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Review Hourly Metrics │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Review Billing Metrics │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ View Financial Charts │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Take Action (Tasks, │ │ Billing, Time Entry) │ └────────────────────────┘
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┌──────────────────────────────┐ │ Firm Dashboard │ └───────────────┬──────────────┘ │ ▼ ┌────────────────────────┐ │ Select Date Range │ │ + Lawyer Filter │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Review Utilization │ │ (Billable/Nonbillable) │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Review Realization │ │ (Billed/Unbilled/Pre) │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Review Collections │ │ (Paid/Unpaid/Overdue) │ └────────────┬───────────┘ │ ▼ ┌────────────────────────┐ │ Analyze Firm Financials │ │ (Revenue by Lawyer/ │ │ Client + Yearly Comp) │ └────────────────────────┘ |