Firmwide operating views
Approved dashboards can summarize selected measures across the accessible firm workspace.
Global admin dashboard
Give authorized leaders a firmwide view of configuration, adoption, and operational health.
What it does
A practical part of the firm’s workflow.
The global admin dashboard gives authorized leaders a configurable view of operational activity and workspace readiness. It can bring selected workload, deadline, intake, document, communication, and setup indicators together according to the viewer’s configured access.
Configurable widgets
Administrators can choose layout, scope, measures, grouping, and display behavior for the intended audience.
Access-aware results
Dashboard availability and underlying case information continue to follow user and matter permissions.
How it works
What the team can expect.
Choose the leadership question
Define the decision, population, period, and owner the dashboard is meant to support.
Build and reconcile
Configure the view and compare important values with the reports or records behind them.
Review on a cadence
Use the dashboard to identify follow-up work and update definitions as the firm changes.
See the firm without chasing updates.
Bring configuration, adoption, workload, and operational health into one view.