Main Dashboard, AI Briefing & Copilot

The Dashboard gives managing partners and associates an immediate command center each morning.

Navigating Your Dashboard

1. (1) The AI Firm Briefing banner highlights urgent hearings, overdue deadlines, active files, and unpaid invoices automatically.
2. (2) Central cards summarize your Active Tasks, Invoice Receivables, and Weekly Schedule.
3. (3) Track recent team updates in the Activity Feed at the bottom.

Using the Built-In AI Legal Copilot

Click AI Copilot in the global header bar from any module:

• (1) Scope context pills across Firm Data, Case Files, and Statutes.
• (2) Click suggested prompts for weekly case summaries, deadline alerts, or natural-language case/task creation.
• (3) Type or dictate questions locally inside your private office workspace.