Today Dashboard

Today Dashboard

Start the attorney day from priority signals, KPIs, active matters, selected matter panels, and quick actions instead of searching across several work areas.

Available for attorney workspaces with the relevant case, billing, communications, and reminder data.
Sanitized attorney Today dashboard showing priority work cards, metrics, and active matters.

Audience

Who it is for

Traffic-ticket attorneys, firm staff, and operations teams managing citation-centered case work.

Problem

What it fixes

Traffic-ticket work gets harder when the ticket, status, payment, documents, communication, and next action live in separate systems.

How it works

Workflow steps

  1. Review priority cards
  2. Check court dates
  3. Open unread messages
  4. Address overdue work
  5. Review overview
Workflow

Triage the day

Priority cards and KPI counts show where attorney attention should go first.

  • Review priority cards
  • Check court dates
  • Open unread messages
  • Address overdue work
Workflow

Act from the selected matter

The selected matter panel keeps case facts and actions near each other.

  • Review overview
  • Open activity
  • Check documents
  • Open billing state

Capabilities

What this workflow covers

  • Attorney workday dashboard with priority action cards.
  • KPI rail for active cases, upcoming court dates, unread messages, open tasks, and unbilled work.
  • Active matters table with court, violation, status, next step, and age.
  • Selected matter panel with Overview, Activity, Documents, and Billing tabs.
  • Quick actions for quote, court filing, messaging, discovery, billing, plea negotiation, tasks, document upload, and more actions.
  • Workday signals for court dates, messages needing response, deadlines, unbilled cases, and overdue tasks.
  • Availability controls for CDL acceptance and vacation mode.

Traffic-ticket value

Why it matters for citation work

The value is keeping traffic-ticket work organized around the citation and the next case step instead of a generic matter record.

Related links

FAQ

Is today available to every user?

Available for attorney workspaces with the relevant case, billing, communications, and reminder data.

How does today help traffic-ticket work?

Start the attorney day from priority signals, KPIs, active matters, selected matter panels, and quick actions instead of searching across several work areas.