Complete Dashboard
Get complete visibility into your practice with real-time analytics, client progress tracking, compliance monitoring, and performance insights. Make data-driven decisions with our comprehensive dashboard.
Everything You Need to Know
Comprehensive insights across all aspects of your practice
Client Tracking
Real-time client progress and status
Compliance Status
Live compliance monitoring
Revenue Analytics
Financial performance tracking
Performance Metrics
Team efficiency insights
Multiple Views for Every Role
Customized dashboards for partners, associates, and support staff
Partner View
Complete practice overview
Revenue and profitability
Team performance metrics
Strategic insights
Associate View
Personal client portfolio
Task management
Performance tracking
Efficiency metrics
Support View
Assigned client cases
Document status
Daily task lists
Progress updates