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Dashboards

How To Configure Dashboards In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over 2 weeks ago

Overview

ZenCase provides a few standard dashboards for every law firm by default. These dashboards are available for paralegals, legal assistants, attorneys, partners, and billing administrators.

Available Dashboards:

  • Standard Dashboard

  • Attorney Dashboard

  • Paralegal Dashboard

  • Legal Assistant Dashboard

  • Partner Dashboard

  • Attorney Task Type and Role Member Types Dashboard

  • Paralegal Task Type and Role Member Types Dashboard

  • Legal Assistant Task Type and Role Member Types Dashboard

  • Partner Role Member Types Dashboard

  • Billing Administration Dashboard

Firm administrators have the ability to select from any of the available dashboards for firm members in a specific security group.

Standard Dashboard

The Standard Dashboard will display the following items:

  • Recently Viewed Matters

  • Bookmarked Matters

  • My Assigned Tasks

Attorney Dashboard

The Attorney Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

  • Tasks Statistics For This Month

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • ATM Suggestions To Review Today

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Collections Year To Date

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • There are tasks that have the "Deadline" field checked in the checkbox.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

  • My High Priority Tasks

    • These are tasks where the priority is set to "High".

  • Statute Of Limitations Tasks

    • These are tasks on any matters which have a Statute Of Limitations date set on the matter.

Paralegal Dashboard

The Paralegal Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

  • Tasks Statistics For This Month

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • ATM Suggestions To Review Today

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Collections Year To Date

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • There are tasks that have the "Deadline" field checked in the checkbox.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

  • My High Priority Tasks

    • These are tasks where the priority is set to "High".

  • Statute Of Limitations Tasks

    • These are tasks on any matters which have a Statute Of Limitations date set on the matter.

Legal Assistant Dashboard

The Legal Assistant Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

  • Tasks Statistics For This Month

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • ATM Suggestions To Review Today

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Collections Year To Date

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • There are tasks that have the "Deadline" field checked in the checkbox.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

  • My High Priority Tasks

    • These are tasks where the priority is set to "High".

  • Statute Of Limitations Tasks

    • These are tasks on any matters which have a Statute Of Limitations date set on the matter.

Partner Dashboard

The Partner Dashboard will display the following items:

  • Last 12 Months Total Billable/Non-Billable Hours

  • Top 10 Attorney Collections YTD

  • Matter A/R Aging Statistics

  • Client A/R Aging Statistics

  • Member Performance Statistics

  • Expense Totals

  • Receipt Allocations Totals

  • Collections Overview Totals

  • Top Performers YTD

  • Top Performs 90 Days Ago

Attorney Task Type and Role Member Types Dashboard

The Attorney Task Type and Role Member Types Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

    • These will display tasks with deadlines set and when the Task Type is "Deadline" or "Follow Up" and you have a role assignment on a matter where your Member Type is "Working Attorney 1" on any matter.

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • Documents To Review

    • These will look at your NetDocuments integration configured to use the Reviewer functionality.

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Collections Year To Date

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • These will display tasks when the Task Type is "Deadline" and you have a role assignment on a matter where your Member Type is "Working Attorney 1" on any matter.

  • My Follow Up Tasks

    • These will display tasks when the Task Type is "Follow Up" and you have a role assignment on a matter where your Member Type is "Working Attorney 1" on any matter.

  • My Statute Of Limitations Tasks

    • These will display tasks when the Task Type is "SOL" and you have a role assignment on a matter where your Member Type is "Working Attorney 1" or "Working Attorney 2" on any matter.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

Paralegal Task Type and Role Member Types Dashboard

The Paralegal Task Type and Role Member Types Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

    • These will display time entries when you have a role assignment on a matter where your Member Type is "Paralegal".

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

    • These will display tasks with deadlines set and when the Task Type is "Deadline" or "Follow Up" and you have a role assignment on a matter where your Member Type is "Paralegal" on any matter.

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • Documents To Review

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Documents To File

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • These will display tasks when the Task Type is "Deadline" and you have a role assignment on a matter where your Member Type is "Paralegal" on any matter.

  • My Follow Up Tasks

    • These will display tasks when the Task Type is "Follow Up" and you have a role assignment on a matter where your Member Type is "Paralegal" on any matter.

  • My Statute Of Limitations Tasks

    • These will display tasks when the Task Type is "SOL" and you have a role assignment on a matter where your Member Type is "Paralegal" on any matter.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

Legal Assistant Task Type and Role Member Types Dashboard

The Legal Assistant Task Type and Role Member Types Dashboard includes a header displays the following items:

  • Daily Hours Overview for the current month

  • Last 12 Months Total Billable/Non-Billable Hours

    • These will display time entries when you have a role assignment on a matter where your Member Type is "Legal Assistant".

  • My Billable Time Today

  • My Billable Time This Month

  • My Billable Time This Year

  • Tasks Past Due Deadlines

    • These will display tasks with deadlines set and when the Task Type is "Deadline" or "Follow Up" and you have a role assignment on a matter where your Member Type is "Legal Assistant" on any matter.

  • Firm Average Billable Time Today

  • Firm Average Billable Time This Month

  • Firm Average Billable Time This Year

  • Documents To Review

  • My Non-Billable Time Today

  • My Non-Billable Time This Month

  • My Non-Billable Time This Year

  • Documents To File

There are also four tables available which display the following task lists:

  • My Deadline Tasks

    • These will display tasks when the Task Type is "Deadline" and you have a role assignment on a matter where your Member Type is "Legal Assistant" on any matter.

  • My Follow Up Tasks

    • These will display tasks when the Task Type is "Follow Up" and you have a role assignment on a matter where your Member Type is "Legal Assistant" on any matter.

  • My Statute Of Limitations Tasks

    • These will display tasks when the Task Type is "SOL" and you have a role assignment on a matter where your Member Type is "Legal Assistant" on any matter.

  • My Assigned Tasks

    • These are tasks where you are the assignee.

Partner Role Member Types Dashboard

The Partner Dashboard will display the following items:

  • Last 12 Months Total Billable/Non-Billable Hours

    • These will display time entries when you have a role assignment on a matter where your Member Type is "Associate", "Attorney", or "Partner".

  • Top 10 Attorney Collections YTD

  • Matter A/R Aging Statistics

  • Client A/R Aging Statistics

  • Member Performance Statistics

  • Expense Totals

  • Receipt Allocations Totals

  • Collections Overview Totals

  • Top Performers YTD

  • Top Performs 90 Days Ago

Billing Administration Dashboard

The Billing Administration Dashboard will display the following items:

  • 10 Highest Client Trust Balances

  • Trust Transaction Usage in the Last 6 Months

  • Pre-Bills To Review

  • Invoices Due This Month

  • Overdue Invoices 1-30 Days Ago

  • Unapplied Payments

Let us know if you have any questions!

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