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
These will look at your NetDocuments integration configured to use the Reviewer functionality and there are documents awaiting your review.
Firm Administrators can Setup And Use NetDocuments Document Reviewers In ZenCase
My Non-Billable Time Today
My Non-Billable Time This Month
My Non-Billable Time This Year
Documents To File
These will look at your NetDocuments integration configured to use the Reviewer functionality and there are documents awaiting your review and to file.
Firm Administrators can Setup And Use NetDocuments Document Reviewers In ZenCase
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
These will look at your NetDocuments integration configured to use the Reviewer functionality and there are documents awaiting your review.
Firm Administrators can Setup And Use NetDocuments Document Reviewers In ZenCase
My Non-Billable Time Today
My Non-Billable Time This Month
My Non-Billable Time This Year
Documents To File
These will look at your NetDocuments integration configured to use the Reviewer functionality and there are documents awaiting your review and to file.
Firm Administrators can Setup And Use NetDocuments Document Reviewers In ZenCase
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!