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Personalized Dashboard

User Centric Customizable Dashboard

Personalised Dashboard is one of the key feature of this Legal CRM software. It gives a real time view and quick access to the information, which is vital for the users on day-to-day basis. It displays all the information related to meeting, call, task, reminder, case hearing, billing, report, etc. It displays information fed in the system that can be customized with respect to the user’s need and priority.

Advantages:

  • Calendar, meetings, calls, hearings, cases and tasks can be viewed in a single screen.
  • Personalise dashboard using drag and drop option.
  • Provide Partners, Fee earners and Support Staff with real-time information about leads, accounts and cases.
  • Role based information access.

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