Legal & Law Firms · Reporting & Admin
Case Status Dashboard
Partners should not need a weekly meeting just to learn which files are drifting. This dashboard automation combines matter stage, upcoming deadlines, stalled tasks, and last client contact into one operating view for legal teams and firm leadership.
How It Works
Pull core matter data
The workflow reads active matters, assigned staff, matter stage, and key dates from the practice management system.
Layer in operational signals
It adds overdue tasks, days since last client communication, and any documents waiting on review or signature.
Highlight exceptions
Rules surface matters that are aging in one stage too long, approaching deadlines, or showing no recent client touchpoint.
Deliver the dashboard view
Attorneys and managers get a live dashboard or scheduled digest that points them to the files needing attention first.
Tools & Platforms
Key Benefits
Replaces manual status meetings with a live operating view Helps managers spot stalled matters earlier Surfaces client-communication gaps before complaints arise Improves workload balancing across teams
In Practice
A three-attorney litigation shop opens the dashboard Monday morning and sees two cases with discovery deadlines inside seven days, one matter with no client contact in 18 days, and a pretrial filing still sitting in draft review.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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