Legal Case Dashboard
Overview dashboard with filters for the legal case management module.
Overview
Managing partners need a quick view of case volume and status. This module adds a Dashboard menu to the legal case application that renders figures gathered by a controller. Users can filter the data by date and by lawyer. It depends on the legal case management module.
Usage steps
- 1
Open the Dashboard menu
A Dashboard menu is added to the legal case application and opens the overview client action.
- Menu Dashboard
- Client action
- 2
Review case figures
The page shows case counts and states computed by the controller from case records. Figures load without a filter on first open.
- Values without filter
- Cards and counts
- 3
Filter by date
A date filter recomputes the figures for the chosen period. The controller applies the range to the case query.
- Date filter
- Refreshes values
- 4
Filter by lawyer
A lawyer selection field lets managers see figures for one lawyer. It uses lawyers defined on employees.
- Lawyer selection
- Per-lawyer workload
Screens
Illustrative mockups with placeholder data.
Dashboard
lawyer Placeholder value
date range Placeholder value
case counts Placeholder value
Roles
| Role |
|---|
| Case admin |
| Lawyer |
| Manager |
Dependencies
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