Home dashboard

The Home page (/) is the at-a-glance overview.

  • Greeting — "Good morning/afternoon/evening, [name]", today's date, and a link to your active cases. An "Add deadline" button opens the new-event dialog.
  • "To do" card — open tasks across your active cases (and firm tasks), sorted by deadline, up to seven rows, each showing the task, its case (or "Firm task"), and a due/priority badge. Overdue shows in red, due-today in amber. "All caught up — no open tasks" when clear. Links out to the full board.
  • Calendar card — a mini month calendar with dots on days that have events, an Overdue count/drawer, a "Deadlines in [Month]" total, and the selected day's agenda. "View calendar" opens the full calendar.
  • "Recommended next steps" — when available, the top few AI-suggested actions across cases, each linking into its case.

Type to search the documentation.