Articles in this section

See more

Dashboard (Home) Overview  

Jodi Hinkle
  • Updated
Follow

image.png

This article helps you understand how to navigate the Dashboard in the LawPay Pro Web App and includes information about the Home Tab.

Daily Activities

Left Menu

The Top of the Screen 

The Middle of the Screen

Dashboard Reports

Daily Activities

The dashboard or Home page is your starting point for all daily activities and includes a financial snapshot of your firm’s Outstanding Invoices, Timesheet Calendar, Online Payments and Total Transactions. 

LPPDashboard.png

The Left Menu includes tabs like:

  1. Billing
  2. Payments
  3. Contacts
  4. Dashboard Reporting Overview 
  5. Reports Tab
  6. Settings
  7. A link to Tell us what you think, which helps us improve the product and user experience. 

Screenshot_2023-03-08_at_4.18.19_PM.png

The top of the screen contains:

A  Search bar and a Quick Add button that allows you to Add a Contact, Time Entry, Expense or Create an Invoice.

Screenshot_2023-04-17_at_3.49.09_PM.png

The Profile Icon allows you to view and edit your Profile, Get Support, and View our Privacy Policy and Terms. You can also go back to LawPay or Logout. 


Screenshot_2023-04-17_at_3.49.52_PM.png

 

The Middle of the screen includes buttons that allow you to complete everyday tasks such as:

  1. Create Invoice
  2. Collect Payment
  3. Trust Request
  4. Add Time Entry
  5. Add Expense
  6. Add Contact 

Screenshot_2023-04-17_at_3.51.22_PM.png


Dashboard Reports

Below the quick access buttons are Charts and Graphs that allow Insights into:

  1. Outstanding Invoices
  2. Online Payments
  3. Total Transactions
    Note: Admins make this available or not available to firm users, depending on what financial information an Admin or owner wants the rest of the firm to see. These preferences are done in Settings.
  4. A Timesheet Calendar to track time and time-related goals.

dashboard3.png

To see how each dashboard report works, click here. 










Related articles