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Dashboards & Insight Cards in Lawcus

Personalized Dashboards with Insight Cards

Written by Devanshi Kackar

The new Dashboards and Insight Cards in Lawcus are designed to give users faster access to the information they need every day — without needing to run reports or navigate through multiple areas of the system.

With personalized dashboards, interactive insight cards, and customizable layouts, users can quickly review performance, upcoming work, missing time, and firm-wide activity directly from one central place.


Dashboard Levels in Lawcus

Lawcus includes two dashboard experiences

My Dashboard

Available to all users.

This dashboard is personalized based on the logged-in user and focuses on:

  • Individual time tracking

  • Tasks

  • Events

  • Daily priorities

  • Personal performance insights

Each user sees their own data and activity.


Firm Dashboard

Available to Firm Owners and Administrators.

This dashboard provides a firm-wide view of activity and performance across the organization, including:

  • Firm-wide time summaries

  • Team productivity

  • Billing activity

  • Matter activity

  • Performance insights across users and departments


Available Insight Cards

My Dashboard

The following Insight Cards are currently available on My Dashboard:

  • My Time Summary

  • Morning Briefing

Firm Dashboard

The following Insight Card is currently available on Firm Dashboard:

  • Firm Time Summary


My Dashboard


My Time Summary

The My Time Summary card helps users quickly review their recorded time directly from My Dashboard.

Because this card is user-specific, all numbers shown are based on the logged-in user.

What the Card Shows

At the top of the card, users can view their time for the selected date broken down into:

  • Billable Time

  • Non-Billable Time

  • Total Time

Below that, Lawcus provides the same summary for:

  • Week to Date

  • Month to Date

  • Year to Date

This gives users a quick overview of:

  • Time entered today

  • Current weekly progress

  • Monthly performance

  • Year-to-date totals

View Options

By default, the card displays information By Hours.

Users can switch the display to By Amount.

By Hours

Shows the amount of time entered.

By Amount

Shows the billing value associated with that time.

This allows users to evaluate both:

  • The quantity of time recorded

  • The value of the recorded work

Interactive Drilldowns

All numbers on the card are interactive.

For example, clicking the Month to Date Total opens a detailed breakdown of the data behind the number.

Users can then group the data by:

  • Time Entry

  • Matter

  • Client

Example: When grouped by Client, Lawcus displays:

  • Billable Time

  • Non-Billable Time

  • Total Time

This helps users understand:

  • Where their time is being spent

  • Which clients are generating the most activity

  • What contributes to their totals

Actions Available from the Card

Users can take action directly from My Time Summary, including:

  • Add Time

  • Open Insights for deeper analysis

This makes the card both informational and actionable.


Morning Briefing

The Morning Briefing card is available on My Dashboard and helps users begin the day with a clear understanding of:

  • Upcoming events for today

  • Tasks due today

  • Overdue tasks

  • Missing time targets

The card combines information from multiple areas of Lawcus into one daily working view.

Interactive Event Views

Events Today

Clicking Events Today opens a detailed agenda view grouped by event type, including:

  • Client Meetings

  • Internal Meetings

  • Personal Events

Each event includes:

  • Event title

  • Matter or client context

  • Time

  • Duration

  • Attendees

  • Location

Next Event

Clicking the Next Event opens the detailed event view so users can review meeting information and prepare quickly.

Users can also:

  • Open the full calendar

  • Add a new event

directly from the card.

Tasks Due Today

The Tasks section shows how many tasks are due today.

Clicking the section opens a focused task list for the current day.

Task Details

Each task displays:

  • Task name

  • Matter information

  • Assigned users

  • Priority

  • Status

Users can also:

  • Complete tasks

  • Add time

  • View all tasks

  • Create new tasks

directly from the list.


Overdue Tasks

The Morning Briefing also highlights overdue work.

Clicking Overdue Tasks opens a detailed overdue task list grouped by:

  • 1–2 Days Overdue

  • 3–7 Days Overdue

  • 8–30 Days Overdue

This helps users quickly identify:

  • Slightly delayed work

  • Higher priority overdue items

Each overdue task includes:

  • Days overdue

  • Task name

  • Matter context

  • Assigned users

  • Priority

  • Status

Users can also:

  • Complete tasks

  • Add time

  • Open the full task list

  • Create new tasks

from the same view.


Time Target

The Time Target section helps users identify missing time from the previous working day.

For example:

If a user was expected to record 8 hours but only entered part of that time, Lawcus displays the missing amount clearly.

Users can then immediately:

  • Add Time

directly from the card.

This helps improve:

  • Billing accuracy

  • Time capture consistency

  • Daily compliance


Firm Dashboard


Firm Time Summary

The Firm Time Summary card works similarly to My Time Summary, but at the firm level.

This card is available on the Firm Dashboard for Firm Owners and Administrators.

Instead of displaying only the logged-in user’s time, it shows activity across the entire firm.


View By Hours or By Amount

Administrators can view the summary:

  • By Hours

  • By Amount

This allows leadership to review both:

  • Time recorded across the firm

  • Billing value of recorded time

Interactive Firm-Level Drilldowns

All summary numbers are interactive.

When a number is selected, Lawcus opens a detailed breakdown of the underlying data.

By default, the breakdown opens:

By Time Entry

Administrators can regroup the information by:

  • Time Entry

  • Client

  • Matter

  • Matter Originating Timekeeper

  • Matter Responsible Timekeeper

  • Timekeeper

  • Timekeeper Title

  • Practice Area

  • Matter Type / Pipeline

Group By Timekeeper

When grouped by Timekeeper, the system displays the below data for each user.:

  • Billable Time

  • Non-Billable Time

  • Total Time

This helps leadership:

  • Compare productivity

  • Review missing time

  • Understand workload distribution

  • Identify where billable work is happening


Dashboard Customization

Lawcus dashboards are fully customizable.

Users can build dashboards that match the way they work and the information most relevant to them.


Customizing Dashboard

To customize the dashboard:

  1. Open My Dashboard

  2. Click Customize

  3. Select Add

This opens the Insights Library, which is organized by module to help users quickly find available:

  • Cards

  • Charts

Cards

Cards provide:

  • Quick summaries

  • Daily operational insights

  • Action-focused information

Examples include:

  • My Time Summary

  • Morning Briefing

Charts

Charts provide:

  • Visual performance analysis

  • Trends

  • Deeper reporting insights

  • Time Insights Cards


Summary

The new Dashboards and Insight Cards in Lawcus provide users with:

  • Personalized dashboard experiences

  • Interactive insight cards

  • Drill-down reporting

  • Daily operational visibility

  • Firm-wide performance tracking

  • Flexible dashboard customization

Whether using My Dashboard or Firm Dashboard, users can quickly move from high-level summaries to detailed operational views while taking action directly from the dashboard.

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