Firm Dashboard and Insights
The HAQQ firm dashboard gives you a real-time view of matters, deadlines, revenue, and team activity across your legal practice.
DashboardGood Morning, Sarah
What You See When You Log In
After logging in, you land on the Dashboard with a personalized greeting ("Good Morning, [Name]"), today's date, and five summary widgets. Each widget has a "+ Create" button for quick entry without navigating to the full module.
- The dashboard is the first screen after login and the one to start the day on.
- What appears is scoped to your role. A managing partner gets the firm-wide picture; an associate gets their own assignments and deadlines.
- The AI is one click from the dashboard, as it is from every other page in eFirm.
- Each card summarizes its module and links straight through, so you can tell whether anything needs attention without opening seven screens.
- Empty states say so plainly instead of showing a zero. Nothing to read here today.
- Create from the card itself. A task raised here lands in exactly the same place as one created from the Tasks module.
Dashboard Widgets
| Widget | What It Shows | What to Do |
|---|---|---|
| Legal Matters | Count of active matters + recent matter names | Click "View All" to see your full matter list, or click any matter name to open it |
| Calendar | Upcoming events (meetings, court dates, deadlines) | Click "View All" to see your weekly calendar |
| Announcements | Firm-wide announcements from your administrator | Read and note any action items |
| Hearings | Upcoming hearing dates with court details | Click any hearing to review details and prepare |
| Tasks | Your assigned tasks with status indicators | Click any task to update progress or view details |
Top Bar Toolbar
AI Twin
Search
Quick Add
Timer
Alerts
Chat
The Top Bar (Your Toolbar)
The top bar is always visible across every page. It contains the tools you will use most frequently.
Top Bar Tools
| Tool | Description |
|---|---|
| AI Twin button | Opens Justinian for drafting, research, review, and execution. Requires an active AI Engine trial or subscription. |
| Search bar | "Search matters, contacts, tasks..." — global search across every entity in the system. |
| "+" button | Quick-create any entity without navigating to its module. |
| Check In button | Records your attendance for the day. Click once in the morning. |
| Start Timer button | Opens the timesheet timer. Three modes: live Timer, Manual entry, or Range. |
| Notifications bell | Alerts for matter updates, hearing changes, task assignments, and other events. |
| Messaging icon | Internal chat with team members and groups. |
Quick Actions You'll Use Every Day
Daily Quick Actions
| Action | How | Time |
|---|---|---|
| Log billable time | Top bar > Start Timer > link to matter > stop when done | 5 seconds to start |
| Search for a matter | Top bar > Search bar > type matter name | Instant |
| Check today's hearings | Dashboard > Hearings widget, or Hearings module | 1 click |
| Send a quick message | Top bar > Messaging icon > click their name > type | 10 seconds |
| Create a task | Dashboard > Tasks widget > + Create, or Tasks module | 30 seconds |
| Check upcoming deadlines | Calendar module > week view | 1 click |
eFirm Sidebar
Dashboard
Legal Matters
Contacts
Tasks
Calendar
Hearings
Documents
Financial
Emails
Leads
KYC
View More ▾
Who It Is For
Managing partners see the firm-wide picture with all matters, team utilization, and financial overview. Associates see their assigned work, upcoming deadlines, and personal tasks. Support staff see the operational view of what needs filing and what deadlines are approaching. Each role sees a dashboard tailored to their responsibilities.
Tip
The dashboard is your command center. Start every day here: check your hearings, review assigned tasks, scan announcements, and start your timer before diving into your first matter.
Summary
One screen. Matters, hearings, tasks, calendar, announcements, and AI - all at a glance, with quick actions that take seconds, not minutes.