Case Management Portal

Legal Technology

An interactive legal case management system demonstrating persona-based dashboards for Partner, Lawyer, Paralegal, and Legal Admin roles. Includes both Plaintiff and Defendant matter examples.

Complex 5 Critical Rules Demonstrated

Regulatory Context

Legal practice management systems must maintain audit trails and ensure data confidentiality per bar association ethics rules and attorney-client privilege requirements. All personas access the same matter data with role-appropriate views.

Critical Rules Demonstrated

Interactive Portal

Select Your Role

Each persona sees the same matters tailored to their responsibilities

Partner

Margaret Chen

Portfolio Oversight & Strategy

High-level view of all active matters, revenue pipeline, resource allocation, and strategic recommendations for both plaintiff and defendant cases.

12 Active Matters$8.5M Pipeline87% Utilization

Lawyer

David Kim

Case Workspace & Legal Strategy

Detailed case views with deadlines, document workspace, court calendar, witness management, and opposing counsel tracking.

5 Active Cases8 Upcoming Deadlines14 Documents

Paralegal

Lisa Martinez

Task Management & Document Preparation

Prioritized task queue across matters, document preparation tracking, discovery management, filing deadlines, and research assignments.

10 Active Tasks3 High Priority6 Documents Due

Legal Admin

Robert Park

Operations & Scheduling

Calendar management, client correspondence log, court filing status, invoicing overview, and new matter intake tracking.

18 Appointments$110K Outstanding4 Filings Due

Upcoming Deadlines

2 Urgent

28 Jan

Expert Witness Disclosure Meridian v. Apex

filing Urgent

30 Jan

Motion to Compel Response State v. NovaTech

filing Urgent

31 Jan

Deposition - Dr. Reynolds Meridian v. Apex

deposition

03 Feb

Status Conference State v. NovaTech

hearing

Brand Rules Applied

LOGO-001: All dashboard headers use left-aligned layout, never centered
ICON-001: All icons use outlined stroke style (fill="none") throughout the portal
COLOR-001: Citrus accent backgrounds always pair with Navy text, never white
A11Y-001: All text maintains 4.5:1+ contrast ratio, status uses text labels not just color
TYPO-001: Section headings use Chronicle Display at 36px+, body uses Montserrat