Partner Dashboard

Legal Technology

Executive overview dashboard for Managing Partner Margaret Chen, providing firm-wide visibility across all active matters, financials, team allocation, and key deadlines.

Complex 4 Critical Rules Demonstrated

Regulatory Context

Managing partners require aggregate visibility into all firm matters for oversight, conflict checking, and resource allocation. Billing data must comply with trust accounting rules and bar association fee guidelines.

Critical Rules Demonstrated

Live Example

Back to Portal

Margaret Chen Managing Partner

2 Active Matters

$12.0M Pipeline Value

$477,400 Total Billed

$110,500 Outstanding

M-2024-0847

Meridian Health v. Apex Insurance Group

active medium risk

Type Commercial Litigation - Insurance Bad Faith

Client Meridian Health Systems

Stage Discovery

Est. Value $4.2M

Progress 45%

Team: MCDKLM

M-2024-0912

State of Illinois v. NovaTech Solutions

pending high risk

Type Regulatory Defense - Environmental Compliance

Client NovaTech Solutions Inc.

Stage Pre-Trial Motions

Potential Exposure $7.8M

Progress 30%

Team: MCSTJO

Financial Overview

Meridian v. Apex

Total Billed $285,400

Hours 482

Outstanding $62,500

Budget Usage 68%

Last Invoice: Jan 15, 2025

State v. NovaTech

Total Billed $192,000

Hours 310

Outstanding $48,000

Budget Usage 45%

Last Invoice: Jan 10, 2025

Team Allocation

6 members

Name	Role	Assigned Cases
MC Margaret Chen	Managing Partner	Meridian v. Apex State v. NovaTech
DK David Kim	Senior Associate	Meridian v. Apex
ST Sarah Thompson	Associate	State v. NovaTech
LM Lisa Martinez	Senior Paralegal	Meridian v. Apex
JO James O'Brien	Paralegal	State v. NovaTech
RP Robert Park	Legal Administrator	Meridian v. Apex State v. NovaTech

Key Deadlines

8 upcoming

28 Jan

Expert Witness Disclosure Deadline for initial expert witness disclosures per scheduling order

Meridian v. Apex

filing Urgent

30 Jan

Motion to Compel Response Response to plaintiff's motion to compel due to court

State v. NovaTech

filing Urgent

31 Jan

Deposition - Dr. Reynolds Expert witness deposition, 10:00 AM at opposing counsel's office

Meridian v. Apex

deposition

03 Feb

Status Conference Judicial status conference, Courtroom 7A

State v. NovaTech

hearing

05 Feb

Document Production Deadline Complete production of all responsive documents per discovery order

Meridian v. Apex

filing

07 Feb

Client Strategy Meeting NovaTech executive team strategy session, conference room B

State v. NovaTech

meeting

10 Feb

Pre-Trial Brief Due Pre-trial brief and proposed findings of fact

State v. NovaTech

filing

14 Feb

Mediation Session Full-day mediation with Judge Carter (ret.) as mediator

Meridian v. Apex

meeting

Recent Activity

Last 5 entries

Sent discovery request follow-up to opposing counsel

Robert Park - Meridian v. Apex

4:32 PM 2025-01-27

Client call regarding deposition preparation

David Kim - Meridian v. Apex

3:15 PM 2025-01-27

Filed motion to compel discovery responses

Sarah Thompson - State v. NovaTech

1:45 PM 2025-01-27

Uploaded expert report draft for review

Lisa Martinez - Meridian v. Apex

11:20 AM 2025-01-27

Team huddle - NovaTech defense strategy review

Margaret Chen - State v. NovaTech

4:00 PM 2025-01-26

Brand Rules Applied

LOGO-001: Portal header and all section headers use left-aligned layout, never centered
ICON-001: Every icon uses outlined stroke style (fill="none" stroke="currentColor" stroke-width="1.5"), never filled
COLOR-001: Citrus accent backgrounds always pair with Navy text for WCAG contrast; white text is never used on Citrus
A11Y-001: Team table uses proper semantic HTML (table/thead/tbody/th with scope), all status indicators use text labels, minimum 4.5:1 contrast ratio maintained