Overview
The Monthly Progress Tracker on your homepage gives you a quick snapshot of how your firm is performing against your monthly goals. It displays three key metrics: New Leads, New Clients, and New Filings.
Interactive Progress Circles
The Monthly Progress Tracker is now interactive. Clicking on the label inside any of the three progress circles (example: New Leads) will open a filtered list showing all the cases that make up that count for the month.
Default Area of Law
If your firm handles multiple areas of law, you can now set a Default Area of Law for your homepage. Once set, your dashboard will automatically display progress data for that area of law without requiring you to select it each time you log in.
How to set your Default Area of Law:
Navigate to Settings (gear icon or your account menu).
or My Account Settings > Monthly Goals
Find the Default Case Type dropdown.
Select your preferred area of law (e.g., Bankruptcy).
Click Save to apply your changes.
Your homepage will now default to showing Monthly Progress data for the area of law you selected.
Note: You can still switch to a different area of law from the dropdown on the homepage at any time. The default setting simply controls which area loads automatically.