From Default to Dynamic: Customizing Your Dashboard

Every day, you sit down and take stock of everything happening across your matters, whether you’re a litigation assistant plotting your daily to do, or the partner whose name is on the door. You have new clients waiting to be helped, matters moving through your pipeline, deadlines that are quietly ticking closer. It’s a lot to handle. Your dashboard should be the thing that makes it easier, not just another screen to scroll past.

Join our very own Client Trainer Dylan Petrou for a webinar all about making your Smokeball dashboard truly work for you. When you can see your top priorities at a glance, you spend far less time hunting for answers and more time doing what you got into this work to do: help people.  

Whether you're managing intake, keeping tabs on active matters, or juggling a bit of everything, Dylan will walk you through the many helpful dashboard widgets available to you, and how to put them to work in a way that fits your firm's day-to-day rhythm. You'll see how to build a view that pulls up the information you actually need, right when you need it, instead of digging for it.

Default dashboards can be a helpful starting point. But a customized dashboard is as unique as both you and the client matter are, and can be tailored to fit whatever the situation demands. It's the difference between a tool that simply works and one that feels like it was built just for you and your team.

Come see what's possible when your dashboard finally keeps pace with everything you're juggling so you can focus on the work.