The home page and setup checklist

The Home page is the first thing you see when you open your firm. It has four parts.

1. Setup checklist

A Setup checklist card with a progress bar; each step gets a tick when it is done:

1. Invite your team: done once the firm has more than one active member.
2. Complete the firm profile (VAT and licence numbers): done once both numbers are saved in Settings.
3. Choose who can see matters (everyone or assigned only): done once the general settings have been saved at least once; see who can see matters.
4. Choose your plan: done once you move from Free to a paid plan.

Steps are clickable links for the Owner and Partners only; other members see them as plain text.

2. Latest notifications

Your last 5 notifications with an All notifications link. See Notifications.

3. Your plan

The plan name and usage meters against the limits (open matters, contacts, users, storage, generated documents, invoices, intake forms). A meter turns red when the limit is reached. See Compare the plans.

4. Upcoming hearings and deadlines

A section at the bottom listing upcoming hearings, statutory deadlines and tasks assigned to you.