Accounts and dashboards for every role

One role-aware view for customers, owner/admin, staff, paralegals, and attorneys.

This page audits and previews what each user type should be able to see and do: save drafts, organize uploaded copies, track finished legal items, review assignments, and keep attorney-review boundaries clear.

Add Role Record My Dashboard Assignment Center

Dashboard completion focus

Every dashboard should make the next useful action obvious.

Current item

Show the current matter, draft, document group, review order, or professional contact first.

Blocked item

Highlight missing information, payment/refund issue, support issue, profile claim, or review-gate blocker.

Next handoff

Keep customer, staff, paralegal, attorney, referral, and owner steps separate so status stays accurate.

Role focus

Keep the next action visible.

Saved work

Use the dashboard to find the current matter, draft, upload group, review request, and next task.

Clean handoff

Staff, preparation, and attorney review work should keep notes, documents, versions, and boundaries separate.

Clear status

Draft, review, finalization, payment, referral, and professional-contact statuses should not be mixed together.

Role dashboard preview: Save a sample role record to test how customer, owner/admin, staff, paralegal, and attorney work should be separated.

Role dashboard snapshot

Work grouped by who needs to act next.

workflow shortcuts

Create, save, review, and resume faster.

Create / Download

Use the guided studio for named draft records and practical downloads.

Guided Studio

Saved Work Vault

Review drafts, uploads, finished items, exports, and review requests in one role-aware view.

Work Vault

Review Add-On

Route an item into staff, paralegal, or attorney review with engagement-gate safeguards.

Review Bridge

Referral and QR tools

Track account-owned referral links alongside saved work and review paths.

Use referral accounts for customers, helpers, community partners, staff, paralegals, and attorney-adjacent review sources without implying legal advice or attorney engagement.

Referral Dashboard

Create unique codes, links, and QR images tied to an account.

Open Dashboard

QR Flyer Tools

Print or save simple flyers for phones, desks, events, and helper locations.

Build Flyer

Referral Program

Keep customer-facing language clear and compliant.

View Program