See How a Matter Dashboard Can Transform Your Legal Operations

A matter dashboard isn’t just another tool—it’s a software solution that takes care of disorganized legal intake, unstructured workflows, lack of visibility, and poor decision making.

It streamlines how you track, manage, and report on legal work, giving you a clear view into every request, deadline, and outcome.  

And once you have one, you’ll wonder how you ever lived without it. Let’s dive into why.

What Is a Matter Dashboard?

A matter dashboard is a centralized hub where legal teams can track, organize, and analyze all their ongoing matters. Instead of filtering through scattered emails or updating clunky spreadsheets, a dashboard provides a single source of truth for:

• Matter status and progress

• Assigned team members

• Key deadlines and next steps

• Workload distribution

• Real-time analytics and reporting

Top 5 Key Benefits for Legal Teams

So, why should your legal team invest in a matter dashboard? Here are five of the key benefits of having a matter dashboard:

Essential Features of a Legal Matter Dashboard

A matter dashboard that is worth investing in should do more than just display case details—it should actively streamline workflows, improve visibility, and enable data-driven decision-making. Here are the key features to look for:

• AI-powered intake – Automatically capture, categorize, and triage legal requests, ensuring they’re assigned to the right team members.

• Customizable workflows – Tailor workflows to match your processes—whether it’s approvals, escalations, or specific matter types.

• Task and deadline tracking – Stay ahead of deadlines with automated reminders, task assignments, and real-time progress tracking.

• Collaboration tools – Enable seamless communication between legal teams and business stakeholders with extensive integrations, built-in task delegation, approval tracking, and internal notes.

• Real-time reporting – Generate on-demand reports with insights into KPIs such as turnaround times, workload distribution, and legal team performance—all without manual data entry.

What Metrics Should a Matter Dashboard Track?

A great matter dashboard shouldn’t just help with organizing matters—it should help you get ahead and prove legal’s value to the rest of the business. Here are some key metrics to track:

• Matter volume – How many requests is your legal team handling each month?

• Matter type distribution – What categories (e.g., contracts, compliance, disputes) take up most of your time?

• Response and resolution times – How long does it take to acknowledge and close matters?

• Workload allocation – Are matters evenly distributed, or is one team member drowning while others have capacity?

• Business impact – What outcomes are legal driving for the organization?

Tracking these insights helps in-house legal teams operate more strategically and advocate for the right resources.

Is Your Legal Team Ready for a Dashboard?

If your legal team is constantly buried in email requests, struggling to track open matters, or scrambling to compile reports for leadership, it’s a sign that your current system isn’t working.  

A lack of visibility into workloads, slow response times, and frequent bottlenecks create inefficiencies that impact both legal and the broader business. If deadlines are being missed, legal risks being seen as a roadblock rather than a strategic partner. Or if your team is overwhelmed with repetitive tasks, then it’s time for a change.  

A matter dashboard can provide the clarity, automation, and insights needed to manage legal work more effectively—so you can focus on high-value tasks instead of chasing down updates.

How Checkbox Can Help

Your legal team shouldn’t have to waste time digging through emails, updating spreadsheets, or chasing down status updates. Checkbox brings everything into one smart, AI-powered matter management dashboard that keeps your team organized, efficient, and in control.

Here are some key ways Checkbox can help transform your legal operations:

✅ AI-Powered Intake – Stop sifting through inbox clutter. Checkbox automatically captures and categorizes legal requests coming from platforms such as email, Slack, Microsoft Teams, and more, so nothing slips through the cracks.

✅ Customizable Dashboards – See everything at a glance—open matters, deadlines, workloads, and trends—all in one place and tailored to your team’s specific legal operations with custom widgets.

✅ Self-Service Automation – Reduce repetitive work by enabling other business teams to find answers themselves and submit requests through automated workflows.

✅ Internal Notes & Context Tracking – Keep key details where they belong. Add internal notes directly within matters, tag colleagues for updates, and maintain a clear record of discussions for greater compliance and risk management.

✅ Instant Reporting – No more scrambling for data. Checkbox allows you to generate real-time reports on matter volume, turnaround times, and legal’s impact with just a few clicks.

With Checkbox, your in-house legal team can prove its value to the organization while operating more efficiently and with greater control than ever before. Ready to see it in action? Schedule a demo today.