Transform the way your firm monitors on-hold matters. Instantly spot overdue tasks, allocate resources wisely, and keep every case moving forward.
In a busy legal practice, a matter that sits on hold or goes stale can quickly become a hidden liability. Un-addressed tasks accumulate, deadlines slip, and client confidence erodes. Our diary feature gives solicitors a single, intuitive pane of glass to keep all matters visible, accountable, and under control.
Built specifically for UK law firms, this dashboard respects the unique workflow of conveyancing, litigation, and commercial law practices. It aligns with the Solicitors Regulation Authority (SRA) expectations for diligent case management while delivering a modern, responsive user experience.
The dashboard’s filtering engine is engineered for speed and precision. Whether you need to see every on-hold matter across the firm or focus on a single fee-earner’s workload, a few clicks bring the exact data you need.
Select any solicitor, partner, or support staff to instantly surface due or overdue tasks they own or share responsibility for.
Narrow results by case stage – from fee-earner onboarding through post-completion – ensuring you see the exact point of delay.
Target specific task types such as ID checks, document exchange, or mortgage offer. Drill down to the precise activity that needs attention.
Combined filters can be layered – for example, “All Users + Onboarding + ID Checks” – giving you the power to run granular reviews without writing a single line of code.
Every task displayed includes an auto-calculated overdue indicator. The system highlights:
Because the data refreshes every few seconds, you can trust that the numbers you see reflect the current state of the firm’s workload, even in a high-volume environment.
Because of the detailed workflows, which are linked to the diary, nothing gets missed:
The reporting module allows for export of diary data for external analysis and reporting.
The diary dashboard plugs directly into the core case-management engine you already use. No extra licences, no duplicate data entry – the same case IDs, fee-earner records, and task definitions flow automatically.
The diary is built right into Legal CM and is accessible from every screen.
As matter workflows are update the diary is automatically updated
New features roll out without downtime or manual upgrades.
"Since using the diary dashboard, our fee-earners have cut overdue tasks by 40 %. The visual filters make it easy to stay on top of the caseload."
"Now nothing gets missed, the next steps for each matter are always listed in the diary, and only become due after a realistic timeframe."
"Being able to add custom tasks into the diary, as well as get a overview of whether fee-earners are falling behind is extremely useful."
Empower your firm with a crystal-clear view of every matter, every overdue task, and every opportunity to improve service delivery.