The ProLaw® User Dashboard shows a bar chart and a handful of financial totals designed to give professionals a quick pulse on their performance. It doesn't appear by default — it has to be enabled, and then you have to know where to find it.
Enabling the User Dashboard
Access to the User Dashboard is controlled by Security Class. To turn it on, go to Dashboard – Tools – Setup – Security Classes, open the Security Class assigned to the professional, and navigate to the Reports tab. Check the User Dashboard option and save.
Once that's enabled, the professional can access it from Dashboard – View – User Dashboard.
What You're Looking At
One question comes up often once professionals start using it: where exactly do these numbers come from? Knowing the answer matters, because when a figure looks off, you need to know where to dig.
The first thing to understand is that every metric on the User Dashboard is filtered by Transaction Professional — the person who actually performed and entered the work. These are not billing attorney totals or origination figures. They reflect time and fees tied directly to the professional who did the work.
Here's how each of the four metrics maps to a specific query and column.
Fees per Month
The bar chart on the dashboard shows fees earned per month. Hovering over any bar reveals the dollar amount for that period.
To verify it, run a Transactions Query with the following criteria:
fees and date this month and initials = ask user('Type in initials')
The total you're looking for is the Extended Amount total, which appears below all the transactions in the search results.
YTD Fees
This is your cumulative fee total from January 1 through today.
To verify it, run a Transactions Query with the following criteria:
fees and date this year and initials = ask user('Type in initials')
Here the column that ties is Value — not Extended Amount. The Value total appears below all the transactions in the search results and will match the YTD Fees figure on the dashboard.
Current WIP
This is a live, up-to-the-minute figure of your unbilled work in progress.
To verify it, run a Transactions Query with the following criteria:
WIP and fees and initials = ask user('Type in initials')
The Extended Amount total appears below all the transactions in the search results. Because this query captures transactions that haven't yet been billed to an invoice, the total will shift as new time is entered or existing entries are edited or written off.
Current A/R
This is also a live figure — your outstanding accounts receivable at this moment.
To verify it, run an A/R Aging Query with the following criteria:
initials = ask user('Type in initials')
When you run it, use the Listing with Fee Other Totals report format. The number that ties to the dashboard is the Fees Total column in that report. This reflects all outstanding billed amounts for your matters that have not yet been collected.
A Note on Value vs. Extended Amount
One detail worth noting: Fees per Month and Current WIP both tie to Extended Amount, while YTD Fees ties to Value. In the Transactions table, these fields can differ:
- Value is the raw calculated figure — rate times units as entered on the transaction.
- Extended Amount is the value as it stands on the transaction record, which may reflect adjustments made after the initial entry.
For most time entries, the two fields are identical. Differences can appear when a transaction has been adjusted — for example, after a write-down at billing or a fee modification on the proforma. Knowing which column feeds which metric means you can trace a dashboard discrepancy back to its source rather than guessing where the gap is coming from.
If any of these numbers aren't matching up, or you're seeing unexpected discrepancies, that's usually a sign something upstream needs attention — a transaction recorded under the wrong professional, an unintentional adjustment, or an entry sitting in the wrong stage. Reach out to our team and we can help you track it down.