Skip to main content
The dashboard is the first screen after you sign in, and it is built to answer three questions without you opening anything: what is moving, what is waiting on you, and what you owe. Your name is in the header, and a refresh button sits at the top right.

​
Which version you see

There are three layouts. You get the one that matches your account — it isn’t a setting you pick.
  • If you use both services, a Transcription tab and a Proceedings tab appear across the top. Switching between them doesn’t reload the page.
  • If you use one service, you land straight in that lane with no tabs.
  • If you don’t order anything yourself and someone has shared only their invoices with you, you get a statement of account instead. That layout is covered under Billing-only accounts below.
Which services count as yours is the sum of two things: the services enabled on your own account, and the services on any account that has shared jobs access with you. So a paralegal who orders nothing personally but has jobs access to two attorneys’ accounts still sees the full service lanes.

​
The service lanes

Four tiles run across the top:
  • In Production — everything active that isn’t waiting on payment. This includes jobs still sitting at Submitted, Estimate or Deposit, not just the ones being typed.
  • Payment Due — transcripts that are finished and locked until the invoice is paid.
  • Awaiting You — the number of items in your Action Required queue. It turns red as soon as it’s above zero.
  • Outstanding — your unpaid balance, rounded for display.
Under the tiles is a Needs You band with a chip for each kind of open item: Estimates, Deposits due and Payment due. A chip only appears when its count is above zero, and each one links straight into the matching queue. When there’s nothing at all, the band reads “All caught up”.Below that, two panels sit side by side.Recent Transcripts covers the last 14 days. Finished jobs get a Download button. Jobs that are produced but unpaid appear here too, at the top, with a Pay Now button in place of Download — paying is what unlocks the file. A link at the bottom opens your full transcript history.In Production lists each active job with the case identity you gave it and a badge showing where it is: Draft, Submitted, Estimate, Deposit or Transcribing. Transcribing covers the whole production span, so a job can sit on that word for a while without anything being wrong. Jobs waiting on payment aren’t here — they’re in Recent Transcripts, with the Pay button. Click any row to open the job.

​
What the numbers do and don’t include

Outstanding, and the balance on a billing-only dashboard, count only invoices you have billing access to. If a colleague shared their jobs with you but not their billing, their unpaid invoices are invisible to you and are not in your total. Recent Transcripts and Recent Deliveries both stop at 14 days. Anything older is still there — follow the link at the bottom of the panel to the full list rather than assuming it’s gone.

​
Keeping it current

The two halves of the page refresh differently, which is worth knowing before you sit staring at a stale number. The Needs You chips and the Awaiting You tile update on their own roughly every three minutes, and pause while the browser tab is in the background — so they can be a few minutes behind, and they catch up shortly after you come back to the tab. Everything else — the other tiles, the schedule, and all the panels — is loaded when the page loads. Use the refresh button at the top right to pull fresh figures without reloading the page.
Paying an invoice unlocks its download immediately. If a Download button hasn’t appeared a moment after payment, use the refresh button rather than paying again.

​
Where to go next

Transcription: what needs you

The queue behind the Needs You chips on the Transcription view.

Proceedings: what needs you

The queue behind the Needs You chips on the Proceedings view.

Invoices

The full unpaid and paid tables, split by service.