> ## Documentation Index
> Fetch the complete documentation index at: https://docs.legalancer.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Dashboard
> How to read the screen you land on after every sign-in.
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.
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## 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.
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## 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.
Four tiles run across the top:
* Active — proceedings from submission through the day itself. Anything you see as Complete or Canceled drops out of the count.
* This Week — how many of those start between today and Sunday.
* 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: Confirmations, Deposits due and Deliveries. Confirmations is the one to watch — that's a proceeding asking you to confirm it's still going ahead. When there's nothing open, the band reads "All caught up".
The Schedule panel below is the center of this lane. It has four rows — Today, Tomorrow, This Week and Next Week — each capped at five proceedings, with a "+N more" link when there are others. Only today's proceedings carry a status badge; everything further out is upcoming by definition, so the badge is left off. Click a proceeding to open a summary window with a link through to the full job.
At the bottom, two panels. Recent Deliveries covers orders delivered in the last 14 days: one file downloads on its own, several download together as a `.zip`. An order that's produced but unpaid shows "Payment due" and a Pay Now button instead. In Production lists orders still being worked, badged Submitted, Pending or Finalizing.
If your only access is to someone else's invoices — no service of your own, and no jobs access shared with you — your dashboard is a statement of account rather than a status board. There are no tiles and no Needs You band, because open invoices are the only thing you'd be chasing and they're in the panel directly below the balance.
Balance leads with the total you have open, drawn on a rule split by urgency: Overdue, This Week and Later, each labeled with its dollar amount rather than a count. Beside it, Billed To breaks the balance down by the account that owes it, largest first, so you know whose invoice you're clearing. If more than one account is involved, the panel header says how many. When nothing is outstanding, the panel says so and shows your last payment and its date.
Open Invoices is one merged ledger across both service lines, sorted by due date — you pay by deadline, not by which department raised the bill. Each row shows the invoice number, the matter, how the due date reads in plain terms ("4 days overdue", "Due today", "Due Thursday", "Due Mar 12", or "No due date" when none was set), the account it belongs to, the service, and the amount. Up to eight rows show at once; above that the footer says how many of the total you're seeing and links to the full tables. The panel header tells you how far past due the oldest open invoice is.
Each row has a Pay Now button. It's greyed out until the invoice has synced to QuickBooks — that sync is what a payment link is generated against, so a brand-new invoice can be visible before it's payable. It's also greyed out for any invoice on an account that gave you access to jobs but not to billing.
Payment History shows settled invoices from the last 90 days, five at a time, with the total paid in that window in the header and a Receipt download on every row. Voided invoices never appear here — nothing was paid.
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## 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.
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## 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](/accounting/pay) unlocks its download immediately. If a Download button hasn't appeared a moment after payment, use the refresh button rather than paying again.
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## Where to go next
The queue behind the Needs You chips on the Transcription view.
The queue behind the Needs You chips on the Proceedings view.
The full unpaid and paid tables, split by service.