Using the Smart Board
The Smart Board gives you a visual overview of all active jobs across your firm.
Accessing the Smart Board
Click Smart Board in the sidebar under the Practice section.
Board layout
Jobs are displayed as cards organised into columns by status:
- Not Started — jobs that are queued but not yet begun
- In Progress — jobs currently being worked on
- In Review — jobs awaiting quality review or client approval
- Complete — finished jobs
Job cards
Each card displays key information at a glance:
- Client name
- Job title and type
- Assigned team member
- Due date with colour-coded urgency (green, amber, red)
- Fee amount
Drag and drop
Move jobs between columns by dragging their cards. The status updates automatically in the database.
Filtering
Use the filter bar to narrow the view by:
- Assigned team member
- Client name
- Job type
- Date range
Tip: The Smart Board is ideal for daily stand-ups or weekly team reviews, giving everyone a clear picture of the firm's workload.