April 04/10/26 Tech Tips

Your Dashboard, Your Way: How Longbow One Knows What You Need to See

This is the second in a series of posts introducing Longbow One.

In the Windows app, everyone logs into the same home screen. It doesn't matter if you're the managing partner reviewing firm performance or a paralegal chasing medical records — you start in the same place, and then you navigate to the information that matters to you.

Longbow One changes that. When you log in, the system already knows your role, and it shows you a dashboard built specifically for the way you spend your day. Not a configurable widget board you have to set up yourself. A finished, purpose-built view that works the moment you log in for the first time. There are three dashboards. Let's walk through each one.

The Managing Partner Dashboard

If you run the firm, your morning question is some version of: How is the business doing, and is anyone dropping the ball?

The managing partner dashboard answers that question in the first five seconds. Across the top, five stat cards show the numbers that matter: total active cases, pipeline value (the sum of estimated settlement values across all open cases), trailing six-month revenue, firm-wide SOL alerts, and stale cases — matters where nothing has happened in 60 or more days.

Below the stat cards, a case pipeline chart shows how many cases sit in each lifecycle phase: Intake, Investigation, Demand, Litigation, and Settlement. This is where you spot bottlenecks. If 70 cases are piling up in Investigation and only 12 are in Demand, something is stuck — and now you can see it without running a report.

A monthly revenue bar chart shows the last six months of contingency fee income with a trend line. For PI firms where revenue arrives in unpredictable lump sums rather than steady monthly billing, this is the closest thing to a financial heartbeat.

The attorney performance table shows each attorney's active case count, cases settled this quarter, average case value, and average days to resolution. When one attorney is averaging 280 days to settlement, and everyone else is under 200, that conversation becomes data-driven instead of anecdotal.

And the SOL alerts panel lists the cases with the nearest statute deadlines where filing hasn’t occurred across the entire firm, color-coded by urgency — red for under 30 days, amber for under 90, green beyond that. You see every case, regardless of which attorney handles it.

The Working Attorney Dashboard

If you carry a personal caseload, your morning question is different: What do I need to do today, and is anything about to go wrong on my cases?

The attorney dashboard is built around that question. The stat cards show your numbers: your active case count, cases settled this quarter, average case value, pending demands (with the age of the oldest), and your personal SOL alerts.

The centerpiece is a Today's Priorities checklist. Every task due today or overdue appears here with a colored tag showing the type — Depo, Court, Review, Call, Records, Filing — and an interactive checkbox. Complete a task, and it clears from the list. If a task has a multi-step checklist underneath it, a mini progress bar shows how far along it is without you having to open anything.

Below that, your personal SOL countdown shows only the statute deadlines on your cases, sorted by nearest first. Same color-coding as the partner dashboard, but scoped to your caseload alone.

A settlement negotiation tracker shows your cases where a demand has been sent: how long it's been pending, whether an offer has come back, and how the numbers compare. Cases where a demand has been sitting for 45 or more days with no response float to the top — because stale demands don't settle themselves.

Also, a client 's-needing-contact list flags any case where no one at the firm has communicated with the client in 30 days or more. At 45 days, it goes red. This is the feature that prevents the "my lawyer never calls me back" problem before it becomes a complaint.

The Paralegal Dashboard

If you're a paralegal or legal secretary, your question is the most concrete of the three: What should I work on right now?

The paralegal dashboard is an operations command center. Stat cards show tasks due today, medical records requests pending (with an overdue count), incoming items to process, attorney requests waiting for action, and clients due for a follow-up contact.

The daily task queue is the main event — a checklist that's typically longer than the attorney's (8 to 15 items on a busy day) with paralegal-specific tags: Records, Drafting, Filing, Client Contact, Intake, Scheduling, Liens, Correspondence. This is your work order for the day, prioritized and actionable.

An attorney requests feed, shows tasks that were assigned to you by attorneys, with the assigning attorney's name and a priority badge. High-priority items are visually elevated so they don't get buried.

The medical records tracker is one that paralegals in PI firms have been asking about for years. It shows every outstanding records request across your assigned cases: the provider name, the case, the date the request was sent, when the follow-up is due, the HIPAA authorization status, and the current state — Pending, Overdue, Received, or Not Yet Sent. No more spreadsheets. No more checking each case individually.

A document completeness view shows which standard documents are on file for each case — police report, insurance dec page, medical records, bills, wage loss documentation, photos — with completion percentages. This tells you which cases are file-ready and which still have holes.

And a lien tracker shows outstanding medical liens sorted by balance, with a firm-wide total. When the managing partner asks, "What's our total lien exposure?" you already have the answer on your screen.

Why this matters

The three dashboards aren't three versions of the same thing with different filters. There are three different tools for three different jobs. The data a managing partner needs to run the business is genuinely different from the data a paralegal needs to get through Tuesday morning.

In the Windows app, that meant everyone navigated to their own corners of the system and built their own mental picture of what mattered. In Longbow One, that picture is already built for you when you sit down.

Next in the series

Post 3: Tasks, Playbooks, and Kanban — How Longbow One's task management keeps cases moving forward, from personal task queues to firm-wide visual boards to reusable workflow templates.

We'll be sending out invitations to work with a beta version of Longbow One in the coming weeks. Watch your inbox.

— The Longbow Team