Navigating the Dashboard
Last updated October 19, 2024
Welcome to CloudLex - The Legal Cloud! This guide will help you get familiar with the CloudLex Dashboard, your central hub for managing legal matters, tracking tasks, and accessing essential tools. Follow the steps below to navigate through the dashboard efficiently:
Step-by-Step Guide
- Login to CloudLex
- Visit CloudLex and enter your login credentials.
- Click on the "Login" button to access your account.
- Explore the Dashboard Overview
- Once logged in, you'll be directed to the main dashboard.
- Here, you’ll see an overview of recent activities, tasks, and updates for your cases.
- Access Key Features
- My Matters: View and manage your ongoing legal cases.
- Tasks: Keep track of tasks, deadlines, and assignments.
- Calendar: Schedule meetings, court dates, and other important events.
- Documents: Access and organize your legal documents securely.
- Customize Your Dashboard
- Click on the "Settings" icon to customize your dashboard layout.
- Rearrange widgets, add or remove sections, and personalize it to suit your workflow.
- Use the Search Bar
- Use the search bar at the top to quickly find cases, contacts, or documents.
- Enter keywords or case numbers to streamline your search.
- Get Help & Support
- If you need assistance, click on the "Help" button located at the top right.
- Access tutorials, FAQs, or contact the support team for further help.
By following these steps, you will become proficient in navigating the CloudLex Dashboard and managing your legal matters effectively. Happy managing!
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