The Action Desk is the default landing page for fee earners when they log into Case Matters within the Evo Legal Platform. It provides an immediate, prioritised overview of all critical tasks, urgent matters, and time-sensitive actions across every case assigned to the user. An intelligent algorithm analyses all cases and their associated tasks to surface the most important items, ensuring fee earners can see exactly what requires their attention the moment they begin their working day.
Tasks can be completed directly from the dashboard through context-sensitive Quick Action modals that pre-populate case information, automatically begin time recording, and surface relevant fields for the task type – including Send Memo, Send Email, Send Letter, Log Call Made, and Log Call Received. Additional task management options are available through a three-dot menu on every task panel, allowing fee earners to view the related case, edit the task, reschedule, reassign, or delete the task without navigating away from the Action Desk.
The page is organised into two main areas: a top-level dashboard surfacing today’s critical actions identified by the algorithm, and a detailed task board below that categorises all outstanding actions into Action Required Today, Due Today, and This Week columns. Tasks automatically move between columns in real time as deadlines pass.
Tasks are further organised by thematic tabs – All, Documentation, Communication, and Financial Matters – allowing fee earners to focus on specific areas of their workload. Display controls allow users to switch between Kanban and List views, group or ungroup tasks by type, and toggle between Compact and Detailed views.
Feature Overview
Purpose
Provide fee earners with an intelligent, prioritised landing page that surfaces the most critical tasks and urgent actions across all their cases, enabling them to efficiently manage their daily workload and complete routine actions directly from a single screen.
Key Benefits
Intelligent task prioritisation – an algorithm analyses all cases and tasks to surface the most critical, high priority, and time-sensitive items
Immediate daily overview – fee earners see their most important actions the moment they log in
One-click task completion – action tasks directly from the dashboard via context-sensitive Quick Action modals
Automatic time recording – time is captured automatically when a Quick Action is opened and logged against the related case
Thematic task filtering – filter tasks by category including Documentation, Communication, and Financial Matters
Flexible display options – switch between Kanban and List views, group or ungroup tasks, and adjust panel density
Cross-case visibility – tasks from all assigned cases consolidated into a single prioritised view
Target Users
Fee Earners
Case Handlers
Partners / Supervisors
Support Staff
Compliance Officers
Navigation & Access
Accessing the Action Desk
The Action Desk is accessed automatically when logging into Case Matters:
Log into the Evo Legal Platform
Select Case Matters from the main navigation
The Action Desk loads as the default landing page
The Action Desk can also be accessed at any time by clicking the Action Desk icon or tab in the main navigation panel.
Screen Components & Layout
The Action Desk contains two primary sections: the Today’s Critical Actions dashboard at the top and the Task Board below, supported by thematic navigation tabs and display configuration controls.
1. Today’s Critical Actions Dashboard
Location: Top of the Action Desk page
Purpose: Surface the most critical tasks identified by the algorithm – including high priority items and the longest overdue tasks – that the fee earner needs to address today.
Information Displayed
Each panel within the dashboard displays the following:
Case Reference – the reference number of the case the task relates to
Client Name – the client associated with the case
Task Description – the nature of the task, such as:
Send a memo
Send an email
Send a letter
Log a call made or received
Priority Indicator – flags whether the task is high priority, overdue, or compliance-related
Interactive Elements
Action Button – the main call-to-action button on each panel, which adapts to the task type (e.g. Send Memo, Send Email, Send Letter, Log Call). Clicking opens the relevant Quick Action modal
Three Dot Menu (…) – located on each panel, providing additional task management options (see Three Dot Menu Options below)
2. Thematic Navigation Tabs
Location: Below the Today’s Critical Actions dashboard
Purpose: Filter the task board by thematic category to help fee earners focus on a specific area of their workload.
Available Tabs
All – displays all tasks across every category (default view)
Documentation – tasks related to document review, preparation, or management
Communication – tasks related to client or third-party communications, including memos, emails, and calls
Financial Matters – tasks related to billing, time recording, disbursements, and financial management
3. Task Board
Location: Below the thematic navigation tabs
Purpose: Display all outstanding tasks organised into prioritised columns based on urgency and timing.
Task Board Columns
Tasks are organised into the following columns:
Action Required Today – tasks that are overdue and require attention today, including the most overdue items at the top of the column
Due Today – tasks with a deadline falling on today’s date
This Week – time-sensitive tasks due at some point within the current week
Compliance – Tasks which have been applied with the Compliance tag
Tasks automatically move between columns in real time as time passes – for example, a task in This Week will progress to Due Today on its due date and to Action Required Today if it becomes overdue. The Action Desk reflects these changes without the user needing to refresh the page.
Task Panel Information
Each task panel within the columns displays:
Case Reference – the case the task is associated with
Task Description – a summary of the task to be undertaken
Action Button – a context-sensitive button to action the task directly. Common action buttons include:
Send Memo
Send Email
Send Letter
Log Call Made
Log Call Received
Three Dot Menu (…) – provides additional task management options
4. Display & Configuration Controls
Location: Top right of the Task Board
Purpose: Allow users to customise how tasks are displayed on the Action Desk.
View Options
Column View (Kanban) – tasks displayed in three columns: Action Required Today, Due Today, and This Week (default view)
List View – all tasks listed sequentially down the page rather than in columns
Grouping Options
Group – tasks are grouped together based on the type of action they relate to
Ungroup – all tasks are displayed individually without grouping
Panel Density
Compact View – condensed task panels showing key information only, allowing more tasks to be visible on screen at once
Detailed View – expanded task panels showing more information about each task
Quick Action Modals
Quick Action modals allow fee earners to complete common tasks directly from the Action Desk without navigating to the related case. When the action button on a task panel is clicked, the appropriate Quick Action modal opens with case and task information already pre-populated.
Common Modal Behaviour
All Quick Action modals share the following behaviour:
Pre-populated case – the case the task relates to is automatically populated and cannot be changed within the modal
Task description displayed – the description of the task being actioned is shown at the top of the modal for reference
Automatic time recording – a timer starts automatically when the modal opens and is logged against the related case on completion. The timer can be stopped manually if required
Required field validation – the action cannot be completed until all required fields have been populated
Save and Exit – partially completed actions can be saved and resumed later, allowing the user to continue with another task
Task completion – on completion, the task is marked complete, removed from the Action Desk, and the time recorded is logged against the related case
Send Memo
Triggered from any task panel where the action button is Send Memo.
Fields Captured
Correspondent – the recipient of the memo
Phrase Template – the standard phrase or template to base the memo on
Memo Details – the body of the memo
Follow-up Tasks – any subsequent tasks to be raised against the case
Time Recording – the time captured automatically against the case (manually adjustable if required)
Once all required fields have been populated, click Send Memo to complete the action.
Send Email
Triggered from any task panel where the action button is Send Email.
Fields Captured
Correspondent – the recipient of the email
Sender / Recipient Details – the from and to addresses for the email
Email Content – the body of the email message
Attachments – any documents to be attached to the email
Follow-up Tasks – any subsequent tasks to be raised against the case
Time Recording – the time captured automatically against the case
Once all required fields have been populated, click Send Email to complete the action.
Send Letter
Triggered from any task panel where the action button is Send Letter. The Send Letter modal supports an integrated document preview and editing flow via Word Online, allowing the user to review and amend the letter before it is sent.
Fields Captured
Case – pre-populated and locked to the case the task relates to
Correspondent – the recipient of the letter (required)
Phrase / Document Template – the standard phrase or letter template to base the document on (required). Selecting a template generates a preview of the letter populated with case-specific data
Document Preview – a preview of the generated letter is displayed within the modal for the user to review. This can be edited in MS Word online which will open in a new browser
Delivery Option – the method by which the letter will be sent (required)
Time Recording – the time captured automatically against the case (required, manually adjustable if needed)
Follow-up Tasks – any subsequent tasks to be raised against the case (optional)
Document Preview & Editing
Once a phrase or document template has been selected, a preview of the letter is rendered within the modal. From this preview the user can either:
Continue with the letter as is – proceed without making any amendments
Edit the letter in Word Online – click the Edit in Word Online button to open the letter in a new browser tab. The user can amend the document, save the changes, and the new version is automatically returned to the Send Letter modal as the version to be sent
Once all required fields (correspondent, phrase / template, delivery option, and time recording) have been populated, click Send Letter to complete the action. The task is marked as complete and removed from the Action Desk, and the time recorded is logged against the related case.
Log Call Made / Log Call Received
Triggered from any task panel where the action button is Log Call Made or Log Call Received.
Fields Captured
Correspondent – the party the call was with
Call Details – a summary of the call
Description – a description of the matter discussed
Time Recording – the time captured automatically for the duration of the call
Once all required fields have been populated, click Complete to log the call and close the task.
Complete Task (Generic Action)
Tasks that do not align to a specific Quick Action (such as Send Memo or Send Email) display a generic Complete button. Clicking Complete opens the relevant modal for the task type, where the user fills in any relevant details and clicks Complete Task to mark the action as done. The task is then removed from the Action Desk.
Three Dot menu options
Every task panel on the Action Desk – both within the Today’s Critical Actions dashboard and across the Task Board columns – includes a three-dot menu (…) that provides additional task management options. The same menu is available regardless of the task type.
Available Options
View Case – opens the case the task is related to, allowing the user to access the full case record
Edit Task – opens the task editor where the description, due date, and assignee can be amended
Reschedule – opens the reschedule modal, allowing the user to change the due date, time, assignee, or category for the task
Reassign – opens the reassign modal, allowing the task to be transferred to a different person
Delete Task – removes the task from the Action Desk and the related case if it is no longer relevant. A confirmation prompt is displayed to prevent accidental deletion.
Step-by-Step Procedures
Accessing the Action Desk
Log into the Evo Legal Platform
Select Case Matters from the main navigation menu
The Action Desk loads automatically as the landing page
Alternatively, click the Action Desk tab in the main navigation panel at any time
Sending a Memo from the Action Desk
Locate the relevant task on the Today’s Critical Actions dashboard or in the Task Board
Click the Send Memo button on the task panel
The Send Memo modal opens – the related case is pre-populated and the task description is displayed at the top
Time recording starts automatically (stop the timer manually if required)
Complete the required fields – correspondent, phrase template, memo details, and any follow-up tasks
Click Send Memo to complete the action
The task is removed from the Action Desk, the time is logged against the case, and the action is recorded against the case
Sending an Email from the Action Desk
Locate the relevant task on the Today’s Critical Actions dashboard or in the Task Board
Click the Send Email button on the task panel
The Send Email modal opens with the related case pre-populated and the task description displayed
Time recording starts automatically
Complete the required fields – correspondent, sender / recipient details, email content, attachments, and any follow-up tasks
Click Send Email to complete the action
The task is removed from the Action Desk and the time is logged against the related case
Sending a Letter from the Action Desk
Locate the relevant task on the Today’s Critical Actions dashboard or in the Task Board
Click the Send Letter button on the task panel
The Send Letter modal opens with the related case pre-populated and the task description displayed at the top
Time recording starts automatically
Select the Correspondent (the recipient of the letter)
Select the Phrase or Document Template to base the letter on. A document preview is generated within the modal using the selected template and case data
Review the document preview
To proceed without changes, continue to the next step
To amend the letter, click Edit in Word Online – the letter opens in a new tab. Make the required edits and save. The updated version is automatically returned to the Send Letter modal
8. Select the Delivery Option for the letter (required)
9. Confirm the time recording captured against the case (required)
10.Add any Follow-up Tasks if required (optional)
11. Click Send Letter to complete the action. The task is marked as complete and removed from the Action Desk, and the time is logged against the related case.
Logging a Call from the Action Desk
Locate the relevant task on the dashboard or Task Board
Click the Log Call Made or Log Call Received button on the task panel
The Log Call modal opens with the related case pre-populated
Time recording starts automatically
Complete the required fields – correspondent, call details, description, and time recording information
Click Complete to log the call and close the task
Completing a Generic Task
Locate the task on the Action Desk
Click the Complete button on the task panel
The relevant modal opens for the task type
Complete the required fields
Click Complete Task to mark the task as done. The task is then removed from the Action Desk
Saving a Quick Action and Resuming Later
Open the Quick Action modal for the relevant task
Begin populating the required fields
Click Save and Exit if you need to attend to another matter before completing the action
The task remains on the Action Desk and the partially completed information is retained
Click the action button again to resume the task at a later point
Using the Three Dot Menu
Locate the task panel on the dashboard or Task Board
Click the three-dot menu (…) on the task panel
Select the required option:
View Case – opens the related case
Edit Task – amend the description, due date, or assignee
Reschedule – change the date, time, assignee, or category
Reassign – transfer the task to a different person
Delete Task – remove the task (confirmation required)
Filtering Tasks by Theme
Locate the thematic navigation tabs below the Today’s Critical Actions dashboard
Click the relevant tab – All, Documentation, Communication, or Financial Matters
The Task Board updates to show only tasks matching the selected category
Changing the Display Mode
Switch between Column and List view using the view toggle in the top right of the Task Board
Group or ungroup tasks to organise them by type or display them as a flat list
Switch between Compact and Detailed view depending on how much information you need to see per task
Configuration Options
User Preferences
Users can customise their Action Desk experience:
Choose the default view mode (Column or List)
Choose whether tasks are grouped by type or displayed individually
Set the preferred panel density (Compact or Detailed)
Select which thematic tab is displayed by default.