This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

This section outlines the different elements of the Dashboard page: the Dashboard, Global menu, and Global header, detailing what each user type can access.

What is the Dashboard?

The Dashboard is the first page you see upon logging into LegalOn. The menus displayed on the Dashboard vary depending on your subscribed modules and user type.

Dashboard features by user type

The table below details the Dashboard menus visible and usable by each user type:

Menu	Description	Applicable licenses
Incident information	Displays up to 5 critical system issues.	All user
Important announcements	Shows up to 5 maintenance notices and important announcements.	All user
Matters due soon	- Lists up to 10 matters where you are set as the assignee, including matter name, due date, and status. - Matters are ordered by earliest due date (or creation date for same-day due dates). - Matters with you as a secondary assignee or with "Completed" status are excluded.	Matter Management: Pro
Matters you requested	- Displays up to 20 matters where you are set as the requester, including matter name, creation date, and status. - Matters are ordered by most recent creation date.	Matter Management: Standard
Request a matter via form	Provides a list of matter request forms.	Matter Management: Standard
My checklist	Shows the numbers of: - Past due matters assigned to you (up to 99). - Past due matters (up to 99). - Unassigned matters (up to 99).	Matter Management: Pro
	Displays the numbers of: - Contracts with renewal rejection deadlines within 60 days (up to 99). - Contracts with termination dates within 60 days (up to 99).	Contract Management: Basic
Review	Contract review is enabled in the file editing page upon upload.	Review
My recent contracts	Shows the file name and creation date of your latest uploaded contracts.	All user

* Displayed are the counts of executed contracts based on your access permissions:

"Viewer" or higher permission: Contracts expiring within 60 days.
"Viewer" or higher permission AND "Assignee": Assignee-assigned contracts expiring within 60 days.

⚠️ Notes

You can hide "Incident information" and "Important announcements" by clicking the [×] on the right side.

Global menu

The Global Menu provides access to various features.

The menus you can view and use depend on your user type and administrator role:

Menu	Description	Applicable licenses
Dashboard	- Incident information - Important announcements, etc.	All user
Matters	- Matter creation - Matter request forms - Matter management, etc.	Matter Management: Pro/Standard
Contracts	- Contract upload - Contract review - Contract information editing, etc.	All user
LegalOn templates	- LegalOn templates	LegalOn template
Alert settings	- Manage LegalOn Alert / My Playbooks	Review
Admin settings	License settings - Tenant name, Tenant ID - Contract license usage (Module, Status, User type, Number of Licenses in use, Number of Licenses held) - Option feature usage Module settings - Matter Management (1): - Matter status - Matter custom fields - Email notifications to requesters - Matter request form - IP Address restriction - Matter request email address - Domain restriction - Matter request workspace Admin settings* - Invite/Edit/Deactivate Users - Create/Edit/Delete User groups - Create/Move/Edit/Share Workspaces - Create Departments (2) - Multi-Factor authentication - SSO Settings - Slack integration (3)	—

*1 Only Module Administrators of tenants with the Matter Management module can view and use this.

*2 Department creation is only displayed and usable by IT Administrators of tenants with the Matter Management module.

*3 Slack settings are only displayed and usable by IT Administrators of tenants with the Matter Management module.

Global header

The Global Header provides quick access to essential functions.