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A tour of your dashboard

Find your way around Gaveli and switch the dashboard between firm-wide and personal views.

Written by Jason

Your dashboard is the home screen of Gaveli. It gives you a quick read on what needs your attention today and is the jumping-off point to everything else.

Getting around

The main navigation gives you quick access to:

  • Dashboard — your at-a-glance overview.

  • Cases — your full case list, plus Add Case.

  • Upcoming Cases — daily court boards (cause lists).

  • Calendar — hearings by day, week, and month.

  • Tasks, Alerts, Documents, Reports, Analytics, Invoices — under the main menu and the More menu.

  • AI Chat — Gaveli's built-in assistant.

  • Settings — firm and personal configuration.

You can collapse the navigation to a slim icon-only rail to give yourself more room — use the toggle in the navigation header, the edge of the bar, or the Ctrl/Cmd+B shortcut. Gaveli remembers whether you keep it open or collapsed. Hover a rail icon to see its label.

Firm-wide vs. personal view

Your dashboard can show either the whole firm's activity or just the cases assigned to you. Use the scope switch on the dashboard to move between:

  • Firm view ("All") — hearings, tasks, and cases across everyone in your organization.

  • My view ("My Cases") — only the matters where you're the assigned advocate.

This is handy when a partner wants the full picture but an individual advocate just wants their own list.

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