Working Associate dashboard

The Working Associate dashboard helps associate attorneys who work on client matters view their most important performance statistics. Working associates can use this dashboard to:

  • Track their progress toward billable and non-billable hours goals.

  • Identify if they have any workdays they did not release time for.

  • See the number of training and continuing legal education (CLE) hours they have completed.

  • View lists of the clients and matters they have spent the most time working on.

The following widgets are included on this dashboard.

Note: Many widgets can show month-to-date (MTD) or year-to-date (YTD) metrics. To switch between monthly and yearly metrics, select the appropriate to-date option at the top of the dashboard. The widgets that show only monthly and yearly metrics refresh and the selected to-date option appears as green text.

Use this widget to see the percentage of billable work hours you have charged to clients compared to your goal. The displayed Target is either a weighted average of your billable hours over the past 36 months or your firm's billable hours budget, if a budget has been configured by your system admin. The Actual amount is the number of billable hours you have released and that have posted to the accounting system.

Select More Info to view a list of your billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and billable and non-billable hours for each matter.

  • By default, the list is sorted by billable hours in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your billable hours trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of non-billable hours you have released compared to your allowance. The displayed Target is either a weighted average of your non-billable hours over the past 36 months or your firm's non-billable hours budget, if a budget has been configured by your system admin. The Actual amount is the number of non-billable hours you have released.

Select More Info to view a list of your non-billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and billable hours and non-billable hours for each matter.

  • By default, the list is sorted by non-billable hours in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your non-billable hours trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see your total number of missing work hours. All weekdays (Monday through Friday excluding Saturday and Sunday) must have at least eight work hours entered. When you enter fewer than eight hours for a day, the remaining hours are added to your missing hours total.

Select the widget to view your workdays with missing hours in a pop-up box.

To close the pop-up box, select in the upper-right corner of the box or select the Missing Hours widget again.

Use this widget to see the number of hours you have dedicated to completing required training and estimate the percentage of remaining effort needed to meet your goal. An animation effect appears on the circular gauge when your training hours are below 100%. When you meet your goal, the gauge appears as filled without any animation.

Hover over the circular gauge to see your training hours goal, which is displayed as the maximum value in the pop-up box that appears. The maximum value is either a weighted average of your number of training hours over the past 36 months or your firm's training hours budget, if a budget has been configured by your system admin.

Use this widget to see the number of hours you have spent on CLE and estimate the remaining effort needed to maintain your license. An animation effect appears on the circular gauge when your CLE hours are below 100% of your goal. When you meet your goal, the gauge appears as filled without any animation.

Hover over the circular gauge to see your CLE hours goal, which is displayed as the maximum value in the pop-up box that appears. The maximum value is either a weighted average of your number of CLE hours over the past 36 months or your firm's CLE hours budget, if a budget has been configured by your system admin.

Use this widget to see a list of your top clients. The list includes client numbers and names with billable and non-billable hours totals. By default, the list is sorted by billable hours in descending order to show the clients you have billed the most time to.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • To switch the period to view information for, select a to-date option above the widget. MTD shows month-to-date information, YTD shows year-to-date information, and LTD shows life-to-date information for all clients or matters you have worked on at any time in LMS.

  • Information for 10 clients is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

Use this widget to see a list of your top matters. The list includes client numbers and names, matter numbers and descriptions, and billable and non-billable hours totals. By default, the list is sorted by billable hours in descending order to show the matters you have worked the most billable time on.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • To switch the period to view information for, select a to-date option above the widget. MTD shows month-to-date information, YTD shows year-to-date information, and LTD shows life-to-date information for all clients or matters you have worked on at any time in LMS.

  • Information for 10 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

Note: The main menu is not visible when viewing a SurePoint View dashboard. When you finish viewing a dashboard, click the SurePoint logo in the upper-left corner of the screen to return to the Home screen.