Use Quick Glance
Read the trust tiles, chase unpaid invoices and old time, finish setting up, and change the layout.
On this page
Read the trust tiles
Sign in. Quick Glance opens first.
Three tiles sit at the top left: Trust balance, Dormant trust and Matters with trust.
Click Trust balance. The Trust Account page opens.
Click Dormant trust. The Trust Account page opens on the Reports tab, at the Dormant balances report.
Click Matters with trust. The Trust Account page opens on the Reports tab, at the Live balances report.
Chase unpaid invoices
Find the Unpaid Invoices widget. The line under the title shows how many invoices are outstanding and the total due.
Click 14d, 30d or 60d. The list shows only invoices older than that. Click All to show every unpaid invoice.
Click Issued or Due in the table header to change the sort order. Click it again to reverse it.
Click a matter name to open that matter.
Unpaid Invoices
4 outstanding ยท $36,355.00 due
| Invoice | Matter | ||
|---|---|---|---|
| INV-1043 | Foster v Foster - Parenting Orders | 30/06/2026 | $13,475.00 |
| INV-1041 | Purchase - 18 Daniel Street, Leichhardt | 20/07/2026 | $3,960.00 |
| INV-1042 | Estate of the late Margaret Ellis | 22/07/2026 | $8,140.00 |
| INV-1045 | Bramble Hardware - Debt Recovery | 28/07/2026 | $10,780.00 |
Chase old time
Find the Old Time (30+ days unbilled) widget.
Click 5d, 10d, 15d or 30d. The list shows only time entries older than that.
Click Matters to group the entries by matter. Click Times to list each entry on its own.
Click a matter name to open that matter.
Old Time (30+ days unbilled)
Time not yet invoiced, oldest first
| Matter | Staff | Date | Description | Hours | Days unbilled |
|---|---|---|---|---|---|
| 260506 - Nguyen Holdings - Commercial Lease Review | - | 01/08/2026 | Considered counsel's advice and prepared file note | 1.4 | 33 |
| 260503 - Estate of the late Margaret Ellis | - | 01/08/2026 | Perused correspondence and updated client | 0.8 | 33 |
| 260501 - Purchase - 18 Daniel Street, Leichhardt | - | 01/08/2026 | Reviewed contract for sale and prepared advice to client | 0.2 | 33 |
| 260506 - Nguyen Holdings - Commercial Lease Review | - | 03/08/2026 | Attended directions hearing | 1.7 | 31 |
| 260504 - Foster v Foster - Parenting Orders | - | 03/08/2026 | Prepared statement of claim | 1.1 | 31 |
| 260501 - Purchase - 18 Daniel Street, Leichhardt | - | 03/08/2026 | Attended settlement and attended to stamping | 0.5 | 31 |
Finish setting up
Find the Finish setting up card. Each row is one thing to do, with one button on the right.
Click the button on a row. Complete the screen it opens. The row disappears.
The buttons are Resend email, Set up, Gmail or Outlook, Review, Add a card and Add logo.
The card disappears when every row is done.
Finish setting up
Verify your email
We sent a confirmation link to eleanor@demofirm.com.au.
Set up two-factor authentication
Add an authenticator app so your account isn't just a password away.
Connect Gmail or Outlook
Assign emails to matters and sync shared labels straight from your inbox.
Review shared email settings
Choose whether filing an email also drops a copy in every teammate's own inbox.
Add a payment method
Editing is read only until this company is on a plan.
Add your company logo
It appears on your invoices and on the emails this app sends.
Open edit mode
Click Edit layout at the top right of the page.
The button changes to Save layout and Discard. Every widget shows three small buttons at its top right corner.
Quick Glance
Finish setting up
Verify your email
We sent a confirmation link to eleanor@demofirm.com.au.
Set up two-factor authentication
Add an authenticator app so your account isn't just a password away.
Move, resize, remove, and save
Drag a widget by the six-dot handle at its top right corner to move it.
Drag the bottom right corner of a widget to resize it.
Click the gear to change what a widget shows. Click the bin to remove it.
Click Save layout to keep your changes. Click Discard to throw them away.