Pick a table, then arrange widgets from a simple chart to a purpose built trust reconciliation. Build visually on a canvas, or with a text based editor.
Quick Glance and Time Entry are both dashboards you can edit. Everything on them is a widget you can rearrange or remove.
Good afternoon, Eleanor
Saturday 19 Sept
Needs attention
Dormant trust
0
Dormant
Money
Trust balance
$736,908.00
Held
Matters with trust
6
Matters
Time & Fees report
Old Time (unbilled) report
Others
Members
Charts, summary tiles, grids, quick add forms, and purpose built ones like a trust ledger statement or a fees report.
Quick Glance
Trust balance
$736,908.00
Which stat?
A Trust stat card has its own small chooser. Every other widget opens a settings panel whose first control is Reads from.
Build visually on a drag and resize canvas, or switch to a text based editor for the same widget layout.
Quick Glance, editing
Discard just exits without writing anything. Save layout writes the new positions.
The marketplace has ready made templates ported from a company's own tables and dashboards, so you start from a working setup instead of a blank canvas.
Template marketplace
Australia Law Firm Seed Template
LegalMatter fields on Projects, plus Invoices, Time & Fee Entries and a trust ledger.
Australian Property Developer
Real EstateFeasibility, loan phases and budget lines for a development.
Cafe Rostering
HospitalityStaff rostering and kiosk check-in for a cafe, restaurant or retail floor.
The row is a summary. The full manifest appears when you click Install