Cards & Views

The user-interface colour will be light blue. 

When you log into LEX247, you will always land on the Main Card. This serves as the application's main view, from which you can navigate or search for where you want to go next.

The Main Card will display a list of your Case Requests and Open Cases by default, as well as your Business Unit Cases if your law firm has this option enabled.

Below are details of the Views available on the Main Card. 

• Dashboard-view
  The Dashboards-view will display all of your related data (assets and monetary value) that you have reported. 
• Cases-view
  The Cases-view will show you a list of all cases that you are a Participant of. 
  
• Clients-view
  The Clients-view will display a list of all clients within the lawfirm. 
• Time Records-view
  The Time Records-view will display all of your time records grouped by the last 21 working days. 
• Expenses-view
  The Expenses-view will display all of your time records grouped by the last 21 working days. 
  
• Activities-view
  The Activities-view will display all Tasks and Appointments that are assigned to you from all of your Clients and Cases.  
  
• Invoices-view
  The Invoices-view will show a list of all invoices that you have access to. 
  
• Reports
  This is not considered a view, but a Card. Clicking this will take you to the Report Card where you can view and generate reports. For more information on what reports you have access to, click here.
  
• Control Panel
  This is not considered a view, but a Card. Clicking this will take you to the Control Panel where you can change and edit various settings within LEX247. 

The user-interface colour will be purple. 

The Case Card is where you will spend the majority of your time working on your case or cases. Here you will find all case-related information, such as who is the client and who is the opponent, as well as all related documents and invoices.

Below are details of the Views available on the Case Card. 

• Dashboard-view
  The Dashboards-view will display all of your related data (assets and monetary value) that you have reported related to the Case. If you are a Case Manager or Client Manager, you will be able to see all assets from all Participants as well. 
  
• Details-view
  The Details-view will show you all the information about the Case being viewed. 
  
• Participants-view
  The Particpants-view will display a list of all Participants working or related to the case being viewed. 
• Time Records-view
  The Time Records-view will display all of your time records related to the case being viewed.
• Expenses-view
  The Expenses-view will display all of your expenses related to the case being viewed.
  
• Activities-view
  The Activities-view will display all Tasks and Appointments related to the Case being viewed. 
  
• Documents-view
  The Documents-view will display all of the case documents related to the Case being viewed. This view is typically connected to a DMS integration of your lawfirms choice. 
  
• Communication-view
  The Communication-view will display all emails, calls and text messages between Participants of the case and the Client(s) of the case. This typically works well with the LEX247 mobile application. 
• Invoices-view
  The Invoices-view will show a list of all invoices related to the Case being viewed. 

The user-interface colour will be green.

The Client Card contains information about the Client who is currently being viewed. You can see the client's contacts, a list of cases that are being requested, ongoing, denied, and closed, as well as all documents and invoices related to the client across all of their cases. 

Clients can be of two Entity types: Person Client or Company Client. The differences are visible in the image on the top left, next to the name.

• Person Client
  
  
  
• Company Client
  

Below are details of the Views available on the Client Card. 

• Details-view
  The Details-view will show you all the information about the Client being viewed. 
  
• Contacts-view
  The Contacts-view will show you a list of all Contacts related to the Client being viewed. 
  
• Cases-view
  The Cases-view will show you a list of all cases the Client is part of. 
  
• Documents-view
  The Documents-view will display all of the case documents related to the Client being viewed. This view is typically connected to a DMS integration of your lawfirms choice. 
• Activities-view
  The Activities-view will display all Tasks and Appointments related to the Client being viewed. 
  
• Invoices-view
  The Invoices-view will show a list of all invoices related to the Client being viewed. 

The user-interface colour will be dark green. 

The Payer Card contains information about the Payer being viewed. 

In LEX247, a Payer can be a pure Payer who pays for legal services on behalf of the Client. However, if the Payer is also a Client in the system, a "Payer is also a Client" button will be displayed as below; you can click on the button to access the Client Card.

Payers can be of two Entity types: Person Payer or Company Payer. The differences are visible in the image on the top left, next to the name.

• Person Payer
  
  
  
• Company Payer
  

Below are details of the Views available on the Payer Card.

• Details-view
  The Details-view will show you all the information about the Payer being viewed. 
  
• Contacts-view
  The Contacts-view will show you a list of all Contacts related to the Payer being viewed. 
  
• Cases-view
  The Cases-view will show you a list of all cases the Payer is part of. 
  
• Invoices-view
  The Invoices-view will show a list of all invoices related to the Payer being viewed. 

The user-interface colour will be light brown. 

The Entity Card contains information about the Entity who is currently being viewed.

Entity can be of two Entity types: Person Entity or Company Entity. The differences are visible in the image on the top left, next to the name.

• Person Entity
  
  
  
• Company Entity
  

Below are details of the Views available on the Entity Card.

• Details-view
  The Details-view will show you all the information about the Entity being viewed. 
• Contacts-view
  The Contacts-view will show you a list of all Contacts related to the Entity being viewed. 
• Cases-view
  The Cases-view will show you a list of all cases the Entity is part of. 

The user-interface colour will be dark orange/brown. 

The Opponent Card contains information about the opponent who is currently being viewed.

Opponent can be of two Entity types: Person Opponent or Company Opponent. The differences are visible in the image on the top left, next to the name.

• Person Opponent
  
  
  
• Company Opponent
  

Below are details of the Views available on the Opponent Card.

• Details-view
  The Details-view will show you all the information about the Opponent being viewed. 
• Contacts-view
  The Contacts-view will show you a list of all Contacts related to the Opponent being viewed. 
• Cases-view
  The Cases-view will show you a list of all cases the Opponent is part of. 

The user-interface colour will be dark blue. 

The User Card contains information about the User who is currently being viewed. A User is a lawyer or a member of your firm's staff.

Below are details of the Views available on the User Card.

• Details-view
  The Details-view will show you all the information about the User being viewed. 
  
• Cases-view
  The Cases-view will show you a list of all cases the User is part of. 
  
• Activities-view
  The Activities-view will display all Tasks and Appointments assigned to the User being viewed. 

Reports will differ depending on whether you have the 'Reporting'-rights set up or if you are a Client Manager or a Case Manager.

Depending on your Access Rights, you will have access to a few or several reports which you can read more about in the article below.  

Reports Depending on User Access Rights

You will only have access to this view if you are a User with an 'Administrator'-rights. 

The Control Panel is where you can configure and manage all of your law firm's settings as well as all of your integrations.