Card Views

In LEX247, "Card Views" are the different tabs you can select when inside a Card. Each Card has different available Views, and they can be seen and selected on the left side. 

Each Card, and its Views are as follows:

1. 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. 

2. Case Card
The user-interface colour will be purple. 

• 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. 
  

3. Client Card
The user-interface colour will be green. 

• 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. 
  

4. User Card
The user-interface colour will be dark blue. 

• 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. 

5. Payer Card
The user-interface colour will be dark green. 

• 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. 

6. Entity Card
The user-interface colour will be light brown. 

• 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. 

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

• 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.