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.
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