Overview Dashboard

The top of the overview shows four status cards:

• Overdue — matters whose renewal date has passed without being processed. These need immediate attention.
• Imminent — matters whose renewal date falls within your configured imminent horizon (default: 14 days). These are approaching and should be tracked.
• Pending reminders — reminders that are due to send based on your reminder templates but have not yet been dispatched.
• Pending instructions — client instructions (renew or abandon) that have been submitted but not yet processed by your team.

Click any card to jump directly to the relevant filtered view.

Below the status cards, the dashboard shows the top 10 matters that need attention — typically the most overdue or most imminent renewals. This gives you a quick sense of priority without needing to open the full renewals table.

The dashboard also shows the five most recent client instructions received. Each entry shows the matter name, the instruction type (renew or abandon), and when it was submitted. Click through to process them from the Instructions page.

If auto-send is enabled, a status indicator shows whether reminders are being sent automatically. If auto-send is blocked (for example, because no payment card is on file), the dashboard explains why and links to the relevant settings page.