The Home page is your daily landing spot — a single screen with your KPIs, alerts, and the work that needs your attention. Open it any time by clicking the platform logo in the top left, or Home in the sidebar.

What you'll see

The dashboard adapts to your access level and which modules are enabled:

  • Greeting and hours summary — your name, plus a one-glance figure of hours logged today and this week (Timesheets module).
  • Quick actions menu (+ button) — one-click links to Add Client, New Workflow, New Invoice, and Open Timesheets.
  • KPI cards — live counts for Active Workflows, Completed This Week, Overdue Workflows, and Overdue Invoices. Click any card to drill into the underlying list.
  • Alerts:
  • Overdue Invoices table with client, amount, and days overdue.
  • AML monitoring alerts if your AML provider has flagged anything (AML/KYC module).
  • Firm-Wide Risk Assessment (FWRA) widget — your firm's overall AML risk profile and status (Draft / Submitted / Approved). Start a new FWRA right from the card (AML/KYC module).
  • KYC compliance widgets — counts of clients with incomplete, overdue, or upcoming KYC, plus document compliance gaps (missing ID, missing address, expired documents) (AML/KYC module).
  • Work queues:
  • My Workflows — workflows assigned to you.
  • Recent Activity — recently updated workflows you have access to.
  • Overdue Workflows — work past its due date.
  • Pending KYC Assessments — assessments awaiting your action (reviewer or approver).
  • Recently Completed — your team's recent wins.
  • My Recent Time Entries — your last few timesheet rows for quick navigation.

Each work queue has a View All link that takes you to the full filtered list.

Hide sensitive figures

Click the eye icon in the KPI section to mask the values — handy for screen-sharing or working in public. Click again to reveal.

Tip: If a card is empty, the dashboard hides it rather than showing zeros — your home page reflects what's actually going on, not a checklist of things that might be there.

Note: Dashboard content is filtered by your permissions. Restricted users see only their own work and don't see firm-wide financial figures. Administrators see everything.