Customize Your Digital Lawyer Diary Dashboard (2025 Guide)

Think of your dashboard as a set of building blocks (widgets). You can move, resize, add, or remove them to prioritize what's most important to you.

Step 1: Enter Customization Mode

To begin personalizing your layout, click the gear icon located at the top right of the dashboard.

You'll know you're in customization mode when a blue banner appears and your widgets have a dashed border.

Mobile dashboard indicating customization mode is active

Step 2: Rearrange and Resize Widgets

Once in customization mode, you can organize your workspace.

  • To Move a Widget: Click and hold the widget, drag it to your desired location, and release.
  • To Resize a Widget: Hover over the bottom-right corner of a widget until your cursor changes, then click and drag to make it larger or smaller.
Dashboard customization on mobile

Step 3: Add and Remove Widgets

Tailor the dashboard to show only the information you need.

  • To Remove a Widget: Click the red "X" icon that appears at the top-right corner of any widget.
  • To Add a Widget: Click the blue "+ Add Widget" button at the top of the screen. A dropdown menu will appear with a list of available widgets you can add back to your dashboard. Simply click on one to add it.
Add widget panel on mobile

Step 4: Save or Reset Your Layout

  • Save: Once you are happy with your new layout, click the green "Done Customizing" button. Your personalized view is now saved!
  • Reset: If you want to return to the original layout at any time, enter Customization Mode and click the "Reset to Default" link.
Dashboard layout ready to save on mobile

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