What’s New in Dashboard Legal
Stay up to date on the latest workflow tools, feature releases, and enhancements designed to make your legal work more efficient.
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Recent product updates
March 2026
Watchers
Keep everyone aligned without changing ownership. Add Watchers to any task in Dashboard Legal to keep stakeholders informed, connected, and up to date as work progresses.
- Shared visibility: Ensure teams and stakeholders can follow progress across matters without needing direct ownership
- Centralized updates: Reduce back-and-forth by keeping status updates tied directly to the task
- Cross-team alignment: Collaborate seamlessly while maintaining clear accountability with a single task owner
- No duplication: Stay aligned on shared work without creating redundant tasks or workflows
February 2026
Microsoft SharePoint Integration
Eliminate context switching by unifying your documents and your tasks. Access, manage, and track your SharePoint files directly within Dashboard Legal.
- Seamless connection: Link SharePoint folders directly to specific boards and workstreams.
- In-app management: Preview documents and track version history without leaving the platform.
- Direct uploads: Add files to workstreams and automatically store them in the correct SharePoint folder.
- Granular attachments: Link SharePoint files to individual checklist items for precise organization.
- Global search: Locate any SharePoint document instantly using our workspace-wide search.
Task Date Dependencies
Maintain accurate timelines without manual calculations. When plans evolve, your schedule adapts automatically to ensure your team stays aligned. You can now:
- Set day-based offsets: Define the exact number of days between related tasks.
- Automate updates: Instantly adjust dependent due dates when an anchor task changes.
- Apply smart logic: Choose between calendar days or business days to reflect real-world schedules.
- Preview changes: Visualize how date shifts impact your entire workstream before confirming.
Flexible Board & Workstream Layouts
Tailor your workspace to fit your workflow. Customize Boards and Workstreams with configurable widgets, giving you full control over how information is displayed without altering the underlying structure.
- Focused views: Toggle widgets on or off to reduce clutter and prioritize the information that matters most.
- Independent configurations: Apply unique layouts to individual Boards and Workstreams to suit specific project needs.
- Expanded integration: Incorporate widgets like Interlink, Bloomberg Law News, Charts, Docs, and Checklists directly into your dashboard.
- Safe customization: Adjust your view with confidence – hiding a widget never deletes data and can be reversed instantly.
- Smart foundations: Start with intelligent defaults, ensuring essential tools like Primary Workstreams, Docs, and Checklists are always accessible.
January 2026
Favorites bar
Access your most critical work faster. We’ve redesigned the Favorites experience to give you total control over how you navigate your boards and checklists.
- Drag-and-drop organization: Reorder sidebar favorites instantly to match your priority list.
- Dedicated view: Manage all favorited items on a single, standalone page.
- Flexible sorting: Reorganize your Favorites page without disrupting your sidebar structure.
- Advanced filtering: Sort boards and checklists by custom order, creation date, or last updated status.
November 2025
Resizing columns
Customize Dashboard Legal to work exactly how you need it to. Your personalized column settings will remain in place, ensuring consistency across your workflow management. In triage, standalone, and regular workstream checklists, you can:
- Drag and resize as many columns as you want
- Retain your personal settings on each specific checklist
October 2025
External checklist enhancements
Reduce the back-and-forth and streamline how you deliver legal work. You can now:
- Attach files directly within the checklist
- Compare document versions seamlessly
- Chat with external recipients without leaving the platform
- Allow external parties to edit tasks, empowering collaboration
Triage checklists
Organize, assign, and prioritize incoming legal requests the moment they arrive. Route them instantly into appropriate workstreams to keep everything on track – perfect for capturing and centralizing new requests, so you don’t miss anything.
Standalone checklists
Kickstart projects quickly and reduce decision fatigue. Give your firm a proven playbook to move fast, stay consistent, and collaborate seamlessly for better results.
New custom column types
Add more flexibility to your checklists with new custom column options that help you collect, organize, and display exactly what your team needs:
- Multiple choice dropdown fields
- Data fields for structured information
- Auto-select fields for streamlined data entry
AI Uploader enhancements
Convert files into checklists effortlessly to streamline project management and boost efficiency. Upload Excel, Word, and PDF documents with ease. Our enhanced AI tool now recognizes more column types and data formats, making your workflow automation even more powerful.
They love it. You will too.
“What works for me on a matter may not work for one of my partners handling a commercial litigation dispute. We needed a platform that allows bespoke flexibility across our matter base, and Dashboard Legal does that.”
Jimmy F. Maruna
Partner
Cassiday Schade
“We turned to Dashboard Legal for a legal-specific project management tool to help our attorneys get better organized, collaborate on matters, and get real-time visibility into who is doing what and where things stand.”
Naveen Pai
Chief Knowledge Officer
Gunderson Dettmer
“It’s enabled our team to be more effective and organized and helps us manage our matters in ways that were simply not possible before using Dashboard Legal.”
Anthony Millin
Shareholder
Founder & Co-Chair of NEXT
Shulman Rodgers