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

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.

AI-powered matter management: Meet Dashboard Legal

Stop tracking matters in spreadsheets and email. Discover Dashboard Legal: the AI-powered matter management tool built for how high-performing lawyers work.

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