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All new LawFlow users before using operational pages.
Foundation · Navigation
Getting Started
This guide gives new users a plain-English orientation to LawFlow: what it is, how the portal is organised, where the main workspaces live, and which areas should only be used by trained admins.
Draft
Foundation
Navigation
Step 1 · What LawFlow is
Understand the purpose of LawFlow
LawFlow is a legal operations platform for handling enquiries, calls, callbacks, entities, conflict checks, bookings, audit evidence and workflow automation.
Dashboard overview key
1
Header / firm overview — confirms the active LawFlow workspace, client environment and live dashboard context.
2
KPI summary cards — quick totals for active matters, consultations, callbacks and solicitors online.
3
Legal Action Board — the priority work queue for urgent callbacks, open actions and items needing follow-up.
4
Solicitors & Calendars — solicitor availability, calendar access and slot checking.
5
Matter Intake — new or existing legal matters, matter type, urgency and intake status.
6
Consultations — booked or provisional consultations for clients.
7
Client Callbacks — caller requests waiting for the firm to respond.
8
Conflict / Permission / Restricted Records — sensitive records, permission boundaries and protected matter warnings.
9
System Status — readiness checks and operational health indicators.
Step 2 · Portal navigation
Use the left-hand menu
The sidebar is split into clear working areas so users can tell the difference between daily work pages, data and compliance pages, operational setup, and technical admin.
Workspace: daily operational pages such as dashboard, matter intake, consultations and callbacks.
Technical Admin: builder, matrix and test pages. These should only be used by trained admins.
Step 3 · Main workspaces
Know where the key pages live
Most users will work in Dashboard, Matter Intake, Consultations, Callbacks, Entity Management, Conflict Admin, Audit Centre and AI Helper.
✓Dashboard gives a high-level operational view.
✓Matter Intake handles new enquiries.
✓Entity Management manages people and organisations.
✓Conflict Admin handles conflict checking and compliance review.
✓Audit Centre records evidence and activity.
✓AI Helper supports guided drafting and review workflows.
Step 4 · Basic user journey
Understand the normal flow of work
A typical journey is: call or enquiry received, record created, entity checked, matter or callback created, conflict status reviewed, action assigned and audit history retained.
Step 5 · Page links vs section jumps
Understand the difference between full pages and on-page jumps
Some menu items open a separate LawFlow page. Others take you to a section lower down on the current dashboard page. This helps users move quickly without confusing a section jump for a different module.
Full page link
Opens a separate LawFlow workspace or admin page.
On-page dashboard jump
Moves the user to a section on the dashboard page.
Status panel
Shows readiness or protection information rather than a normal workspace.
Step 6 · What not to touch
Avoid changing technical configuration unless trained
Pages such as Call Flow Designer, Call Block Matrix and TestLab can affect live routing, testing or platform behaviour. These should be restricted to trained admins.
Safe for most users: view records, update assigned tasks, review callbacks and use approved workflows.
Admin only: changing call blocks, routes, tests, access rules or technical configuration.
First login checklist
Before using LawFlow live
✓Confirm you are in the correct client workspace.
✓Check your access level and available menu items.
✓Understand which pages are daily-use pages.
✓Know where Entity Management and Conflict Admin live.
✓Know where audit history is recorded.
✓Avoid technical admin pages unless trained.