> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Around > A guide to the Law Management workspace - shortcut tiles, navigation card groups, and the Legal Documents sub-workspace. When you open Law Management, you land on the home workspace. This page explains every element you see and where each link takes you. For platform-wide navigation (switching apps, managing your account, notifications), see the [Bizaxl platform docs](/bizaxl/introduction). *** ## Shortcut Tiles Six shortcut tiles sit at the top of the workspace. Each one shows a live count and takes you directly to that list. Six shortcut tiles across the top of the Law Management workspace showing live counts for Clients, Matters, Cases, Caveats, Tasks, and Dashboard | Tile | Live Count | Where it takes you | | ------------- | ----------------------------------- | -------------------------------------- | | **Client** | Total active clients (not disabled) | Full client list | | **Matter** | All matters that are not Cancelled | Full matter list | | **Case** | Cases with status = In Progress | Cases filtered to In Progress | | **Caveat** | All caveat petitions | Full caveat list | | **Task** | All tasks across every matter | Full task list | | **Dashboard** | - (no count) | The Law Management analytics dashboard | Click the number on any tile to jump straight to the filtered list. *** ## Navigation Card Groups Below the shortcuts, the workspace is organised into nine card groups. Each group contains links to related records. Nine card groups on the Law Management workspace: Matter Management, Case Management, Appointments, Operations, Quality Management, Books and Journals, Masters, Setup, Reports ### Matter Management The day-to-day client file management group. | Link | What it opens | | ----------------------- | --------------------------------------------------- | | **Client** | All clients registered in the system. | | **Matter** | All client files - the main unit of work. | | **Task** | Tasks created within matters across the whole firm. | | **Legal Service Entry** | Billable service records raised against matters. | ### Case Management Court case records. | Link | What it opens | | ---------- | ----------------------------------------------------------------------------- | | **Case** | All court cases, searchable by CNR, court, and status. | | **Caveat** | Caveat petitions filed to protect client interests before an order is passed. | ### Appointments Client meeting management. | Link | What it opens | | ------------------------ | -------------------------------------------------------------------- | | **Customer Appointment** | All booked client meetings. | | **Lawyer Schedule** | Availability calendars for each lawyer. | | **Timesheet** | Time logged by staff against matters and tasks. | | **Meeting Room** | Physical and virtual rooms configured for appointments. | | **Appointment Type** | Categories of appointments (e.g. Initial Consultation, Case Review). | ### Operations Administrative operations. | Link | What it opens | | -------------------- | ---------------------------------------------------------------------------- | | **Document Request** | Requests for documents needed from a client, tracked by due date and status. | | **Legal Service** | The firm's billing catalogue - services that can be recorded and invoiced. | ### Quality Management Practice quality tracking. | Link | What it opens | | ------------------ | --------------------------------------------------------- | | **Quality Goal** | Measurable standards the firm aims to meet. | | **Quality Review** | Periodic reviews assessing performance against each goal. | ### Books and Journals In-house library management. | Link | What it opens | | ------------- | ---------------------------------------------------------------- | | **Book** | Reference books held in the firm's library. | | **Book Type** | Categories of books (e.g. Legislation, Commentary, Law Journal). | | **Lend Book** | Records of books borrowed by staff or guests. | ### Masters Reference data that other records depend on. Configured once by an Administrator. | Link | What it opens | | ---------------- | ------------------------------------------------------------------ | | **Matter Type** | Top-level categories of legal work (e.g. Civil, Criminal, Family). | | **Service Type** | Sub-categories of legal services. | | **File Type** | Classification codes for labelling physical client files. | | **Service** | Courts and jurisdictions the firm practises in. | | **Task Type** | Categories of internal tasks (e.g. Drafting, Research, Filing). | ### Setup System configuration. | Link | What it opens | | --------------------------- | ----------------------------------------------------------------------------------- | | **Branch** | Office locations of the firm. | | **Matter Template** | Pre-built templates for opening standard types of matters with tasks pre-populated. | | **Law Management Settings** | Global system settings. | ### Reports | Link | What it opens | | -------------------------- | ------------------------------------------------------------ | | **Law Management Metrics** | A query report showing key metrics across cases and matters. | *** ## Legal Documents Sub-Workspace Legal Documents is a sub-workspace nested under Law Management. It has its own shortcut and card groups. **How to get there:** Select **Legal Documents** from the module menu. Legal Documents workspace showing Postal Order shortcut and three card groups: Legal Documents, Inwards / Outwards, and Setup ### Shortcut | Tile | What it shows | | ---------------- | ---------------------------- | | **Postal Order** | All postal dispatch records. | ### Card Groups | Group | Links inside | | ---------------------- | ------------------------------------------------------------------ | | **Legal Documents** | Legal Notice - formal notices sent to the other side. | | **Inwards / Outwards** | Postal Order - records of physical dispatch with tracking details. | | **Setup** | Legal Templates - reusable drafts for common notice types. | *** ## Tips * The **Matter** tile count includes all non-cancelled matters, not just open ones. Filter by Status = Open inside the list to see your active caseload only. * The **Dashboard** shortcut opens a separate analytics view - it is not a count tile. * If you cannot see a card group or link, your role may not have access to that record type. Contact your Administrator.