Overview
The My Counsel section gives you a complete view of your organisation's legal counsel portfolio. It includes an insights dashboard with graphs and key metrics, a searchable counsel directory, and tools to add counsels individually or in bulk.
Access My Counsel by clicking Counsels from the left-hand navigation bar.
My Counsels Tab
The My Counsels tab is the default view when you open the section. It shows a dashboard at the top followed by your full counsel list.
Dashboard Stats
Five key metrics are displayed at the top:
Engaged Counsels — total number of counsels currently engaged
Active / Idle — breakdown of active versus idle counsels
Total Spend YTD — total amount spent on counsels in the current financial year
Ongoing / Disposed — number of ongoing and disposed cases across all counsels
Avg. Case Duration — average duration of cases handled by your counsels
Coverage Graphs
Below the stats, two bar charts give you a visual breakdown of your counsel coverage:
Coverage by City — shows how many cases are handled by counsels in each city
Coverage by Practice Area — shows case distribution across different practice areas
Counsel Cards
Below the graphs, all your counsels are displayed as cards. Each card shows:
Counsel name and location
Status indicator (active/inactive)
Ongoing, Disposed, and Portfolio percentage
Contact details (phone and email)
Use the list/grid toggle at the top left to switch between views. Use the pagination controls to navigate through the full list.
Counsel Directory Tab
Click the Counsel Directory tab to browse counsels outside your current engaged list. This shows a broader directory of counsels with the following details on each card:
Name and location
Practice Areas
Courts Covered
Previously Hired By (company logos)
Use the filters at the top to narrow results by Hired By, City/State, Select Court, and additional filters.
Adding a Counsel
Click + Add Counsel at the top right of the My Counsels tab. A panel opens on the right with the following fields:
Lawyer Name (required)
Lawyer Gender
Lawyer Number (required)
Lawyer Email (required)
Click Submit to save the counsel, or Reset to clear the form.
When you add a new lawyer, the system automatically creates a free account for that counsel on the platform with limited permissions. By default the lawyer can view only the cases assigned to them, update hearing details, upload documents, and create tasks related to their assigned cases. Broader access can be granted via User Access Settings if needed.
Bulk Adding Counsels
Click Bulk Add Counsels at the top right to add multiple counsels at once.
Click Download Sample to get the CSV template.
Fill in the required details in the template.
Upload the completed CSV file using the Choose file option.
This is particularly useful when onboarding a large number of counsels at once, such as during initial platform setup or when adding a new panel of lawyers.
Conclusion
The My Counsel section gives your legal team a centralised view of counsel performance, geographic coverage, and spend — all from one place. With the dashboard, directory, and bulk upload options, managing your counsel portfolio is straightforward whether you are onboarding new counsels or reviewing existing ones.