Build a law firm dashboard in Notion

Blocks worth having

Build it

1. 1

   Open the home page

   Press / and add a linked view of database, pointing to the source.

2. 2

   Filter and sort

   Apply the filter from the table, then sort by date.

3. 3

   Choose properties

   Show only three or four columns.

4. 4

   Lay out

   Use columns for two blocks side by side.

5. 5

   Add a personal version

   A dashboard per person that filters by the current user avoids clutter.

Filter mechanics are covered in views and filters for deadlines.

A weekly review block

Add a short checklist at the bottom: clear inbox into actions, check next week's deadlines, update matter statuses, record time. A simple recurring checklist beats a complicated chart.

Limits

Notion has charts on some plans, but a dashboard here is for attention, not accounting. Do not treat its totals as financial reports.

Common mistakes

• Too many blocks, so the page loads slowly and nothing stands out.
• Filters set for one person but shared with everyone.
• Relying on dashboard numbers without checking source data.
• Using the home page for everything instead of linking to detail views.

Review the dashboard monthly and remove any block nobody looked at.

Frequently asked questions

Can I add charts?

Notion offers chart views on certain plans; check what your plan includes.

Can clients see the dashboard?

Keep internal dashboards private. For clients, see the client portal guide.

Why are my numbers wrong?

Check filters first, then missing or inconsistent data.

Does Starter have a dashboard?

Starter's home page includes Deadlines this week and Active matters.