The Portfolio Command Center

The home screen for your practice.

Every client, every matter, every deadline, every urgent action — all in one view, with the context pre-loaded before you click.

Sapphire Legal Portfolio Command Center dashboard — managing 5 client firms with compliance scores, risk levels, and active cases
Quick answer
What is the Portfolio Command Center?
The Portfolio Command Center is Sapphire Legal's multi-client dashboard built for fractional general counsels. It shows every client firm, every active matter, every upcoming deadline, and every urgent action in a single view — with per-client compliance scores, a firm health matrix, pinned matters, a Kanban board for active work, and context pre-loaded before you click into any client. It's the home screen a fractional GC returns to between every phone call.
The big idea

Most legal software was built for one firm with many cases.

You're not a firm. You're a fractional GC running 3–10 client companies at the same time. Your software should show you all of them — with every signal you need — at a glance.

Health Matrix
100%
Compliance score per client, at a glance
Urgent Actions
6
Rolled up across every client
Upcoming Deadlines
14
Statutory, hearings, discovery cutoffs
Active Matters
38
Across all 5 client firms
What's inside

Six pillars, one dashboard.

Firm Health Matrix

Every client firm you manage shown as a row with compliance score, risk level, urgent tasks, active cases, and last activity. Sort, filter, click to dive in.

Global Urgent Actions Feed

A unified list of everything on fire across your portfolio. Overdue deadlines, pending signatures, expired engagement letters, critical Clarity flags — all in one queue.

Deadline Intelligence

Statutory deadlines, filing dates, discovery cutoffs, and hearings tracked per matter with rule source (FRCP 26(a), CCP §335.1) and urgency coloring — so you never miss one.

Pinned Matters

Pin the 3–5 matters you touch every day. They're always at the top of your dashboard, one click away, no scrolling through a long list.

Recently Viewed

Context recovery in one click. Your last 10 matters show up on the dashboard so you can resume exactly where you left off between phone calls.

Case Team View

See who's assigned to what — lead, co-counsel, paralegal, support. Essential when you're coordinating across multiple clients and need to know who's doing what.

Visual workflow

A Kanban board for your matters.

Switch from the firm health matrix to a visual pipeline in one click. Drag matters between stages — Intake, Active, Litigation, Settlement — with stages configured per practice type.

  • Configurable stages per case type (PI, corporate, family law)
  • Drag-drop between columns — stage update is instant
  • Priority dots, client context, billing totals on every card
  • Seeded templates for the most common practice areas
Sapphire Legal Matter Board — Kanban view of cases moving across Intake, Active, Pending Close, and Closed stages

Your portfolio, one click away.

We'll walk through it with your actual clients and matters — you'll see exactly how it changes your day.

How it works end-to-end