Features
Know what needs you today
Open the home screen and see the work that is waiting: reviews, payments, files that stalled, and the meetings on your calendar.
Start freeHow it works
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Open home
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See what waits
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Jump into the file
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Clear the item
Documents waiting for you
Uploads the client just sent appear as items to approve or send back, without digging through each file.
Money that is still open
Unpaid invoices and overdue payment links sit on the same list, so follow-up happens before the week slips away.
Files that stopped moving
Files with no recent activity are called out so a stuck application does not sit unnoticed.
Today’s meetings
Confirmed consultations for the day show with their time, service, and join link when you use Meet, Teams, or Zoom.
Common questions
Is the dashboard shared across the firm?
Yes. Staff with a seat see the firm’s open work. Each person still has their own calendar and connected meeting tools.
Does it replace my email inbox?
No. It surfaces the work already inside Dossierly — reviews, invoices, files, and bookings — so you start from the product, not from email.
Free until 2027 for firms that sign up now
Set up your firm workspace in minutes and see whether it fits how you already practice.
The full product from the day you create your firm. No credit card.