On the Apperio dashboard you can get a clear overview of your total legal spend.
Here you can see your cumulative spend for the selected date range relative to your budget, broken down by fees and disbursements. You can also view the monthly spend breakdown on the right of the cumulative spend chart, with spend broken down by billed and unbilled (WIP).
The total spend for the selected date is the sum of the Billed and Unbilled (WIP) fees and disbursements accumulated over this period
Here, the total amount Billed and Unbilled (WIP) for fees and disbursements are shown
When a new matter is created by your law firm it will appear in the New Matters list on the dashboard. To view a list of all new matters select Dashboard from the Apperio menu on the left and scroll to the bottom of the page.