Finding your way around
What is where: the menu, the top bar, the dock at the bottom of a phone, and how to get back.
Reviewed 24 September 2026
Step by step
- Overview is home The first item in the portal menu, and the icon on the right of the dock on a phone. It answers three questions: what is on today, what is waiting on you, and what the month looks like.
- The menu is grouped, not alphabetical Work, Drafting, People, Money, Grow, Settings for an advocate; My matters, Money, Advocates, Settings for a client. A group opens by itself when you are inside it.
- Your photograph opens your account Top right, on every page. Your profile card, appearance, and sign out are there — including on a phone, where the menu column is not on screen.
- The dock is the phone menu Five destinations along the bottom: home, search, calendar, messages, portal. It is the same five on every page.
- Help sits next to the thing it explains Most pages carry a small "How this works" link that opens the guide for that page. The whole set is at Help.
Questions
Where did the profile card go?
Under your photograph in the top bar, so it can be reached from any page rather than only from the portal.
Can I change the colours?
Yes — Appearance, under Settings, has nine schemes including a dark one. It is per account, not per device.
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Reviewed 24 September 2026