The Overview dashboard loads live data when you open it. If you have been on the page for a while and want to see the latest client statuses, you can refresh the view.
Firm Portal Overview dashboard showing live client data
What You Can Do
- Click the browser's Refresh button (or press F5 / Cmd+R) to reload the entire page.
- Alternatively, click the 'Home' link in the left sidebar to navigate away and back — this reloads the dashboard.
- The metric cards and client list will reflect the most current data after a refresh.
💡 Good to Know: The Firm Portal is a live application — most changes made by clients or staff reflect in near real-time without a full page refresh.
💡 Good to Know: If you notice stale data (e.g., a client is marked Active but was just deactivated), a page refresh should resolve it.
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