Understanding Your Dashboard

The GleanMark dashboard (/home) gives you a daily snapshot of everything happening across your trademarks, owners, and proceedings. It's designed to surface what needs attention without you having to dig.

The Overview Hero

The top of the dashboard is the Overview section — three cards labeled "Your book of business at a glance." Each card groups three related numbers, and every number is clickable to jump straight to the underlying list.

Book of Business

In an organization (firm) workspace, this card shows:

• Active Clients — opens your Clients list
• Registered Marks — opens active-registered clients
• Pending Marks — opens active-pending clients

In a personal workspace the card is titled Your Marks and the first number switches to Tracked Owners (clients are an organization-only concept), alongside Registered Marks and Pending Marks.

TTAB Proceedings (Active)

In an organization workspace this card breaks the active TTAB count into three numbers:

• Managed — proceedings your firm is counsel on
• Other Counsel — proceedings involving your marks or owners handled by other counsel
• Active TTAB Clients — clients with active proceedings

In a personal workspace it shows a single active-proceedings count. Click the card to open the TTAB page.

Needs attention

A red-accented card with the three numbers most likely to need action today:

• Alerts (14d) — new monitoring alerts created in the last 14 days; opens the Alerts inbox
• Overdue — deadlines past due and not yet completed; opens overdue deadlines
• Next 30 days — deadlines due within the next 30 days

Quick Actions

The dashboard header has three quick-action buttons for common workflows:

• New Portfolio — create a new portfolio
• New Analysis — start a confusion analysis, clearance report, or other tool
• Knockout Search — quick availability check for a proposed mark

Attorney View Scope

In an organization workspace with the responsible attorney filter enabled, a scope banner appears below the quick-action buttons. It shows which correspondent cluster the dashboard is filtered to and lets you reset to the whole firm. When a scope is active, every widget on the page — the hero numbers, portfolio list, client list, deadlines, and alerts — narrows to that attorney's matters. At firm scope the banner is null and all widgets show firm-wide data.

Status Banners

Two conditional banners can appear between the scope banner and the Overview hero:

• Paused owners alert — notifies you when one or more tracked owners have monitoring paused, with a link to the Owners page to manage them.
• Imported deadline finding — for auto-imported workspaces, surfaces deadlines the import already found and offers a one-click opt-in for weekly deadline reminders. This banner disappears once the weekly digest is turned on.

Below the Hero

Under the Overview cards you'll find a Top portfolios snapshot of your busiest portfolios, with a button to open the full Portfolios page. Use this to jump quickly into the portfolios you work in most.

The Top portfolios card sits in a three-column row with two other cards:

• In an organization workspace: Top clients (your biggest clients by total trademark count, linking to the Clients page) and Upcoming Deadlines
• In a personal workspace: Owner watchlist (recently tracked owners and their monitoring status, linking to the Owners page) and TTAB Activity (active proceedings you're monitoring, linking to the TTAB page)

Below the three-column row, an Inbox card appears when you have actionable portfolio items to review.

Alerts by Category

A full-width Alerts by Category card appears below the inbox. It groups your unread, unsnoozed alerts by category — prosecution, milestones, reclassifications, deadlines, TTAB activity, owner changes, similar marks, new applications, assignments, owner info, portfolio events, and citation alerts — and shows a count for each. A time-range selector lets you filter to the last 7, 14, 30, or 90 days (30 days by default). Click a category to filter the alert list below the grid, then mark individual alerts as done, snooze them, or flag them as priority. You can also select multiple alerts with checkboxes (shift-click for range selection) and apply bulk actions.

New User Experience

If you haven't imported any trademarks yet, the dashboard shows onboarding cards to get you started:

• Import trademarks — add your existing marks to start monitoring
• Track owners — monitor owners to catch new filings fast
• Set alerts — configure alerts so GleanMark can watch for similar marks

These cards disappear once you have active data.

Tips

• Check the dashboard daily — the 14-day alert window means you see recent activity without being overwhelmed.
• Click the numbers — every metric in the Overview hero links straight to the relevant list (clients, alerts, deadlines, or TTAB).
• The dashboard is your "what needs attention" view — use the Alerts inbox for the full alert history.

Related Features

• Welcome to GleanMark — Complete getting started guide
• Setting Up Alerts — Configure monitoring
• Setting Up Your First Portfolio — Create and populate a portfolio