Product tour · Dashboard
Tour: the dashboard
The BrieflyGo dashboard keeps every document in one list with its stage — review, edit, send, signed — and one main action per row, plus templates, My Case cases and notifications. This tour shows a sample account with contracts at different stages; actions are disabled.
Live demo, step by step
1. Start something new. The New button starts every flow: check a contract, open a form or start from a template.
The New button starts every flow: check a contract, open a form or start from a template.
Reports, drafts, packages out for signature and signed documents in one list. The stage shows where each one is: Review → Edit → Send → Signed.
Filter to what needs you, what’s waiting on others, drafts or signed documents, or search by name.
Open My Case cases sit next to your documents, with how many questions are still open.
Save a package as a template and send the same document again without starting over.
Notifications tell you when someone opens or signs, or when a delivery fails.
Questions
Is this my real dashboard?
It’s the real dashboard screen with a sample account. Buttons that would change documents only show a note here.
Is the dashboard free?
Yes, every account has a dashboard. Plans differ in reports, credits, signers and templates.
Where do signed documents go?
Signed packages stay in the list as Signed, with the final PDF and audit proof.
More product tours
- 3 min tourRisk reportWalk through a real contract risk report step by step: risk score, critical clauses with exact quotes, suggested changes and a ready request to send..
- 4 min tourEditorTry the BrieflyGo editor live with a sample agreement: change the real text, move between pages and see how signing, re-check and download work..
- 2 min tourMy CaseSee My Case on a sample repair job: what it read, the extra charge it found, the one-tap question and the reply you copy.
Sample data only. BrieflyGo is not legal advice. Last updated .