Workspace Layout

What is the main workspace layout?

Beagle’s main workspace is built around a central work area with a segmented navigation control at the top of the center work area. Use that center navigation to move between Dashboard, Contacts, Matters, Clients, Billing, Tasks, Expenses, Reports, and Notepad.

Platform note: This article describes the Mac workspace. On iPhone, Beagle uses a home grid with a tile for each module and a bottom navigation stripe; on Apple Watch, the app is a timer-only companion.

#Short answer

Beagle’s main workspace is built around a central work area with a segmented navigation control at the top of the center work area. Use that center navigation to move between Dashboard, Contacts, Matters, Clients, Billing, Tasks, Expenses, Reports, and Notepad. The left and right areas act more like utility panels than a traditional file-tree sidebar.

The left sidebar holds the firm logo and firm name, a calendar date picker that drives report date ranges, the Desk Lock button, the Settings (gear) button, and an optional contextual help panel. The right sidebar is the timer column — it always shows the live clock face, client and matter pickers, billable toggle, activity description, and the Start/Pause/Stop/Discard controls.

Navigation note: Beagle’s primary navigation uses the center segmented workspace control. The side areas are utility panels, not a traditional folder tree.

#How to use this in practice

  1. Open the relevant Beagle section or setting described above.
  2. Confirm you are working in the correct firm, client, matter, or date range.
  3. Enter or review the information carefully before saving, billing, exporting, or relying on the record.
  4. If the item affects billing, trust funds, deadlines, or case history, review it a second time before sending anything to a client or using it for a report.

#What to watch for

  • Beagle is designed to preserve law-office context. Prefer accurate, plain-language descriptions over shorthand only you understand.
  • If a record is connected to billing, a client, or a matter, changes may affect reports, invoices, or matter history.
  • When in doubt, archive inactive records rather than deleting them.

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