The Matters by Status report provides a detailed overview of legal matters categorized by their status, such as open, closed, pending, or in progress. This report is crucial for monitoring case progression, managing workloads, and ensuring that no matter is delayed or overlooked.
Insights Expected from the Matters by Status Report
This report delivers key insights that support effective matter management and decision-making:
Stage Tracking: The report helps law firms track where each matter stands in its lifecycle, from initiation to completion, allowing for efficient planning and timely action.
Workload Management: By categorizing matters by status, the firm can easily assess the volume of work at each stage and reallocate resources as needed to avoid bottlenecks.
Progress Monitoring: It allows for the monitoring of matter progress, ensuring cases are moving through the appropriate stages and that deadlines are being met.
Informed Decision-Making: With a clear understanding of the current status of all matters, law firms can make better-informed decisions about staffing, scheduling, and case priorities.
Client Communication: This report enables firms to keep clients informed about the progress of their matters, enhancing transparency and client satisfaction.
To generate the Matters by Status report:
Navigate to the Dashboard
Click on Reports
Scroll down to the Matters section and choose 'Matters by Status.'
You can refine the details by applying various filters. This report can be exported for further analysis, enabling law firms to stay on top of case management, optimize workflow, and ensure timely matter resolution.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.