The Open Matter Summary report offers a detailed overview of all active legal matters, providing law firms with the information necessary to monitor progress, allocate resources effectively, and make data-driven decisions. This report is crucial for ensuring that issues are on track and managed efficiently.
Insights Expected from the Open Matter Summary Report
This report delivers critical insights that help law firms manage ongoing matters more effectively:
Matter Status: It shows the current status of all open matters, allowing firms to monitor progress and ensure that cases are advancing as expected.
Resource Allocation: By tracking open matters, firms can ensure that attorneys and staff are properly assigned, avoiding bottlenecks and balancing workload distribution.
Key Deadlines: This report highlights important deadlines and milestones, helping firms stay on top of critical dates and avoid missed deadlines.
Financial Overview: Firms can get a snapshot of the financials related to each matter, including billable hours and expenses, ensuring that matters remain profitable and within budget.
Client Relationship Management: The report provides insights into clients' ongoing matters, helping firms maintain strong communication and proactive case management.
To generate the Open Matter Summary report:
Navigate to the Dashboard
Click on Reports
Scroll down to the Matters section and choose 'Open Matter Summary.'
You can refine the details by applying various filters. The report can be exported for further analysis, helping firms manage active matters effectively and make informed decisions to keep cases on track.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.