The Matters without Recent Engagements report provides a clear view of matters that have had no recent activity, including time entries, communications, or invoices, in the past 30 days. This is a critical tool for the firm administrators and management to identify potential bottlenecks, neglected matters, or client relationships that may need attention. With this, firms can improve responsiveness, client satisfaction, and revenue realization.
Insights Expected from the Matters without Recent Engagements Report
This report delivers actionable insights to keep firm operations and client engagement on track:
Identification of Dormant Matters: Lists all matters that have had no logged activity in the last 30 days, helping firms spot stalled cases early.
Attorney-Specific Trends: Since the report is grouped by Originating Attorney, it highlights which attorneys have the most inactive matters, allowing targeted follow-up or workload adjustments.
Client Relationship Management: Includes the most recent communication with the Client, providing context on when the client was last contacted and whether additional outreach is needed.
Financial Visibility: Displays Current Accounts Receivable, Last Invoice Amount Due, and Last Invoice Total, allowing firms to assess whether dormant matters are impacting their cash flow.
Status & Timeline Tracking: Columns such as Matter Status, Open Date, and Last Invoice Status help assess whether matters are nearing closure or simply stalled.
Attorney Accountability: Lists both the Originating Attorney and Responsible Attorney for clear accountability and easier collaboration in reactivating the matter.
Engagement Opportunity: Enables partners and administrators to decide whether to follow up with the client, reassign resources, or formally close matters that are no longer active.
How to Generate the Matters without Recent Engagements Report?
Navigate to the
Dashboard.Click on
Reports.Scroll down and select
Matters without Recent Engagements.Apply filters as needed (e.g., date range, attorney, status).
Export the report if required for deeper analysis or follow-up action planning.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.