The All Clients with Open Matters report offers a comprehensive overview of all clients with active, ongoing legal matters. This report is essential for law firms to monitor the status of open cases, ensuring efficient tracking, client communication, and matter management.
Insights Expected from All Clients with Open Matters Report
This report delivers vital insights that help law firms stay organized and maintain accurate tracking of client matters:
Active Client Matters: It lists all clients with open matters, helping firms track ongoing work and identify which cases are currently active.
Efficient Case Management: By showing the status of open matters, the report enables firms to prioritize work, ensuring that deadlines are met, and no case is overlooked.
Client Communication: The report helps improve communication with clients by keeping track of their current matters and facilitating regular updates.
Resource Allocation: Understanding which clients have active cases allows firms to allocate resources appropriately, ensuring that workloads are balanced across attorneys and teams.
To generate the All Clients with Open Matters report:
Navigate to the Dashboard
Click on Reports
Scroll down to the Clients section and choose 'All Clients with Open Matters.'
You can refine the details by applying various filters. Additionally, the report can be exported for further analysis, helping law firms maintain accurate records and optimize matter management strategies.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.