The All Clients with Matters report offers a detailed breakdown of all clients who have a matter in Lawcus, irrespective of whether the matter is currently active, closed, or pending. This report is crucial for law firms to maintain full visibility into client engagements and ensure efficient tracking across all cases.
Insights Expected from the All Clients with Matters Report
This report delivers essential insights that enhance client and case management:
Complete Client Overview: It lists all clients with any matter in the system, providing a thorough understanding of both current and historical engagements.
Matter Status Monitoring: By including matters regardless of their active status, the report helps track the lifecycle of cases, from initiation through to completion or closure.
Accurate Record Keeping: Firms can use this report to ensure all client information and matter details are up to date, supporting audit trails and future case reviews.
Strategic Resource Planning: Understanding the full client base, including clients with closed or pending matters, allows firms to manage resources effectively and ensure timely follow-ups or re-engagements where necessary.
To generate the All Clients with Matters report:
Navigate to the Dashboard
Click on Reports
Scroll down and choose 'All Clients with Matters.'
You can refine the details by applying various filters. The report can be exported for additional analysis, enabling law firms to maintain accurate client records and streamline matter management across the firm.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.