Page Comparison

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• Calendar Report - Added two sorting options:
  1. Date & Court County
  2. Court County and Activity Type

• Calendar Report Advanced. Added Case Status filter.

• Case Minimum Settlement Value Not Set. Added more filters.

• Case Status Change Report. Added multiple filters and new columns.

  

• Case Time Tracking: Added Office Filter, Redesigned the report.

  

  Added multiple columns:

  • Case Type

  • Primary Plaintiff Name

  • SSN #

  • DOB

  • Client Names

  • Case Status

  • Sub-Status

  • M1

  • M2

  • M3

  • Start Time

  • End Time

  • Office

• Cases With Long Time in Status:

  • Removed grouping.

  • Added Roles of Staff filter

  • Added columns Attorney, Paralegal, Case Manager

  • Added column selector

  • Staff Roles and Staff changed to multi-select

• Client Birthday Report: Added multiple columns and multiple filters.

  

• Critical Deadline Report:

  • Added Days Backward filter

  • Added multiple new columns

  • Added column selector filter

• Disbursement Report:

  • Made Disbursement Type a multi-select filter

  • Added Open Date From/To filters

  • Added Case Type filter

  • Added Check # Contains filter

  • Added Is Recoverable? filter

  • Added multiple Columns:

    • Recoverable

    • Attorney

    • Paralegal

    • Case Manager

    • Referral Source

    • Referral Law Firm

• Document Search Report:

  • Updated report design

  • Added Case Status filter

  • Added Reviewed filter

  • Made Document Category/Sub-Category a multi-select field

  • Made Case Type a multi-select field

  • Added columns:

    • Reviewed (Boolean)

    • Reviewed by

    • Review Date

• Fees Outstanding:

  • Added Mass Tort Filter and a Settlement Range Filter

  • Added Date Range selector

• Insurance Company Report:

  • Added Adjuster Name filte

  • Added new columns:

    • Comments

    • Settlement Date

    • Settlement Amount

    • Claim #

    • Group #

    • ID #

• Lead Analysis Report

  • Added new filters:

    • Office

    • Case Type

    • Case Group

  • Added Summary Information

• Lien Report: Added multiple filters and columns.

• Negotiation Follow Up Report. Added Case Type, Case Group, Case Status filters and related columns - Case Group, Case Type, Authorized Amount.

• Overdue Report. Added Days Overdue column.

• Reports related to medicals are now organized into a separate menu:

  

• Settlement Report:

  • Added Settlement Comments column

  • Added Amount Received column

  • Add standard date range filter  - All, Days, Date, Last Year etc.

  • Added closed date range filter

  • Added Retainer date range filter

  • Added columns: closed date, retainer date, Amount received date, Case sub-type, Medical Bills

• Settlement Forecast Report:

  • Added Show Settled Cases filter

  • Added Case Type and Case Group filters

  • Added Case Type columnAdded column totalscolumn totals

  • Added new columns:

    • Case Type

    • Total Fee % (retainer fee)

    • Referring Attorney Fee %

    • Firm Fee % (Total Fee % - Referring Attorney Fee %)

• SOL Report:

  • Added Court and Docket columns

  • Added Tolling/Extension filter

• Staff Activity Report: Added column selector.

• UDF Report: Added multiple columns and more filters.

  

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