New Reports Added

• Checks Received Report

  

• Contact Rename Report

• Expense Analysis Report

  

• Evidence/Storage Report

  

• Funding Report

  

• Medical Visits Report

  

• Notes Search Report

  

• Referred-Out Firm Performance Report

  

• Settlements By Case Group/Type

  

• Settlement Performance (Min. Value)

  

• Treatment Report

  

Modified Reports

• 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 multiple columns.

  • Case Type

  • Primary Plaintiff Name

  • SSN #

  • DOB

  • Client Names

  • Case Status

  • Sub-Status

  • M1

  • M2

  • M3

  • Start Time

  • End Time

• 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

  • Added Case Status filter.

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

  • Made Case Type a multi-select field.

• Fees Outstanding.

  • Added Mass Tort Filter and a Settlement Range Filter.

  • Added Date Range selector.

• Insurance Company Report.

  • Added Adjuster Name filter.

  • Added new columns:

    • Comments

    • Settlement Date

    • Settlement Amount

    • Claim #

    • Group #

    • ID #

• 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 column.

  • Added column totals.

• 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.