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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

  • 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.

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