Reports
Make Use of the Client Contact Overdue Dashboards and Reports Video
Use The Staff Activity Report To Keep Track Of And Monitor Staff Productivity
How to create a Referred-Out Firm Report using Case Browse
The Settlement Forecast Report
How to Search for Cases Using UDFs
Medical Provider Referral Report
For an overview on Dashboards, jump to:Â Dashboards
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.