New Reports Added

• Checks Received Report:

  Open

  

• Contact Rename Report

• Expense Analysis Report

  Open

  

• 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 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 column 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.

   

Reports Redesign Project

In order to provide reports that are clear and easier to read, SmartAdvocate started redesigning the appearance of reports. We started with several, and will continue updating all the reports in SmartAdvocate.

Here are couple of examples of how redesigned reports look:

The font and background colors for the redesigned reports can be configured under System Parameters, so you can adjust them to your liking.