Tip #198 - Cases With No Recent Activity Report

Occasionally, we will get a question from a SmartAdvocate user asking if there is any feature in the system that will show whether a case has “not been touched” for a certain amount of time. In other words, how can you be sure something did not fall through the cracks?

A new report under Staff Management Reports called “Cases With No Recent Activity” report, will generate a list of cases that have had “no” activity over the period selected.

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 The Activities that are tracked for the report:

• Appointments Created, Appointments Modified

• Documents, Emails

• Estimated Value Updated

• Notes, Status Changes

• Task Created, Tasks Completed, and Texts

The Filters available for the report:

• Time Frame

• Case Group, Case Type, Case Stage, Case Status

• Whether the Case is Retained (Yes or No)

• Referred (i.e., In House or Referred Out or both)

• Mass Tort Case or Single Event or both

• Staff

The Data Columns that are available to display:

• Case Number, Case Name, Case Type, Opening Date

• Minimum Settlement Value

• Plaintiff, Defendant

• Status Date, Status Days

• Attorney, Paralegal

• Last Note

• Liability Coverage

Our screenshots are interactive! Just click on each one to see enlarged versions for better viewing.

Our screenshots are interactive! Just click on each one to see enlarged versions for better viewing.
The “Cases With No Recent Activity” Report is a standard report available in SmartAdvocate, which means that you can have it automatically emailed to you (or anyone else) on a schedule that you select.