The easiest way to get a list of clients that will have the name and address (and other information such as Email Address and Phone Number) is to use Case Browse. If needed, the list can also include Date of Birth, Social Security Number, Primary Language, etc. Here’s How: Go to Case Browse.
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Click the “Clear All Filters” button on the right of the page to make sure there are no unintended pre-selected filters.
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Select any additional filters. All open cases are generally selected by default. Depending on what list you are looking for, you can choose any other filters you wish, (e.g., cases opened during a defined period, all Auto Accident Cases, cases in a specific Status, etc.). The screen shot below shows an example of a filter for cases closed during a certain date range. You do not need to select any specific columns to display, so you can just accept the default columns.
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Click the “Search Cases” button on the right of the page to run the search. On the resulting list of cases, click the check box at the top of the column on the left (generally the check box to the left of the column heading “Case No”). This will select all the cases on the list.
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Click the “Mass Update” button to display a list of options on a drop-down list.
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Select “Generate Document.”
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On the next page you will select which contacts you want to include (Primary Plaintiff, Primary Contact, All Plaintiffs, etc.). Important: You generally will want to leave “Exclude Prevent Mailing” and “Exclude Minor, Deceased and Incompetent” checked.
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Click the “Search” button on the right of the page to update your results. You will usually get a list on the bottom half of the page that most likely will have columns that are not needed for your list. Remove the columns that are not needed using the “Layout” and “Show Hide Columns” features.
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Click the Layout button in the bottom right corner of the page. Click Show/Hide Columns. Use your mouse to “drag” the columns you do not want from the grid into the “Column Chooser” box. You will need to remove the columns one by one. Inversely, if a column is need that is not currently displayed on the grid, you will need to “drag” it from the Column Chooser box onto the grid. Close the Column Chooser box when you are finished adding or removing columns.
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Rearrange the resulting columns, if necessary, so they appear in the order you want them, e.g., you may want the remaining columns to be in the following order from left to right: FirstName, LastName, Address1, Address2, City, State, Zip. Use your mouse to move a column left or right on the grid if necessary. Your final list may look something like this:
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Use one of the export functions to send your list to PDF, Excel, CSV or Word.
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