Legal cases report

Generate the legal cases report in the Report Center, with formats by movements, values or inactivity and filters by customer.

The report gathers status, deadlines and total case value of the cases monitored by the team.

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When to use

• Case portfolio meetings with the firm.
• Finding stalled cases.
• Presenting values to clients or partners.

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Before you start

• Notfy Processos integration active.
• Access permission to the legal cases report.

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How to generate

1. Open the center

   Go to Reports, Report Center.

2. Choose the report

   Select Legal Cases Report from the list of available reports.

3. Choose the format

   Under Select the report format, choose an option from the table below.

4. Apply the filters

   Adjust the filters and generate the file.

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Formats

Format	When to use
Default (Latest movements)	Overview with the most recent movement of each case.
Amounts (Financial)	Focus on case values.
No movements (Inactive)	Cases with no movement for a period. Enter Days without movement.

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Filters

Filter	Options
Status	In Progress, Completed, Overdue or All.
Monitoring	Monitored or Not Monitored.
Search legal process	Case number or court.
Filter by customer or lead	Choose a customer or leave it on All.

Report Center

All the reports.

Monitoring

Keep the data up to date.