Objectives
- Generate Reports Related to Matters
Steps
The Reports Module has many useful predefined Reports that are segregated as per each related module.
App4Legal's Reporting Module can be accessed by clicking on the two arrows next to the Documents module.
Conflict of Interest: the conflict of interest report shows all the related matters and companies for each company or person.
You only have to specify the type of contact ( Company or Person) and specify its name. Automatically the system will return a report that shows every company and matter related to this contact and indicate the type of this relation ( opponent, client, shareholder...)
Matter Value Tiers Report: This report distributes all the matters added in the system based on the practice area and according to specific range of matter value (value paid on matter in USD for example).
Matter Values Per Client Report: the matter values per client report allows the user to search for matter values by specifying the arrival date of these matters for example a range between two dates, matters added last week or last month and so on. The results will distribute the matter values according to each client ( company or person).
SLA: Met Vs Breached : SLA: Met vs Breached report will show the matters and their SLA with the result of each SLA :Met, breached or in progress. The user should select the workflow (Legal Team Review, Litigation Process, Consultancy...) and press on search.
Matters Attachment Report:
SLA Report: The user should specify the workflow and one or more status ( In Progress, Paused, Stopped or Breached) and submit. A new SLA report will be created.
Other Reports:
- Advanced Matter Report:
- Matter Per Assignee Per Status: This report shows all the matter that are related to specific assignee with respect to the workflow status by allowing the user to search for matters according to the assignee and several workflow status.
- Matters Per Assignee Per Due Date: This report shows all matters related to specific assignee and defined due date. The user have to specify the assignee and the due date and search for the results.
- Matters Per Company Per Assignee: This report shows all the matters that are related to specific company and assignee. The user should specify the company and the assignee name and search for the results.
- Matters Per Person Per Assignee: This report shows all the matters that are related to specific person and assignee. The user should specify the person and the assignee name and search for the results.
- Matters Per Company Per Role: This report shows all the matters that are related to specific company with respect to the roles of these companies. The user should specify the company name and the role and search for the results. Role could be Client, Defendant, Supplier, Opponent...
- Matters Per Person Per Role: This report shows all the matters that are related to specific person with respect to the roles of this person. The user should specify the person name and the role and search for the results. Role could be Client, Defendant, Supplier, Opponent...
- Matters Per External Lawyer Per Status:
- Report Builder: The users have the option to customize a report as it suits their businesses. From the Report Builder, a user can choose the columns that he wants to show in the report by just clicking on "+" next to each column name to add it to the selected items. An Additional filters option is also available, so the user can specify the Matter Client Position, the date when this matter was filed, the nationality of the opponent and the Matter category if it includes only litigation cases, corporate matter, intellectual property or all of them. After submitting and saving, a new customized report is now created.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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