This article walks you through how to create a matter-specific report.
For user Based reports, please see FAQ - Reports - Date Range Report
Click Matter Name > View & Edit Deadlines > Report
This report will include all deadlines selected with the checkbox (all or selected).
View & Edit Deadlines:
Refine: Filter / Search
As a best practice, we recommend sharing a full report of "All Deadlines" when the case was first opened so your team can review the deadlines in one place and provide feedback for any changes.
Filter: | Search: |
Insert (outlook add-in)
When writing an email (Outlook Draft Mode)
You will see an "Insert" option, that allows you to insert the selected deadlines into the email
This is a helpful tool for communication with clients, outside counsel and others
Add the report to the email you are writing:
See related articles on additional report options for user-based reports