In your LawToolBox you can run a report for all matters created or modified within a specific time frame.
This report provides key analytics to better understand the volume of new cases in your firm.
New feature 1/29/2024:
- Go to your LawToolBox app
- Go to "reports"
- Click "all reports" (top left)
- Select "Matter Report"
Matter Report:
- Select "Central Docketing" or another user (e.g. managing partner)
- Optional: select a secondary user
- Start & end date (e.g. 1/1/2024 to 1/31/2024)
- Filter by: "Created Date" or "Last Updated"
What the report looks for:
- Active matters
- Archived matters
- All matters
- Users added to the case
- Time frame
- Created or modified date
