Schedule automated reports to be emailed to your team on a regular basis to ensure everyone is on top of his/her caseload.
With robust filters and multiple report types, create custom lists of cases organized by statute of limitations so you never miss a deadline or track your marketing campaigns and referrals to see which campaigns are performing best and who is sending you high value cases
FAQ
What kind of information can I see in automated reports?
With our automated reporting feature, users can see a variety of information related to their law firm and clients. Typically, users set up automated reports to give information about case statuses, statute of limitations, status changes, and other important info related to active cases.
How are case sources organized?
Case sources are organized from website, Google PPC, lawyer referral program, medical provider, by client, yahoo ppc, and other.