In this release you will see a new consolidated Reports menu and the dashboards seciton populated with new items.
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Updated! cases - The Cases Dashboard was previous named "reports center" and has been optimized with a few additional features, such has Firm Locaiton filter and the inclusion of Longshore in the Practice Area filter.
Updated! liens - Track all Liens entered across all Cases to track all your lien negotiations.
New! time entry - Review all time entries and expenses across all cases for accuracy and compliance with firm and client policies.
New! attorney perforamnce - Track key attorney performance metrics throughout the month.
case activity - A listing of all Cases and the number of days since each Case was last updated in Casefriend.
cut reason report - A report of all time cuts and the reason for the cut.
subpoenas - A report tracking the progress of of all Subpoenas entered into Casefriend.
arcuity orders - A report tracking all PQME analysis orders placed with Arcuity AI.
monthy billing has been renamed "billing" |
We are retiring the following pages from the Reports Menu:
monthly cases - replaced by Attorney Performance
firm pace graph - replaced by Attorney Performance
firm hours pace table - replaced by Attorney Performance
managers pace graph - replaced by Attorney Performance
hours pace graph - replaced by Attorney Performance
managers pace table - replaced by Attorney Performance
hours pace table - replaced by Attorney Performance
managers billing - replaced by Billing (formerly Monthly Billing)
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