Retained Cases Report

The Retained Cases Report is a great place to view cases your firm has retained. Track the types of cases that are retained each month or for the past year. The firm can also see how well a certain marketing campaign is doing compared to others. 

• Filter by a specific time frame by selecting a date range and clicking Update. The report will default to the current month.
• Click the grey dropdown to the right of the payment to view case details or worker assignments.
• Filter by intake worker, source type, source detail, investigator, case type, case status, case status category, lead attorney or case manager with the various drop downs. Then click Update.
• Search for a case with the search bar.
• Sort by a specific column by clicking on the arrows next to the column heading. 
• Export this report to Excel or CSV by clicking the Export button on the righthand side.
• This is a permission based report, if you do not have access please contact your firm administrator.