Clients Report

This report is a great way to see client contact information, such as address and email, as well as DOB for all of your clients. Some of the ways you can sort the report are in alphabetical order, case type, case status, and the city the client is from.

• Filter by open/ closed cases, case type, case status, case status category, birthday month, case age, source type, source detail, retained/referred, language, has email, and/or exclude minors. 
• Search for specific clients with the search bar. 
• Click the dropdown menu to the right of the client to see client details, edit assignments, add note, and/or add task.
• Sort by specific column by clicking on the arrows next to the column heading. 
• This is a permission based report, if you do not have access please contact your firm administrator.