The Overview Settlement Screen shows the distribution of cases in the Pending Demand, Demand Writing, Demand Prepped, Demanded, Settlement, Pursuing UIM, Settled, Lien Negotiations, Litigation Review status per Lead Attorney at your firm. This Overview Screen also shows all of the firm's cases currently in the above mentioned statuses which have a Lead Attorney assigned.
- To view a specific Case Manager or Lead Attorney's case load, filter for their name in the drop down under the distribution.
- Filter by a specific case status using the drop down under the distribution.
- Sort by a specific column by clicking on the arrows next to the column heading.
- Click the dropdown menu next to the case to add note, add task, edit assignments, and view case details.
- 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.