The Overview Pending Assignment screen shows the distribution of cases in the following statuses: Treating, Pending Demand, Demanded, Settlement, Pursuing UIM, Settled, and Lien Negotiations status per Lead Attorney at your firm. This overview screen also shows your firm's newly retained cases, cases in the Pending Assignment status, that are awaiting worker assignments.
Your team can use this report to easily view all cases that are in need of worker assignments.
Prior to assigning workers to the cases in the Pending Assignment status, your team can review the lead attorney distribution and ensure that all workers are properly assigned.
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 icon on the far righthand side.
This is a permission-based report, if you do not have access please contact your firm administrator.