The Closed Cases Report is an easy way to view all of your cases in closed out statuses in a specific time frame. The Closed Cases Report also gives an all-encompassing view of Total Settlement, Total Fee, and Total Medical Bill amounts.
NOTE: This is a permission-based report, if you do not have access please contact your firm administrator.
Closed cases include cases in Subbed Out, Subbed Out Lien Closed, Dropped Lien Closed, Dropped, Rejected, Referred, Referred Accepted, Subbed Out, Subbed Out Lien, Error/Duplicate, Closed and Storage - Physical, Storage - Digital statuses.
Filter by dates, case type, case status, lead attorney, intake worker, litigation firm, case manager, supervising attorney, races, worker, source type and source detail.
Search for a case with the search bar.
Click on the dropdown menu next to the case to add note, add task, view case details, or edit assignments.
Sort by a specific column by clicking on the arrows next to the column heading.
Export this report to CSV by clicking the "Export" button on the right hand side.