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Demand Report
Updated over 6 months ago

The Demand Report allows you to see a history of all demands that have been added on the Settlement Tab of cases.

  • Filter by a specific time frame by selecting a date range and clicking "update," otherwise the report will default to the current month.

  • Filter by Case Manager, Lead Attorney or Supervising Attorney dropdown to sort by a specific worker.

  • Filter by Case Type, Case Status or Case Status Category with the other dropdowns.

  • Click the grey dropdown to the right of the case to view case details or the case assignments.

  • 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 right-hand side.

  • Depending on your permission level, you may see the cases you are assigned as a lead attorney or case manager or an administrator view in which you can see all demands for the firm.

  • NOTE: This is a permission-based report. If you do not have access please contact your firm administrator.

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