Which matters need attention?
Group open cases by organization, type, status and owner, then open the case behind a count.
- Court Case Management
- Reports and operational decisions
Reports for the questions your team asks
Review case state, due work, decisions, evidence and execution exceptions.
Overview×
Court Case Management · Overview
Court Case Management dashboard
This quarter
Matter deadlines in view
6Open
3In progress
3Due at in 14 days
3Matters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 31 | ||
| Engaged | 7 | 23% | |
| Active | 2 | 29% | |
| Review | 1 | 50% |
Matters by status
Sample counts per stage
Questions to answer
What is due next?
Read open and in-progress deadline items with their due dates and named owners.
Which decisions changed?
Compare the review outcome and reason for each source revision.
What evidence is still unchecked?
Find attachments awaiting verification before the next review.
What failed after approval?
Read failed or reconciliation-required receipts against their matter revisions.
From Matters
More reports
Matter status by organization List
Compare matters by organization, matter type, status and owner.
Deadline exposure List
List open and in-progress deadlines by due date, owner and source matter.
Review decisions by revision List
Show decision, reviewer, reason and date for each reviewed matter revision.
Evidence verification List
Compare attached records by verified state, verifier and source matter.
Event outcomes List
Summarize pending, accepted and rejected event lines by parent matter.
Execution exceptions List
Show failed or reconciliation-required receipts with their source revision and failure reason.
Matter transition history Grouped
Group state changes by source matter and revision with actor, time and reason.
Completed matter outcomes List
Review closed matters by completion date, decision reason and delivery reference.
Set up Court Case Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.