Matters by lifecycle state List
Count matters by Status and Owner.
- Document Automation
- Reports and analytics
Reports for the questions your team asks
Answer operational questions from matter and document records.
Overview×
Document Automation · Overview
Document Automation dashboard
This quarter
Template versions in view
6Total version number
2,670Submitted
6Matters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 36 | ||
| Conflict review | 13 | 36% | |
| Engaged | 2 | 15% | |
| Active | 1 | 50% |
Matters by status
Sample counts per stage
More reports
Conflict clearance outcomes List
Compare conflict reviews by Decision and reviewed at.
Upcoming and completed deadlines List
Group matter deadlines by due at, completed at and Owner.
Documents awaiting privilege review List
List legal documents by Privilege, Matter and Revision.
Template review decisions List
Compare template versions by Status, decision at and Organization.
Disclosure register List
List document productions by produced at, Recipient, Document and Matter.
Guarded operation exceptions List
Group operation receipts by result state, Action and occurred at.
Matter evidence trail Grouped
Follow Matters to record attachments, review decisions and operation receipts.
Set up Document Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.