Matter pipeline List
Group matters by status, organization, owner and jurisdiction.
Review matter status, upcoming dates and retained decisions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 25 | ||
| Conflict Review | 7 | 28% | |
| Engaged | 3 | 43% | |
| Active | 1 | 33% |
Sample counts per stage
Group matters by status, organization, owner and jurisdiction.
List court and due date by matter and status.
Match completed court deadlines with filing references and decision dates.
Review decisions and evidence by matter, reviewer and review date.
Compare due and completed dates with court receipts by owner.
Inspect document revisions, privilege states and approval names by matter.
List recipients, authorization references and production hashes for each matter.
Show failed and review-needed receipts with their reasons and references.
Start free, then use Proto to change fields, steps and approvals before your team goes live.