Case Strategy Report

Case Strategy Report

Case strategy reports include strategy notes and planning actions from cases. It enables attorneys and managers to assess legal direction and client management strategies.

Filtering and Search Controls

There are filter fields above this page to limit the case strategy report:

  • Case Created From: Enter a start date on which the case was created.
  • Case Created To: Define a closing date for when the case was created.
  • Branch: Choose the relevant case branch from the dropdown list.
  • Status: Select cases depending on their status of strategy. The given options from the dropdown menu are “Approved,” “Draft,” “Pending for Approval,” “Pending for Review,” etc.

This type of report is useful for tracking the implementation and review of case strategies, ensuring that each case has a clear approach and that these strategies are applied, evaluated, and authorized as needed. It helps to ensure consistency and quality in case management.

Download Report

A green button on the right side of this page provides for exporting the data displayed in case strategy, e.g., case number, branch, attorney, created date, case stage, status in pdf or excel format.

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