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Matter Assignments

The Matter Assignments link in the Reports section of the Left Navigation Bar displays the assignment date and lead data for all open or closed matter records.

Reports: Matter Assignments

Search for matters submitted between specific dates by using the search engine in the top right corner of the page.

Use the radio buttons to export the report in different ways. Select HTML to display the list on the web page, or select Excel to upload the report to your computer.

Matter Search Options

View the matter record detail page by clicking the papers icon oc icon to the far right of the assignment data.

Matter Assignment Data

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