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Mitratech Success Center


Create a detailed report.

Comprehensive printables include the following information:

  • Matter name and matter number
  • Status and priority
  • Important dates (from date fields on main matter screen)
  • Internal staff and team members
  • Document list
  • Legal, product, and department hierarchies
  • Assigned firms/vendors, including invoice data
  • Matter events (60-day outlook)
  • UDCs (user defined Fields)
  • Financial considerations (from the Financial Overview screen)
  • Matter checklist (general and type-specific)
  • Matter reserves
  • Linked matters


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