Comprehensive
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