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QUESTION: Are there any reports we can provide to a lawyer looking for the following? The Client/Matter report is our standard response, but it does not provide opposing parties.
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client name
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opposing parties
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general description of representation
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approximate dates of involvement
I looked in Acumin, and I don't see anything like that in my personalized reports. Are you able to provide me with that report, or point me in the right direction to who might help with that?
RESPONSE: To generate a list of matters that includes parties represented and other parties, checkmark the “Landscape includes employees/employer, parties represented and other parties’ information” checkbox option found within the pre-select tab of the condensed client matter report (client matter list in 2.0). Complete the details tab as needed, however for a cleaner result select the matter and do not select the client. No need to select additional options on the additional tab.
The attached is an example of the report executed by the matter level lawyer role, with the matter as the only other option on the details tab.
