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Matter listing/cases via a fee earner

A
Written by Antoine Larsen
Updated over 2 months ago

There are various different reports that can be run for listing all the cases/matters:

  1. From the Main Menu go to the Advanced Report Execution.

  2. Select in the folder Client Matter.

  3. There are various reports in the folder for matter listing they all run with different information on.

  4. The Matter Listing by Fee Earner is the one that runs showing matters for a specific fee earner.

  5. Select the report and fill in the parameters if needed eg specific fee earner and also the Output type.

  6. Select ACCEPT.

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