The Activity Report is a critical tool for monitoring engagement and billing status across all open matters. It provides a snapshot of recent activities to ensure that no matter goes unattended.
Report Details:
- Matter Name and Number: Identifies the specific matter.
- Lead Attorneys, Other Attorneys, Paralegals: Lists the legal professionals assigned to each matter.
- Days Since Last Billing: Indicates the number of days elapsed since the last billing activity. This metric is calculated from the date of the last billing record to the current date.
- Last Billing Date and Description: Provides the date and summary of the most recent billing entry.
- Days Since Last Event: Shows the number of days from the most recent or upcoming event to today. A positive number indicates days since a past event; a negative number counts down to a future event.
- Last Event Date and Description: Displays the date and details of the last or next scheduled event for the matter.
This report ensures all team members are aware of recent activities and billing, helping to manage workload and maintain continuous oversight of all cases.
Sample Activity Report
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