Document Reports

Track document collection progress within a matter using the Reports tab.

Accessing Document Reports

Open a matter
Click Reports in the matter sidebar

Missing Documents Report

Identifies which expected documents have not yet been received for a party.

How to Generate

Select a Party from the filters
Set the Start Date and End Date for the period to review
Set the Paystub Frequency (weekly, bi-weekly, monthly, etc.)
The report updates automatically

What It Shows

Document categories that are expected but not yet uploaded
Organized by document type (pay stubs, bank statements, tax returns, etc.)
Helps identify what still needs to be collected from the client

Use Cases

Follow up with clients about outstanding documents
Prepare a document request list
Track completeness before filing

Received Documents Report

Shows documents that have been received and matched for a party.

How to Generate

Select a Party from the filters
Set the Start Date and End Date
Select Received as the report type
The report updates automatically

What It Shows

Documents received, organized by category
Helps confirm what has been collected
Useful for verifying coverage before creating a financial affidavit

Tips for Effective Reporting

Use the correct date range - Match the period relevant to your case
Set the right paystub frequency - Affects the accuracy of missing document counts
Run reports for each party - Review both client and opposing party separately