Print consultation reports

Two printable reports give the firm a view of its consultations: the full list, and the neglected ones.

Before you start

• You need the Read-only level or higher on Consulting. Each report lists only the consultations you may see.

The list of consultations

1. Open Consulting/Reports/Consultations list.
2. Keep Print all Durations ticked for every date, or untick it and choose the period. Group by Date groups the lines by date.
3. Narrow it with Lawyers, Consulting States and Clients, or leave them empty for all.
4. Click Print PDF.

The neglected consultations

1. Open Consulting/Reports/Neglected List. The window Print Neglected Consultations opens.
2. Type the number of days: a consultation is neglected when nobody changed it for that long (30 by default).
3. Narrow it with Lawyers, Clients and Consulting States if needed, then click Print PDF. The oldest come first.

A neglected consultation may be a late one nobody gave a new deadline, a done one whose report was never sent, or a draft nobody decided on. Sorted from the oldest, the list gives the firm a clear starting point for its weekly review.

FAQ

Why is a consultation missing from the report?

The report applies the same access as the list: with User: Own Documents, you see the consultations of your own files only, and with Manager: All Documents every consultation of the firm.