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Client Tracker
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Clients
Intakes
Dashboard
Predictions
Approvals/Issues
Subrogation
Archives
Reconciliation
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Settings
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Litigation Hub
Manage Users
Pending Intakes
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Cross-firm overview
Settlement predictions & analytics
Projected settlements by quarter
SOL risk cases
Case manager performance
Approvals / Issues
Subrogation Cases
| Matter # | Client name | DOL | Type | Settlement | Specials | State | Case manager | Archived |
|---|
Add historical stats
Enter backdated case counts for a specific period. These will be included in archive totals.
Checks
| Check # | Client | Type | Kind | Payee | Amount | Insurance | Received | Disbursed | Status |
|---|
Import outbound checks from CSV
Upload your CPA's reconciliation CSV. E-checks have check numbers starting with VV.
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Drop CSV here or click to browse
Client check status
Record the client's portion of the settlement check.
Add check
Update log
Litigation Hub
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Add litigation case
Submit update
Submit CRM count
Enter the total number of active cases in your CRM system. This will be compared against the tracker to ensure all cases are entered.
Reconciliation history
| Date | Firm | CRM count | Tracker count | Discrepancy | Submitted by |
|---|
Export options
Columns
Import clients from CSV
Upload any CSV file and map columns to the right fields before importing.
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Drop CSV here or click to browse
Supports .csv files
Map columns
Preview
| Matter # | Client | DOL | Status | Case manager | Notes |
|---|
Importing...
Download template
Blank CSV with correct headers.
Firm intake settings
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Weekly intake confirmations
Team members
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