Overview
This report is crucial for ensuring that your firm is proactively managing deadlines and avoiding missed statutory limitations.
Accessing the Report
Navigate to the Reports tab in your MyCase account.
Under the "Case & Contact Reports" category, select Statute of Limitations.
Filtering the Report
To refine your report and focus on specific cases or statuses, you can utilize the filtering options:
Filter by Cases
You can filter the report to include all cases in the system or only cases assigned to you.
Click on the Cases dropdown menu.
Select All Cases or MyCases.
Then, click Run report.
Filter by Satisfaction
The "Satisfaction" filter allows you to narrow down cases based on whether the statute of limitations has been satisfied or is expired (unsatisfied).
Click on the Satisfaction dropdown menu.
Select All, Satisfied, or Unsatisfied.
Click Run report.
Exporting the Report
Once you have applied your desired filters, you can export the report for further analysis or record-keeping.
After generating the report with your filters, click the Export button.
Choose your preferred export format:
CSV (Comma Separated Values): Ideal for importing into spreadsheet programs like Microsoft Excel or Google Sheets for advanced data manipulation and analysis.
PDF (Portable Document Format): Suitable for printing and static record-keeping, preserving the report's formatting.
The report will download to your computer.
By regularly running and reviewing your Statute of Limitations report, your firm can maintain compliance, mitigate risks, and effectively manage your case portfolio.