The Monday-morning report
Approaching Statutes tracks not just the date but whether a human has verified it — approaching, needs confirmation, confirmed. That's the difference between a report and a safeguard.
Business Intelligence
Reports that tell you what the numbers mean.
Where is the book stuck? What's blocking the next demand? What could end the firm? Operational reports with saved presets and CSV export — built on the same record the work runs on, so the answer is never a re-key away.
Approaching Statutes
Next 90 days · all teams
Monday preset
Export CSV
Matters approaching SOL7
Needs SOL confirmation3
SOL confirmed14
| Matter | Assignee | Statute date | Status | Days left |
|---|---|---|---|---|
| Bennett, Cole - DOL 09/17/24 | R. Vance | 09/17/26 | needs confirmation | 29 |
| Okafor, Amara - DOL 11/02/24 | J. Torres | 11/02/26 | confirmed | 74 |
| Reyes, Marisol - DOL 11/21/24 | D. Whitfield | 11/21/26 | confirmed | 93 |
| Nakamura, Kenji - DOL 12/08/24 | R. Vance | 12/08/26 | needs confirmation | 110 |
Approaching Statutes
Demands
Settlements
Record Requests
Matter Activity
Matters Per Status
User Productivity
Seven reports. Seven questions answered.
Are we demanding? What's the money doing? What's blocking us? Where is the book? Who's doing what?
Save the filter
Every report takes presets — team, assignee, status, type, date range. Build the view once, run it every week, and export anything to CSV.
Follow the money
Demands sent and outstanding, offers against demands, checks in, fees with their percentages — the whole pipeline from demand to disbursement, by team or by person.
The Book
Where is the book — and where is it stuck?
Matters per status, by category. Activity and hours by matter and by person. Productivity by team. The questions a managing partner asks on the first of the month, answered from the record — not from memory.
Matters per status
Counts by stage within category — the shape of the firm at a glance.
Matter activity
Where effort is going: entries, sessions, and actions completed.
User productivity
Created, updated, viewed — per user and per team, over time.
Matters per status
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Run the Numbers Every Monday.
Saved presets, CSV export, and a statute report that doubles as a safeguard. Join the waitlist for early access.
No credit card. No seats. The platform is free to run.