Matters Opened Report

Aug 10, 2025
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How To

Locations: LEAP Menu > Reports > Matters & Clients > Matters Opened

Purpose: Provides a list of matters created within a specified period, allowing users to apply filters based on Reporting Group, Matter Status, Matter Type, and different Staff types. It also offers various criteria (including Client) for grouping and organizing the results.

This report provides an overview of newly created matters, offering insights into your firm's practice trends over a specified period. It includes practice areas (filtered or grouped by Matter Type) and client base (grouped by Client). These insights support decision-making on resource allocation and help monitor the statuses of new matters.

Report Trigger: Lists matters with the Engagement date falling within the specified date range. Engagement date is set in a matter’s Calendar & Task tab.

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This report bears similarities to the Matter List Report regarding its filtering and grouping criteria. If you need a matter list report to display the Other Side and State related to matters, you can use the Matter List Report. In contrast, this report lists 'Fee Estimate' of a matter and offers the option to display Client Address, setting it apart from the Matter List Report.

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Please note that the specified date range cannot be greater than three years. If you require a report covering a longer period, you can generate multiple reports to obtain a comprehensive record.

Report Filters:

Date Range	Displays all matters opened within the selected date range (less than three years). NOTE: The opening date of a matter is based on the 'Engagement Date' set in the matter’s Calendar & Task tab.
Matter	Includes the following filters for refining matters: Reporting Group: Filters results to only include matters that are assigned to the selected Reporting Group(s). Matter Status: Filters results to only include matters that fall under any of the selected Matter Status(es). Matter Type: Filters results to only include matters that fall under any of the selected Matter Type(s).
Staff	Includes the following fives filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity. Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting', 'Staff Assisting' and 'Originating Attorney'. NOTE: A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members). The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting. Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default. Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default. Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default. Originating Attorney: Filters results to include only matters where the selected staff member(s) are assigned as the Originating Attorney. All staff members are included by default.
Display	Includes the following three display options: 1. Inc Client Address Yes: Includes 'Client Address' as a displayed field, showing the address of the client on the Matter. No: Excludes 'Client Address' as a displayed field. 2. Group By: Offers the following grouping options: None: No grouping is applied. Client Matter Status Matter Type Originating Attorney Reporting Group Staff Acting Staff Assisting Staff Responsible 3. Expand Row Groups: Only active when the 'Group By' option is not 'None'. No: When set to 'No', the grouped rows remain collapsed, showing only the group headers. Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group.

Last Modified Date

8/10/2025 7:42 PM

Title

Matters Opened Report

URL Name

Matters-Opened-Report-US

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