Reporting

Reports

Run built-in operational reports or make a simple ad hoc report from the records already in CMIForge.

Built-in reports

Ready-made reports for the workflows firms ask about first.

Submitted intake requests with status, submitter, client, and matter context.

Run report

Open workflow tasks, assignment, and age in days.

Run report

Conflict searches with decision, matter context, reviewer, and result count.

Run report

Operational matter list by client, status, practice area, responsible user, parties, and contacts.

Run report

Time entries by user, client, matter, hours, billable flag, and narrative.

Run report

Pick a dataset, choose fields, add light filters, then run or export the result.

Dataset

Form submissions and conversion context.

Reset

Submission #

Form

Status

Submitted by

Submitted at

Client

Matter

Blank filters are ignored. Results are capped at 500 visible rows to keep the page snappy.