Intake Pipeline
Submitted intake requests with status, submitter, client, and matter context.
Run reportReporting
Reports
Run built-in operational reports or make a simple ad hoc report from the records already in CMIForge.
Saved views
Reusable report definitions stay shared in one place. Saving again creates a new view instead of copying one behind the scenes.
Build a report below, then save it here.
Firm data limit
500 rows
Change in Settings
Built-in reports
Ready-made reports for the workflows firms ask about first.
Conflicts Review
Conflict searches with decision, matter context, reviewer, and result count.
Run reportMatter Roster
Operational matter list by client, status, practice area, responsible user, parties, and contacts.
Run reportTime Detail
Time entries by user, client, matter, codes, hours, billable flag, and narrative.
Run reportBasic report builder
Pick a dataset, choose fields, add light filters, then run or export the result.