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.
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 reportIntake Pipeline
Submitted intake requests with status, submitter, client, and matter context.
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Basic report builder
Pick a dataset, choose fields, add light filters, then run or export the result.