Docketwise

Use Reports in Docketwise to gain insights for your firm

Reports

Custom Reports

Build Contact Reports in Docketwise to gain insights for your firm

Contact Reports

Use Leads Reports in Docketwise to gain insights for your firm

Lead Reports

Matter Reports enables you to acquire insights into your company matters

Matter Reports

Use Invoice Reports in Docketwise to gain insights for your firm

Invoice Reports

Payment Reports enables you to acquire insights into your company payments in Docketwise.

Payment Reports

Use Task Reports in Docketwise to gain insights for your firm

Task Reports

With User Reports in Docketwise you can gain insights for your firm

User Reports

Keep track of your clients' maximum amount of time remaining in nonimmigrant status

VMAX Tracking

Alexandrea Melhem

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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