In Docketwise, you can group and sort your firm members based on their branch location. Not only that but the firm branch can be used as a filter when running reports.
In order to unlock this feature, you must be a Docketwise Enterprise subscriber. If you would like to learn about the other features that you can unlock on a Docketwise Enterprise subscription, you can click here.
Setting Up and Assigning Branches
To get started, you will want to follow the steps below:
Running Reports by Branch(es)
Now that you have set up your branches and assigned your firm members to specific branches, you can now run reports and filter by branch for the following reports:
Matters Over Time
Matters by Type
Matters by Status
Matters by Preference Category
Tasks by Client
Tasks by Matter
Late Tasks by Client
Late Tasks by Matter
Late Tasks by User
Matters by User
Creating a Report
To create a new report, you will simply click the Create New button from your Docketwise Dashboard and select Report. From there, you will simply choose the type of report you would like to run while filtering your results accordingly.
We encourage you to click here if you are interested in learning more about Reports in Docketwise.