Skip to main contentPlaintiffDesk
Jane

Reports

Jane keeps Report creation, Report editing, Data summaries, Firm analytics connected to authorized case context and supporting sources for attorney review.

What Reports covers.

Jane keeps Report creation, Report editing, Data summaries, Firm analytics connected to authorized case context and supporting sources for attorney review.

Report creation

Describe the report you need and let Jane stage the matching PlaintiffDesk report for confirmation.

Report creation lets a user describe the information they need in ordinary language. Jane translates that request into proposed fields, criteria, sorting, and a report name, then presents the configuration before it is saved.

View the full feature

Report editing

Refine fields, criteria, grouping, and presentation in an existing report.

Report editing helps refine a saved report without obscuring the underlying criteria. Users can request a change, inspect the proposed adjustment, and keep control over the report that other people may depend on.

View the full feature

Data summaries

Turn report and spreadsheet results into a clear explanation of the important numbers.

Data summaries explain the useful patterns in a report or spreadsheet without replacing the underlying rows. Jane can identify totals, changes, concentrations, and exceptions while the user retains the source data for checking.

View the full feature

Firm analytics

Ask questions about authorized firmwide metrics and structured operational snapshots.

Firm analytics is designed for questions about operational information an authorized user is permitted to see. It supports workload, trend, and performance review; users should inspect any separately proposed save or record action before confirming it.

View the full feature

Bring this workflow into one system.

Jane keeps Report creation, Report editing, Data summaries, Firm analytics connected to authorized case context and supporting sources for attorney review.

Request a demo