Configurable columns
Choose and reorder available case, contact, and configured fields for the question being asked.
Reporting
Build reusable case and firm reports from structured PlaintiffDesk information.
What it does
A practical part of the firm’s workflow.
Reporting turns configured case information into reusable record sets. Users can choose fields, build grouped criteria, preview results, save the report, and prepare common export formats while retaining the underlying cases as the source record.
Flexible criteria
Combine conditions and nested AND or OR groups to define the intended case population.
Saved and shareable work
Authorized users can save, rerun, export, and share reports with permitted colleagues.
Build a report
From a question to a reusable report.
Follow an illustrative case report as its columns are selected and reordered, archived matters are excluded, and the finished result is exported.
Step 1 of 5: Select report
How it works
What the team can expect.
Define the question
Choose the case type, fields, date range, filters, and level of detail the reviewer needs.
Preview and reconcile
Inspect matching rows, empty values, sorting, and edge cases against representative matters.
Save or deliver
Save the reusable definition and prepare an approved export or internal share when needed.
Need the same report next Monday?
Save the logic once and return to current results whenever you need them.