| Manager | Total Matters | Compliant | % Compliance | Progress |
|---|
| Matter ID | Matter Name | Type | Manager | Violation Type | Days | Detection Date |
|---|
| Manager β²βΌ | Matters β²βΌ | Avg Mgr Hold (BD) β²βΌ | Avg Owner Hold (BD) β²βΌ | Longest Hold (BD) β²βΌ | Open w/ Mgr β²βΌ | Open w/ Owner β²βΌ |
|---|
| Matter β²βΌ | Type β²βΌ | Manager β²βΌ | Current Ball β²βΌ | Since (BD) β²βΌ | Avg Mgr (BD) β²βΌ | Avg Owner (BD) β²βΌ | Transitions β²βΌ |
|---|
Round-robin groups for auto-assignment. Matters rotate among queue members.
Automatically assign managers to new matters based on conditions. First matching rule wins.
Automatically set due dates on new matters based on conditions. Due date = creation date + N business days.
Set once at creation. Only overrides an earlier inception due date. A later user-chosen date is preserved. First matching rule wins.