REPORTING
Client reporting
Source-linked drafts, client-specific definitions, human approval, and delivery readiness.
Due this week83 need approval
Approved14This month
Portfolio reports4Scheduled intent
Uncited claims0In approval queue
Governed report lifecycle
Load versioned definitions, source-linked sections, validation, approval, and delivery evidence.
Governed report recurrence
Create source-linked report drafts from an attorney-approved bounded schedule.
Report queue
These overview rows remain visual fixtures; the governed lifecycles above are durable and source-linked.
| Report | Owner | Due / event | Status |
|---|---|---|---|
| 90-day status — Rivera v. NorthstarClient template v4 · sources linked | Maya Chen | Due Aug 21 | Needs approval |
| Quarterly portfolio — Summit Claims23 open matters · synthetic metrics | Client team | Due Aug 30 | In progress |
| Closure report — Vasquez v. OrionSettlement and lien closure verified | Sara Kim | Completed Aug 18 | Approved |