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Status Reports and Notes

When Are Status Reports Due?

Clients can specify that status reports are due monthly or quarterly. Clients also specify the day of the month that status reports are due. For example, clients can specify that status reports are due the fifth day before the end of each quarter.
To view a general timeline of when status reports are due, view the client's Calendar of Events. It is important to note, however, that the due dates shown in the Calendar of Events are default dates. Consequently, there may be situations where due dates are not shown (but are required) for a specific matter and the Calendar of Events shows that they are not due or vice versa.
You can view the specific due date for the next status report under
Status
 for the matter.
note
If a status report is due, your firm can upload invoices to the matter but the invoices will not be delivered to the client until the status report is submitted.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm