Skip to main content
These recipes use the Filevine connection’s captured records. They illustrate a workflow that can be reused with other connections as their record types become available. Field names and availability depend on the source data. Screenshots show Presolve’s report table in a local example workspace. All names, records, and counts are fictional. Start in External data, choose the intended connection and Filevine mirror and coverage, then select Custom report. See the reporting workflow for access, capture states, and saving.

Matter inventory

Question: Which matters are in the captured population, who is the primary owner, and when were they last active?
  1. Select Get Project List as the record type and select Load fields.
  2. Select the columns below, using Value as the calculation.
  3. Set any intended date, phase, or archive filters explicitly. For an active-only inventory, filter Is Archived to No; otherwise retain archived matters.
  4. Run the report and inspect its capture status and total.
  5. Select Save to Reports. In the report editor, arrange the columns and save it as Matter inventory.
Place names and operational fields first and the source identifier last. Blank dates mean no usable value is available in this result; do not interpret them as zero or today’s date. For a full inventory, wait for a finished capture and check source errors and account scope. Saving a provisional preview does not turn an unfinished capture into a complete inventory.
Sample matter inventory with project and client names, phase, primary owner, dates, and a footer showing 25 of 84 rows.

Sample matter inventory: names and case details first, with 25 of 84 matching rows on the first page. Additional columns are available by scrolling horizontally.

Cases by phase

Question: How many distinct cases are in each recorded phase?
  1. Select Get Project List and load its fields.
  2. Clear the initially selected columns that you do not need.
  3. Select Phase Name, leave its calculation as Value, and enable Group by.
  4. Select Source case ID and set its calculation to Count distinct values.
  5. Apply the same archive and date scope you intend to compare with your inventory.
  6. Run the report, then save it as Cases by phase.
Each output row represents a phase. The count column measures distinct cases; the footer total measures phase groups. To reconcile this summary with an inventory, use the same capture and filters and inspect any blank phase values. A phase named Settled does not establish that a settlement amount, settlement date, or fee split is populated. Use mapped coverage reports to assess those fields.
Cases by phase example showing Treatment, Demand sent, Litigation, and Settled with 21 cases each and a footer showing four groups.

Four phase groups in the sample result. Each contains 21 distinct cases; the footer counts groups.

Recorded note activity

Question: What notes were recorded during a defined period, by whom, and on which cases?
  1. Select List project notes and load its fields.
  2. Select Created At, the available Author or Author name field, Subject, and Source case ID.
  3. Set a defined date window on Created At and sort by that source timestamp.
  4. Run the report and inspect author labels and representative notes.
  5. Save it as Recorded note activity, including the date window in the description or name.
Use a name field when available for name-based sorting or filtering. An identifier column can display a resolved name while still sorting, filtering, or grouping by the identifier underneath. Unresolved authors may remain IDs, and two people can share the same name. Captured on is when Presolve observed a record, not when the author wrote the note. Source case ID identifies the case, not the note: counting distinct case IDs measures cases with notes, not the number of notes. This report shows recorded activity. It does not measure hours worked, work quality, or employee efficiency. Source permissions, capture gaps, and work recorded in other systems can all affect the result.
Recorded note activity example with dates, fictional author names, subjects, and source case identifiers. Some author cells show an unresolved ID.

Sample note activity with resolved author names. The unresolved sample author remains an identifier.

Field coverage by office

Question: Which offices have the largest gaps in settlement, referral, treatment, or case-date fields?
  1. Have an administrator save the office and field mappings and generate an analysis for the intended capture.
  2. Select Field coverage by office in the Report selector.
  3. Compare Cases evaluated and Eligible cases alongside the recorded percentage.
  4. Review Missing, Conflicting, Invalid, Unavailable, and Unmapped counts before drawing conclusions.
  5. Use Case field coverage and View evidence to inspect representative cases. Save the case-level view with Save case coverage to Reports if you need a working list.
An office with fewer available records can have a high recorded percentage while substantial data remains unevaluated. Verify the office mapping and denominators before comparing offices. See coverage and recovery definitions.

Before sharing a result

Check the source connection, capture, filters, count unit, and completeness. Reopen the saved report to verify its columns and configuration. If you export it, inspect the downloaded file’s headings and row count before sharing it. The same checks apply when Ask Presolve helps you explore the data or explain a report.