A chart is available that provides an overview of the matters that have an outstanding cost agreement. It can be used to monitor the return of these documents.
The chart only shows matters where the Cost Agreement Required flag is ticked on and the Cost Agreement Date Received is blank. The days outstanding are calculated from the Instruction Date of the matter to today’s date.
The chart groups the matters by the days outstanding and shows separate bars for greater than 30 days; 15 to 30 days; 8 to 14 days; 7 or less days.
When used on the Firm Dashboard the chart shows the matters for all staff for the firm, office, department of team, depending upon the scope selected.
The drilldown shows a list of the matters that are missing cost agreements either from the total or from one of the individual bars.
When used on the Fee Earner Dashboard the chart provides a handy overview of the users personal matters with cost agreements outstanding.
The RedView Team