Your case-management system already emails the reports. InReport.ai turns them into a live operations dashboard — every case, every phase, every stalled file flagged at 30 and 60 days idle — with AI briefings your managers can act on. No uploads. No spreadsheets. No IT project.
30 min · Your firm’s own reports · Real dashboard, real data
Every firm gets its own private, access-controlled dashboard. Your cases, your rules, your people — nothing is shared between firms.
Your case-management system (Filevine and similar) already emails a scheduled case report. InReport picks up the newest report and refreshes your dashboard on its own. No one at the firm uploads anything.
Standard operational lists render instantly — by phase, by attorney, by project type — with stalled cases flagged at 30 and 60 days idle. Filter by type, phase, attorney, or paralegal, and add custom sections in plain English.
A built-in BI view charts the caseload, and an AI executive briefing summarizes it factually — then answers follow-up questions. Ask your cases a question in plain English and get the list back.
Days-idle tracked on every case, amber at 30 days and red at 60. The “No Activity 30+ Days” list is front and center — the files most likely to become problems surface themselves.
KPI cards, phase and attorney breakdowns, project-type mix, and idle-age charts — built in, filter-aware, and live the moment your report lands. No analyst, no license, no export.
A factual executive briefing of your caseload — no speculation, no alarmism — with follow-up chat. Computed from aggregate counts only; client names never leave the server.
Paste a request — “show me litigation cases with no activity, by paralegal” — and AI builds the dashboard section: columns, filters, and sort. Review it, save it, and it renders for the whole firm.
Per-firm rules decide what counts as an active case, and every list, chart, and AI answer honors them. Each firm also gets its own clean URL for daily use.
Two-factor sign-in with emailed one-time codes on every login. Firm data is isolated and enforced server-side — your users see your firm’s cases and nothing else.
This is the list your operations manager opens first: every case with no recorded activity in 30+ days, sorted longest-idle first. In a caseload of hundreds, the handful that need attention today are already at the top.
| ID | Client | Type | Phase | Idle |
|---|---|---|---|---|
| 2481067 | D. R――― | Auto Accident | Treatment | 94d |
| 2479355 | M. S――― | Premises | Demand | 71d |
| 2483920 | J. T――― | Auto Accident | Litigation | 48d |
| 2485114 | A. G――― | Work Comp | Intake | 33d |
| 2486003 | L. B――― | Auto Accident | Treatment | 12d |
No. Every firm’s dashboard is isolated and access-controlled server-side. Your users see your firm’s cases and nothing else.
Automatically. Your case-management system (Filevine and similar) emails its scheduled report export; InReport picks up the newest report and refreshes your dashboard — no one at the firm uploads anything. Manual spreadsheet upload is also available.
No. InReport is a secure web application. Your team signs in from a browser; there is nothing to install and no change to your case-management system.
AI briefings are computed from aggregate counts — how many cases, in which phases, idle how long. Client names and case details are not sent to the AI.
Every login requires a one-time code emailed to the user — two-factor authentication is on for every account, and all traffic is encrypted in transit.
Book a 30-minute demo — we’ll stand up a live dashboard from your firm’s own case report.
Book a 30-Minute DemoInReport.ai is a Maestro Strategic Partners product. Explore everything we build for plaintiff law firms — operations, intake, and growth — at evolvelaw.ai.
