This module provides the facility to list new Matters added over a given date range in either Grid or MS Reports format. They are available from the Main Menu > Client & Matter > Client > Matter Processing and Reporting > Print New Clients List.
There are two forms of this report; the first being a grid report, and the second being a print ready (hence the printer icon) Microsoft Reporting Services report. A blank field or an asterisk is used to indicate that the list should include new Matters over all Work Units. Client and Matter Referral details are also included in the output.
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