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Overview

The Reports area in Templates contains reusable report templates. Generated reports are working outputs used in Client workflows. These are related, but not the same thing.

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When to use

Use Reports when you need to locate a reusable report template or review a generated report output for claim-preparation work.

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Prerequisites

  • The correct Client and matter
  • The relevant source records
  • Any organization-specific direction for the report

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Step-by-step

1

Choose the appropriate report

Select the report template or generated report that matches the work you are performing.
2

Generate the working draft

Use the records available in the Client record when the workflow offers that option.
3

Review the sources

Confirm material dates, events, and findings against the underlying record.
4

Apply professional judgment

Correct, refine, or remove anything unsupported before use.

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Best practices

  • Treat every generated report as a draft.
  • Review citations and surrounding source context.
  • Keep human approval in the final workflow.

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Common mistakes

Do not share, file, or rely on a generated report without independent review.
  • Generating a report before the relevant records are available
  • Leaving unsupported statements in the draft