Case Manager

Treatment update compliance and pipeline signals tracked by case manager.

Generated 2026-09-01T20:53:27+00:00
Auto-refresh every 10 min
402
Treating matters
88%
Tx update compliance

By case manager

Current state (Tx update within last 14 days)
Case managerTreating mattersUpdated in windowCompliance %
Josh Hollan3535100%
Alex Blair333297%
Austin Johnson534992%
Jordan Hatfield454191%
Chymez Bradshaw665888%
Matthew Creech625284%
Christine Tingle544481%
Adam McDonald534381%
Nathaniel Hatfield100%
Time frameCurrent state (Tx update within last 14 days)
Sourcelitify_pm__Matter__c (mirrors SF 'Tx Update Compliance by Case Manager')
Fields usedStatus, Matter_Stage_Activity_Formula, Last_Treatment_Update__c, lit_Case_Manager
CaveatThreshold is 14 days per the SF report's CDF1 grouping. Treatment-stage matters only.