Case Manager

Treatment update compliance and pipeline signals tracked by case manager.

Generated 2026-09-06T01:31:26+00:00
Auto-refresh every 10 min
399
Treating matters
82%
Tx update compliance

By case manager

Current state (Tx update within last 14 days)
Case managerTreating mattersUpdated in windowCompliance %
Jordan Hatfield454396%
Josh Hollan363494%
Austin Johnson535094%
Christine Tingle514588%
Alex Blair322888%
Adam McDonald554276%
Matthew Creech584374%
Chymez Bradshaw684465%
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.