In-Depth Contact Report

The In-Depth Report feature allows users to generate detailed reports on company and contact information. This feature aids lawyers, paralegals, and assistants by providing easy access to accurate contact information during meetings, facilitating task delegation, and enhancing client interactions at legal events.

Administrators: Manage Group Access to Download In-Depth Reports

To provide users with access to the complete In-Depth Report, Administrators must grant access to the relevant user groups in Firm Settings. Without these updates, users will have limited access to certain sections of the content. 

1. Go to Firm Settings.

2. Select Group Management.

3. Click the pencil icon next to the group name to open the Update Group window.

4. Select the checkbox for Contact In-Depth Report Download.

5. Click Save.

To view the in-depth contact report, the Administrator must also be part of the selected user group.

View or Print an In-Depth Contact Report

Administrators need to grant user groups access to the full In-Depth Report; otherwise, access will be limited.

1. Click on the Contacts tab.
2. Click on the person or company Contact for whom you want to access the In-Depth Contact Report. This feature is only available for My Contacts, Firm Contacts, and Shared Contacts.
3. Click on the In-Depth Report button. Your In-Depth Report will start to download.
   • You can initiate multiple downloads at once. While one report is downloading, navigate to another contact or company and start another download.
   • Be aware that download times may vary based on the size of the report. Larger reports may take longer, but most should complete within a minute.
   • We recommend using Print or Print to PDF. Please note that some issues have been observed with Microsoft Print to PDF when handling larger files, due to a known issue with Microsoft.

In-Depth Report Structure and Data 

In-Depth Reports have data caps to keep them concise, such as limiting Activities to 50 entries. If a section reaches its cap, you'll get a notification that not all data is shown. To view everything, you can log in to Client Insights.

The reports are divided into sections such as Opportunities, Recent Activities, and Marketing Lists, and they cover Firm, Shared, and Personal contacts.

Section	Details
Heading	Prepared for: [User's Name] Date: [Current Date]
Subheading	Contact’s Name: [Contact Name] Contact Details: - Email Addresses: [Email Address] - Phone Numbers: [Phone Number] - Job Title: [Job Title] - Associated Company: [Company Name] Contact Types: [Contact Types]
Address	My Contact Information: (only for My Contacts and Shared Contacts) - Email Address: [Email Address] - Phone Number: [Phone Number] - Address: [Address] Firm Contact Information: (only for firm, shared contacts) - Email Address: [Email Address] - Phone Number: [Phone Number] - Address: [Address]
Notes	My Notes: (only for my contacts and shared) - [Notes] Firm Notes: (only for firm, shared contacts) - [Notes]
Knows Relationships	Displays My Coworker Who Knows This Contact for Person Displays a Nested Grid from Who Knows Whom for Company
Recent Marketing Lists	Pulls from all marketing lists associated with a contact
Opportunities	Split between 2 sections - open and closed Opportunities
Activities	Split between 2 sections - future and past Activities