HOW PORTFOLIO OVERSIGHT WORKS TODAY
HOW IT WORKS
What Arrives in Each Delivery
The three reports serve different purposes but arrive together, so your team gets a complete operational picture in one delivery rather than assembling it from separate systems.
ACTIVITY REPORTS
What the Report Contains
Case name, case number, and court for every entry
Filed date and time
Docket entry number
Filing description and filing party
Direct links to the filed documents
COST VISIBILITY
Why This Matters
Firms managing large litigation portfolios need to track PACER costs at the matter level for client billing, internal cost allocation, and budget forecasting. The Court Fee Report eliminates the manual reconciliation that typically accompanies PACER billing — the costs are already broken out by case.
CONFIGURATION
Key Capabilities
Configurable delivery schedule (daily, weekly, or specific days)
Matter-level distribution lists with per-recipient scoping
Reports delivered by email — no portal login required
Distribution list updates take effect immediately
WHAT COURT MONITORING INCLUDES
Capability
Case Activity Report
Full docket log with filing links per reporting period
Court Fee Report
Itemized PACER charges by case, court, and date
Error Report
Retrieval failures identified by case and court
Delivery schedule
Configurable: daily, weekly, or specific days
Distribution lists
Per-matter, per-recipient, immediately updateable
Email delivery
Reports arrive in the inbox — no login required
Portfolio scale
From a single matter to hundreds of cases
Report format
Structured, exportable, ready for audit or internal review
GET STARTED
