Seven standard reports. Ask Casey on the rows.
Partners shouldn't export spreadsheets to learn who's overloaded or which clients need an extension. Reports run on live firm data — filter, group, export, or ask Casey the same question in plain language.
The problem
The answer is always “let me pull a report.”
The old way: Expirations live in a spreadsheet someone updates on Fridays.
With CaseBlink: The Expirations report lists I-94, visa, passport, EAD, and status dates by client, from live data.
The old way: Attorney load is a guess until someone builds a pivot table.
With CaseBlink: Cases by Attorney shows open and pending matters per team member, with status.
The old way: Visa Bulletin checks are manual every month.
With CaseBlink: Priority Dates compares client priority dates to this month's bulletin so you see who's current.
How CaseBlink solves it
Standard reports, no exports to maintain.
Seven firm reports
Expirations, Cases by Attorney, Cases by Category, Clients by Nationality, Priority Dates, Cases by Company, and Calendar.
Filter and group
Narrow rows by attorney, company, category, nationality, or date range — then group the grid the way you think about the practice.
CSV export
Export matches what's on screen — the same columns and filters — for board decks or outside analysis.
Ask Casey
Ask Casey on a report: it runs the same data and answers in plain language — who needs an extension first, who's overloaded, which companies are at risk.
From question to answer on live data.
Pick a report
Start from the list — each report has a plain-language description of what it shows.
Filter, then export
Set filters, scan the grid, and export CSV when you need to share it.
Or ask Casey
The same underlying data powers Ask Casey — no second spreadsheet.
Run a report on your firm's data.
On the call, we'll open Reports, filter a live grid, and ask Casey the question you'd ask a partner.
