InReport.ai

A Maestro Strategic Partners product

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A Maestro Strategic Partners product

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A Maestro Strategic Partners product

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InReport.ai

A Maestro Strategic Partners product

Case Reports

Firm: —

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Create a firm in the Admin panel below, then add users and upload data.

⚙ Administration

Firms

Users

📧 365 Mailbox Auto-Ingest

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🔒 Login Security (Email OTP)

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📊 Dashboard

Dashboard Lists

Open Cases by Phase

Business Intelligence

Firm Workspace

📤

Drop case spreadsheets here or click to browse

Accepts .csv, .xlsx, .xlsm — uploads, merges & ingests automatically

Report

📄 Generated Reports

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📝 Custom Reports

No saved reports yet.

📊 Activity Log

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Report Designer

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Proposed report

Save report

Title Schedule Cron expression Minute Hour DayOfMonth Month DayOfWeek (5-field standard cron) Applies to

Change this list

Refine query Natural language — re-filters this list's cases. Examples: “only the last 7 days”, “attorney is Smith”, “due today”.

Schedule the 5-issues email

Frequency Day of week Time Time zone Sent to your sign-in email address, reviewing this firm's dashboard panels.

Statute of Limitations settings

SOL period (years after date of incident) The SOL date on every case = incident date + this many years. Fractions allowed (e.g. 2.5).

Phases hidden from the SOL panel

Check phases where the SOL clock no longer matters (in suit, settled, disbursed…). Hidden from this panel only — SOL dates stay on every case for custom sections.

Ingest settings

Data source Filename wildcard Matches .csv/.xls/.xlsx attachments in the fixed Inbound\_Reports folder and routes them to this firm. Use * as a wildcard. Enable mailbox auto-ingest for this firm

Dashboard rules

A case appears on this firm's dashboard (Lists, Case List, BI, and Ask) only if it matches all rules below. Per-firm directives, not app-wide. Example: Phase · is not · Migration.

Dashboard sections

Saved sections show as tiles on this firm's dashboard for every user at the firm. Paste or upload a client's request and AI turns it into a section (columns, filter, sort).

Current sections

Edit section

Name

Filters (all must match; none = all cases)

Columns (up to 5; ID, Client, Type, Idle always shown)

Sort

Create or update from a client request

New section Update existing:

Optional: .txt, .eml, .docx, PDF (paste also works).

Proposed section

Name

✨ AI Insights

Perspective:

⚠ AI-generated from aggregate counts — verify against the lists before acting.

Add dashboard section

Section name

Columns

1 · Project ID 🔗 2 · Client

Pick up to 4 more columns (0/4 selected):

Change your password

Current password New password Confirm new password

Reset password

New temp password Set a temporary password for this user. They can change it later via “Change password.”