Report Generation

Copy, paste, reformat, repeat. Or just click once.

The LMS replaces hours of manual data compilation with auto-generated reports built from live case data. Case entry sheets, weekly litigation reports, state office reports — all created instantly, always up to date.

The Problem

We were spending hours compiling what the system already knows

Every week, paralegals and staff pulled data from trackers, calendars, emails, and Word documents — only to manually re-enter it into reports. The information already existed. It just wasn't connected.

Before — the weekly ritual

various-spreadsheets-and-inboxes.xlsx

Your Monday morning

Compiling the Weekly Litigation Report

Docket_Sheet_Master_v14_FINAL2.xlsx

Copy new entries from PACER, update status columns, fix broken formulas...

~45 min

Inbox — 23 unread from attorneys

"Can you add the ruling from Friday?" "I forgot to log the hearing..."

~30 min

Potential_Case_Timeline.docx

Cross-reference investigation memos, board vote dates, add new entries...

~20 min

Outlook Calendar + Teams threads

Check for hearings, deadlines, and trial dates people mentioned in passing...

~25 min

State_Office_Reports_Q1.xlsx

Filter by state office, reformat columns, paste into email template...

~35 min
Total time spent~2.5 hours / week

Now — one click

lms.ij.org/reports

Reports

Auto-generated from live case data

5 reports available

Weekly Litigation Report

Weekly

This week's filings, rulings, hearings, and upcoming deadlines across all active cases.

Case Entry Sheet

On demand

Complete case history — auto-generated from logged entries with PACER data merged.

Potential Case Timeline

On demand

Investigation pipeline with board vote dates, assigned staff, and current status for all potential cases.

State Office Report

Monthly

Cases filtered by state office with status, assigned attorneys, and recent activity summaries.

Upcoming Deadlines

Weekly

All brief assignments, hearing dates, and trial dates due in the next 30 days.

Generated from live data0 hours / week
What's Replaced

Every report, built from data we already track

These are the reports people used to spend hours building by hand. Now they're generated automatically from live LMS data.

Case Entry Sheet
Before:

Manually copied from PACER and internal notes into a master spreadsheet

Now:

Auto-generated from logged entries with PACER data merged automatically

Potential Case Timeline
Before:

Cross-referenced investigation memos, board dates, and email threads in a Word doc

Now:

Live pipeline view of all investigations with status, dates, and assigned staff

Weekly Litigation Report
Before:

Compiled from attorney emails, calendar entries, and PACER checks every Monday morning

Now:

One-click report of the week's filings, rulings, hearings, and upcoming deadlines

State Office Reports
Before:

Filtered and reformatted from the master spreadsheet, then pasted into an email

Now:

Filtered by state office with status, lead attorney, and recent activity — instantly

Upcoming Deadlines
Before:

Checked Outlook calendars, asked attorneys, and hoped nothing was missed

Now:

All brief due dates, hearings, and trials surfaced automatically for the next 30 days

Weekly Litigation Report

The week's activity, summarized in seconds

Every Monday morning used to start with a frantic compilation of the week's case events from emails, calendars, and PACER. Now it's a single auto-generated report — every ruling, hearing, filing, and staffing change across all active cases, ready to review.

Activity Summary

See counts of rulings, hearings, filings, and deadlines at a glance across the entire portfolio.

Key Events

Every significant event from the week, organized by type with case attribution and details.

Coming Next Week

A forward-looking preview of upcoming deadlines, hearings, and events so the team can plan ahead.

lms.ij.org/reports/weekly-litigation

Weekly Litigation Report

Feb 3 – Feb 7, 2026

Auto-generated · 14 events across 9 cases

3

Rulings

4

Hearings

5

Filings

2

Deadlines

Key Events This Week

Ruling
Henderson v. Arlington PD

Motion to dismiss partially granted — Counts I & II proceed

Hearing
Johnson v. City Dev. Auth.

Status conference held Feb 5 before Judge Williams

Filing
Martinez v. State Board

Opposition brief filed by S. Mitchell

Motion
Chen v. Zoning Comm.

Summary judgment motion filed by defendant

Staffing
Davis v. Licensing Board

R. Torres added as co-counsel

Coming Next Week

Feb 10 — Status conference, Johnson v. City Dev. Auth.

Feb 12 — Opposition brief due, Chen v. Zoning Comm.

Feb 14 — Board vote on Patterson investigation

Case Entry Sheet

A complete case record — always current

The case entry sheet used to be a manually maintained spreadsheet that someone had to update after every PACER check and attorney email. Now it builds itself from logged case entries and imported PACER data.

Full History

Every entry from case filing through today, automatically compiled from LMS case entries.

PACER Data Merged

Federal case entries imported from PACER are automatically included — no double-entry.

Export Ready

Export to PDF or spreadsheet for sharing with external counsel, clients, or court filings.

lms.ij.org/reports/case-entry-sheet/johnson-v-city

Case Entry Sheet

Auto-generated

Johnson v. City Development Authority · Case No. 4:25-cv-00312

Status:
Filed
Pillar:Property Rights
Court:E.D. Virginia
Judge:Hon. Williams
Filed:Oct 12, 2025
Lead:S. Mitchell

Entry History

DateTypeDescription
Jan 28
Ruling
Motion to dismiss denied — case proceeds to discovery
Jan 15
Hearing
Status conference — discovery deadline set for Apr 15
Jan 8
Brief
Opposition brief assigned to R. Torres (due Feb 1)
Dec 18
Staffing
J. Park added — discovery document review
Nov 5
Board
Board of Directors unanimously approved filing
Oct 12
Filed
Complaint filed in E.D. Virginia

6 entries · Includes PACER-imported data · Last updated 2 min ago

State Office Reports

Filtered by office, ready to share

State office directors need to see their cases — not the whole portfolio. State office reports filter cases by office, show lead attorneys, recent activity, and monthly highlights without any manual compilation.

Office-Level Filtering

Each report scopes to a specific state office — only the cases that matter to that team.

Status & Activity

Active, investigating, and closed case counts with recent highlights and attorney assignments.

Share-Ready

Clean formatting suitable for email distribution, board presentations, or office meetings.

lms.ij.org/reports/state-office/texas

State Office Report

January 2026

Texas Office · 6 active cases · 2 investigations

6

Active

2

Investigating

1

Closed (YTD)

CaseStatusLeadLast Activity
Henderson v. Arlington PD
Filed
S. MitchellJan 22
Davis v. Licensing Bd.
Filed
R. TorresJan 18
Parker v. City of Austin
Appeal
M. ChenJan 15
Williams v. HOA
Filed
S. MitchellJan 10
Lopez v. State Bd.
Investigation
J. AdamsJan 8
Nguyen v. County
Filed
R. TorresJan 5

Monthly Highlights

Motion to dismiss partially granted in Henderson v. Arlington PD

Parker v. City of Austin appeal briefing complete

New investigation opened: Lopez v. State Board

And More

A growing library of auto-generated reports

These reports are just the beginning. As more data flows into the LMS, more reports become possible — all without manual effort.

Potential Case Timeline

Pipeline of investigations and potential cases with board vote dates, assigned staff, and progression through stages.

Upcoming Deadlines

All brief assignments, hearing dates, trial dates, and other deadlines due in the next 30 days across all cases.

Case Portfolio Summary

High-level view of the entire case portfolio — counts by status, pillar, and jurisdiction with trend data.

Recent Activity Feed

Consolidated feed of all case activity across the organization — filterable by date, type, and case.

Custom Exports

Export any filtered view of cases or case entries to CSV or PDF for ad-hoc reporting needs.

How It Works

Data goes in once. Reports come out forever.

The LMS generates reports from the same data the team enters during their normal workflow. No extra steps, no duplication.

1

Team logs case events

Attorneys log rulings, paralegals enter hearings, case managers update status — all through the normal workflow.

2

PACER data imports automatically

Federal docket entries flow in from PACER without anyone touching the system.

3

Reports generate on demand

Click any report and it builds itself from live data — always current, always accurate, always formatted.

Ready to reclaim hours of report compilation?

See how the LMS turns manual data entry into one-click reports built from live case data.