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    Count of Office Actions and RCE

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    • B
      BrandonK6644 last edited by

      This might be possible, but I haven't quite figured out a way to do it yet:

      I'd like to be able to run some analysis on the average number of office actions received in a matter before notice of allowance for a client's matters. As of now, I don't believe there is any way within Appcoll to count the number of office actions received in a matter other than manually.

      Additionally, it would be very helpful for billing purposes to have a running count of the number of RCEs filed in a case so that we can set up an automatic generation of a billing item for the correct RCE fee.

      gregg_appcoll 2 Replies Last reply Reply Quote 0
      • gregg_appcoll
        gregg_appcoll @BrandonK6644 last edited by

        @BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

        Apologies for the delay.

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        • B
          BrandonK6644 @gregg_appcoll last edited by

          @gregg_appcoll Any update on this?

          gregg_appcoll 1 Reply Last reply Reply Quote 0
          • gregg_appcoll
            gregg_appcoll @BrandonK6644 last edited by

            @BrandonK6644 Let me get back to you on this.

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            • B
              BrandonK6644 @gregg_appcoll last edited by

              @gregg_appcoll Thank you!

              I was able to use this to get the total number of office actions received for a client, but not an average per matter for that client. Is that possible using the Categories and Series tabs?

              gregg_appcoll 1 Reply Last reply Reply Quote 0
              • B
                BrandonK6644 @gregg_appcoll last edited by

                @gregg_appcoll said in Count of Office Actions and RCE:

                The second report is possible provided you have created a custom "File RCE" task type and close them as they are filed. Do you currently have this set up? Thanks.

                We do have this set up!

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                • gregg_appcoll
                  gregg_appcoll @BrandonK6644 last edited by

                  @BrandonK6644 The following query should work for your first question. Please let us know if you have questions.

                  f35585df-e0e0-4bc9-8ea5-39ae0b77ad6d-image.png

                  B 1 Reply Last reply Reply Quote 1
                  • gregg_appcoll
                    gregg_appcoll @BrandonK6644 last edited by

                    @BrandonK6644 The first report maybe possible, we're looking into this and will get back to you.

                    The second report is possible provided you have created a custom "File RCE" task type and close them as they are filed. Do you currently have this set up? Thanks.

                    B 1 Reply Last reply Reply Quote 0
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