Session objective

Determine whether each Attorney Hub main page already showed how many clients were in Treatment for 30/60 days without an MRI performed. If not, build the report surface using Litify report ops/hygiene and source-command Salesforce design, exclude Sam/Sara/Jeremy, make it Automobile Accident specific, and set recurring attorney/case-manager delivery.

What was found

The requested main-page 30/60 no-MRI accident-aging metric was not fully present. Existing Attorney Hub pages existed for Abigail, Austin, Jimmy, Jon, Nick, Payton, Terry, and Trent. Some treating-tab code referenced 30+ no-MRI, but the main Overview pages did not expose the requested 30/60 view and there was no matching 60+ main-page/report/digest surface.

What was deployed

Live filter

Open litify_pm__Matter__c records where:

Deploy evidence