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Klink Law
Case Pipeline
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Klink Law, PLLC
PI Case Management
🔍
🔗 Connect Dropbox
⟳
📊 Activity Report
📋 Notes Report
💾 Save
+ New Case
Sort:
By SOL
A – Z
By Stage
Stage Duties ▾
✕
Review
Notes
(appended to meeting notes)
Next Step
Move to Negotiations
Ready to File
Ready to Distribute
Send back to queue:
New File
Initial Duties
Orders Queue
Drafting Queue
Instructions for Case Manager
Reason for Denial
*
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Save
Suspend Case
Reason for Suspension
*
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⏸ Suspend File
📡 Flag for Radar
Assign to
*
David
Case Manager
Both
Reason for Radar
*
📄
Documents
(optional)
+ Add Document
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📡 Flag for Radar
📡 Radar
+ Add Another Flag
✅ Resolve All Flags
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✅ Resolve Radar
How was this resolved?
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✅ Resolve
Missing Items
The following items are unchecked. Please provide a reason to advance anyway, or cancel and complete them first.
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📊 Activity Report
All pipeline updates — stage moves, notes, liens, negotiations, radar — in one printout.
From
To
Today
Yesterday
Last 7 days
Last 14 days
Last 30 days
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Generate Report
📋 Notes Report
Export all meeting notes entered within a date range.
From
To
Today
Yesterday
Last 7 days
Last 14 days
Last 30 days
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Generate Report
Add New Case
New case will be added to the selected stage.
Client Name
Date of Loss
SOL Date
Stage
New File
Initial Duties
Orders Queue
Drafting Queue
Review
Filed
Settlement
Suspended
Conservatorship
Initial Notes
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Add Case
⛓ Link Case
Select the primary case to link under:
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⬇ backup