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MAESTRO STRATEGIC PARTNERS Advisors & Consultants to Plaintiffs' Firms

Case Report Generator

Firm: —

No client firms yet

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

No reports generated yet.

📝 Custom Reports

No saved reports yet.

📊 Activity Log

No activity yet.

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 Ginsberg”, “due today”.

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):

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Reset password

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