Dashboard
Portfolio snapshot across all open and tracked cases.
Cases by Status
Cases by Priority
By County
Active Cases
Central case database — click a case to view or edit full detail.
| Case # | Client | County / St | Type | Priority | Status | Est. Recovery | Fee % | Est. Fee | Client Net | Last Activity |
|---|
Client Directory
Client contact and identity reference.
| Case # | Name | Primary Phone | Address | Preferred Contact | Notes |
|---|
County Directory
County contact and policy reference.
| County | St | Office | Phone | Public List | Claim Deadline Rule | Notes |
|---|
Document Checklist
Track completion of all required client and county documents. Click a tile to cycle its status.
| Case # | Client | 101 / 201 / 202 / 203 / 204 / 205 / 206 / Claim / Agent / W-9 / ID / SS / Deed | Completion | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
County Contact Log
GHAR-303 — every county communication, logged.
| Date | Case # | County | Contact / Dept | Method | Reason | Status | Follow-Up |
|---|
Mailing & Delivery Log
GHAR-304 — certified mail, FedEx, UPS, USPS, and county delivery tracking.
| Date Sent | Case # | Recipient | Carrier | Tracking # | Contents | Status | Follow-Up |
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Missing Documents
GHAR-305 — outstanding documents, reminders, and verification.
| Case # | Client | Document Needed | Requested | Status | Reason Missing | Days Out |
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Follow-Up Calendar
GHAR-306 — internal tickler and deadline tracker.
| Follow-Up Date | Case # | Client | Task | Priority | Status | Next Follow-Up |
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Case Progress Log
GHAR-307 — chronological case activity history.
| Date | Case # | Client | Activity | Next Action | Status |
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Closing & Payment
GHAR-308 — recovery, fee, client net, and file closing audit trail.
| Case # | Client | Recovery | Actual Fee % | Fee Amount | Client Net | Payment Date | Archived |
|---|
Categories
Reference lists used for dropdowns throughout the ledger.
Instructions
GHAR Case Management Workbook Instructions — Version 1.0