Case Tracker

Import spreadsheet

Matches rows by the reference number column below — existing references get updated, new ones get added.

Drag an Excel/CSV file here, or click to choose a file

Settings

MRN ref / reference number column (match key)

Date instructed column

Costs agreed / settlement date column

A row counts as settled once the settlement date above is filled in — otherwise it's live. These two columns also drive the turnaround calculation.

Excel report field mapping

Used to build the 3-sheet export (Live Cases / Settled Cases / Monthly Summary).

Report title / client name

Claimant column

Sanctuary ref column

Costs claimed (£) column

Informal / Formal column

Costs settled (£) column

Total invoiced (£) column

Upload history

Cross-check against a reference list

Upload your source system's current list (e.g. today's live-case export) to see which references are missing from this tracker, or sitting under Settled by mistake. This is a comparison only — nothing is changed unless you click "Add missing cases" below.

Drag a file here, or click to choose a file

Case board

Mark case as settled