Reports
Firm analytics, utilization, and financial reporting.
10 articles
The AR Aging ReportSee which clients owe you money and for how long. Outstanding invoices grouped by how overdue they are, so you can prioritize collections and protect cash flow.
The Billing Realization ReportRealization is how much of the value you create actually turns into billed revenue. Compare the standard value of work performed to what you actually billed, see your realization rate…
The Estimation Accuracy ReportCompare the time you estimated a task would take against the time it actually took. See whether your firm's estimates run high, low, or land close, so you can scope…
Marketing ReportsSee what your marketing campaigns cost, what they bring back, and which ones are actually worth the money. These four reports turn campaign spend and collections into a clear picture…
Productivity ReportsSee where your firm's time actually goes and how productive each person is. These reports turn the hours your team logs into a picture of billable vs administrative work, workload…
Reports OverviewWhere to find your firm's reports, how they are organized, and the filters, exports, and access rules they share. Start here, then dive into the category that answers your question.
Revenue & Billing ReportsSee the money your firm earns, bills, and collects. These reports show what each person produced, which invoices are outstanding, what you've earned but not yet billed, and how much…
Sales ReportsSee the health of your sales pipeline at a glance. Where leads pile up, where they fall away, the real paths they take from first call to signed retainer, and…
Three-Way ReconciliationThe gold standard of trust-account compliance. Prove that your bank statement, your firm trust ledger, and the sum of every client's balance all agree, and keep the document that shows…
Trust & Compliance ReportsThe trust accounting reports your bar requires. See each client's trust balance, the full ledger of every deposit and disbursement, and the three-way reconciliation that proves your account is in…