Revenue, AR, financial statements, and firm Gravis reports.
For practice, marketing, and operations reports, see Insights → Reports.
Personal productivity and matter activity — available to all staff.
Team performance, pipeline, and firm operations for managers and practice leads.
Time
Billable, admin, invoiced, and collected hours.
Rates
Target, default, worked, invoiced, and effective rates.
Accounts Receivable
Matters with AR, total balance, and old AR activity.
Writedowns
Write-down hours, revenue, and detail.
Matters
Open, stale, closed matters and matter list.
Consults
Consultation funnel and conversion metrics.
Trust Balance
Client trust balances and minimum replenishment.
Time on Old AR
Time logged on matters carrying aged receivables.
Productivity
Billable, invoiced, and collected hours by attorney.
AR & Collections (Aging)
Outstanding receivables across current, 30, 60, 90, and 90+ buckets.
Firm financials, compensation, and strategic performance for owners and finance.
Trending
Weekly hours, matters, revenue, and trust/AR trends.
Summary
Firm KPI snapshot: revenue, time, rates, AR, matters, consults, trust.
Attorney Incentive Plan
Collections vs expectations and bonus by attorney.
Revenue
Unbilled, invoiced, collected revenue with YoY comparison.
Executive Overview
Firm-wide revenue, realization, AR, profitability, and pipeline at a glance.
Revenue (3-basis)
Unbilled, invoiced, and collected revenue with effective rate overlay.
Compensation & RSP
Revenue-sharing plan collection-target tiers and earned compensation.
Profitability
Collected revenue, salary, and true margin by staff member.