Reports

New, active, open, and closed matters for the period.

Matter counts grouped by category.

Firm-wide task workload by status.

Billable hours toward target by day, week, or month.

Definitions for all firm report measures.

AI-assisted lifetime value estimates with true loaded-cost margin.

Weighted average true margin from matter valuations by category.

Open alerts for underpriced matters, low margin, and forecast slippage.

Accrued, invoiced, and collected revenue over time.

Revenue grouped by matter category.

Outstanding balances by aging bucket.

Highest outstanding client balances.

Hours logged per attorney or staff member.

Invoiced revenue attributed to each originating attorney.

Number of originated matters per attorney.

Average client value by practice area.

Lead -> consult -> engagement -> retained.

Scheduled to signed conversion by attorney.

Compliance rate, exceptions, and time to close.

Cross-workflow cycle time, time to close, and firm-defined milestone transitions (e.g. consult to engagement, engagement to first milestone).

Time to close (start to finish) and phase-to-phase cycle time by practice area, with average lifetime client value and value by matter category. Filterable by practice area.

Billable, admin, invoiced, and collected hours.

Target, default, worked, invoiced, and effective rates.

Matters with AR, total balance, and old AR activity.

Write-down hours, revenue, and detail.

Open, stale, closed matters and matter list.

Consultation funnel and conversion metrics.

Client trust balances and minimum replenishment.

Time logged on matters carrying aged receivables.

Billable, invoiced, and collected hours by attorney.

Outstanding receivables across current, 30, 60, 90, and 90+ buckets.

Revenue attributed by credit allocation (origination, working, responsible).

Revenue, CAC, and ROI by marketing channel.

Client lifetime value by lead source.

Marketing return by practice area.

Income and expense summary from the general ledger.

Assets, liabilities, and equity from the general ledger.

Cash inflows and outflows over the year.

Weekly hours, matters, revenue, and trust/AR trends.

Firm KPI snapshot: revenue, time, rates, AR, matters, consults, trust.

Collections vs expectations and bonus by attorney.

Unbilled, invoiced, collected revenue with YoY comparison.

Firm-wide revenue, realization, AR, profitability, and pipeline at a glance.

Unbilled, invoiced, and collected revenue with effective rate overlay.

Revenue-sharing plan collection-target tiers and earned compensation.

Collected revenue, salary, and true margin by staff member.