Billing Insights gives your firm a clear view of its billing and financial performance. It brings together information about billable work, invoices, payments, outstanding balances, and collections so you can understand where money stands across your billing lifecycle.
Whether you want to review your firm's current billing position, monitor accounts receivable, or compare revenue performance over time, Billing Insights helps you turn billing data into actionable insights.
Who Can Access Billing Insights
Billing Insights is available on Elite and Enterprise plans.
To access Billing Insights, users need the All Insights (Billing) permission, which is tied to the existing Reports permission.
By default, Admins and Owners have the Reports permission enabled. Other users must have the required permission granted to them by an administrator.
Accessing Billing Insights
You can access Billing Insights from:
Insights → Billing
The Billing Insights dashboard includes multiple cards and charts that provide different views of your firm's billing activity.
Firm Financial Summary
The Firm Financial Summary provides an overview of your firm's billing lifecycle, from work performed to money collected.
A. How to read the card
Each row is an activity type — Time, Expense, Flat Fee, Tax — plus a Total row at the bottom.
Each column represents a stage in your billing pipeline. Reading left to right roughly follows a dollar's journey from "work done" to "money collected":
Column | What it tells you |
Billable Work | Value of logged work that can be charged to a client |
Non-billable | Work your team logged that won't be charged |
Draft Bills | Invoices you've started but haven't finalized yet |
Pending Approval | Billable work that's ready to bill but hasn't been put on an invoice (your work in progress) |
Billed | Invoices that have been finalized and sent to clients |
Paid | Money actually collected, including partial payments |
Outstanding | The unpaid balance still owed on sent invoices |
Overdue | Outstanding money that's now past its due date |
Discount | Total reductions applied to invoices |
Note: Billed, Draft Bills, and Discount all reflect the final invoice amount — after any discounts have been applied.
B. Choosing your time period
At the top of the card, you can:
Switch the view (e.g., Monthly)
Use the ‹ › arrows to move between periods (the example shows Jul 2026)
Everything in the table updates to the period you've selected.
C. Why the same money can appear in different months
This is the most important thing to understand about the card. Each column is anchored to the date that makes sense for that stage — not a single shared date. So a single invoice can land in different months depending on which column you're looking at.
Column | Placed in the month based on |
Billable Work, Non-billable | Activity date — when the work was done |
Draft Bills, Billed, Outstanding, Discount, Pending Approval | Issue date — when the invoice was issued |
Overdue | Due date — when payment was due |
Paid | Payment date — when you got paid |
Example: Work logged in June, invoiced in July, and paid in August would appear under Billable Work in June, Billed in July, and Paid in August. This is intentional — it lets each column answer a time-specific question accurately.
D. Breaking down the data
The card isn't limited to firm-wide totals. Use Breakdown By to re-group the same financial columns by a dimension, so you can answer questions like "how does this look per client?" or "per timekeeper?"
Available breakdowns include: Matter, Client, Invoice, Timekeeper, Timekeeper Title, Practice Area, Matter Type (Pipeline), Matter Originating Timekeeper, and Matter Responsible Timekeeper.
The available breakdowns change depending on what kind of data a column holds. There are three groups:
Work columns (Billable Work, Non-billable, Uninvoiced) — the most detailed. You can drill all the way down to individual entries/activities and by timekeeper. There's no Invoice breakdown here, because nothing has been invoiced yet.
Invoice columns (Draft Bills, Billed, Discount) — you gain an Invoice breakdown, and can still split by timekeeper, but you can no longer drill to individual entries.
Payment & AR columns (Paid, Outstanding, Overdue) — these can't be broken down by timekeeper or entry. A payment or an outstanding balance is an invoice-level fact and doesn't belong to any single person, so those options aren't offered.
Tip: If you break Billed down by Timekeeper, don't expect the same option on Outstanding — money owed can't be attributed to one timekeeper the way billed work can.
Outstanding AR & Overdue AR Aging
These two Billing Insights charts both track money owed to your firm, but they answer different questions:
Outstanding AR by Issue Date — all unpaid invoice balances, aged from when the invoice was issued.
Overdue AR Aging by Due Date — only the balances that are past due, aged from when payment was due.
Use them together to see the full picture of your receivables and to focus your collections efforts where it matters most.
Chart 1: Outstanding AR by Issue Date
This is your total accounts receivable — every unpaid invoice balance — grouped by how long ago the invoice was issued.
It includes everything still unpaid, even invoices that aren't due yet.
The Current bucket holds the most recently issued balances; the older buckets hold balances that have been on the books longer.
Answers the question: "How much are we owed, and how old is that money?"
Chart 2: Overdue AR Aging by Due Date
This is the collections view — only invoice balances that are past their due date and not fully paid — grouped by how far past due they are.
It's a subset of your Outstanding AR: it only counts money that's actually late.
The further right a bar sits, the longer that balance has been overdue.
Answers the question: "How much of our money is late, and how badly?"
Key difference: Outstanding is aged from the issue date and includes not-yet-due invoices. Overdue is aged from the due date and only counts late balances. Overdue will always be equal to or smaller than Outstanding.
A. Reading the charts
By default, both charts group balances into aging buckets:
Current · 1–30 · 31–60 · 61–90 · 91–120 · 121–180 · 181–365 Days, plus a Total AR bar that sums the entire balance.
Each bar's height is the balance sitting in that age range.
B. Switching the view
A dropdown at the top lets you change how the data is plotted:
By Aging Buckets (default) — groups balances into the age ranges above.
By Date — plots the balances along an actual date timeline instead of buckets. The date used depends on the chart:
Outstanding AR plots by Issue Date
Overdue AR Aging plots by Due Date
This lets you view the same receivables either as an aging shape (how old is the money?) or as a trend over time.
C. Breaking down the data
Beyond the default view, you can re-group either chart by a dimension to find who or what is driving the balances. In every case, the bar value is the AR balance (or overdue balance) for that group.
Available breakdowns:
By Client — balance owed per client
By Matter — balance per matter
By Matter Originating — balance tied to the originating timekeeper
By Matter Responsible — balance tied to the responsible timekeeper
By Practice Area — balance per practice area
By Pipeline — balance per matter type / pipeline
By Invoice — the balance on each individual invoice
By Timekeeper — balance grouped by timekeeper
By Timekeeper Title — balance grouped by timekeeper title
Invoice Status Snapshot
The Invoice Status Snapshot gives you a real-time picture of every invoice in your firm — showing where each one sits between "work drafted" and "cash collected." Instead of running several reports, you get the whole state of your billing in a single view, as of the moment you open it.
The timestamp at the top (e.g. As of May 20, 2025 · 10:30 AM) tells you exactly how current the data is.
At the top, your invoices are split into three states — the three stages money moves through:
In pipeline — Value of invoices created but not yet sent to clients (e.g. $76,350 · 27 invoices). This is revenue you've prepared but haven't billed.
Awaiting payment — Value of invoices sent but still unpaid (e.g. $188,950 · 52 invoices). This is your outstanding receivables.
Collected in [period] — Value actually paid in the current period (e.g. $54,000 · 12 invoices), based on payment date.
Section 1: Pipeline — not yet sent
This section breaks the pipeline down by invoice status, ranked by age, so you can see what's holding up billing:
Approved — ready to send
Draft — still being prepared
Pending approval — waiting on a reviewer
Rejected — needs rework before it can move forward
Each row shows the total value, the number of invoices, and an age cue
For example, "oldest 14d" or "3 over 7d" — flagging invoices that have been sitting too long.
This turns the pipeline into an action list: approve what's ready, chase what's pending, fix what's rejected.
Section 2: Receivables — sent, awaiting payment
This section takes everything that's been sent but not paid and ages it by due date, so you can see how healthy your receivables are:
Not yet due — sent, but the due date hasn't passed
1–30 days past due
31–60 days past due
60+ days past due — the highest-risk money, highlighted so it stands out
Each bucket shows the total value and invoice count. The further right the balance sits, the more urgent the follow-up.
A. Drilling into the numbers
Every number in this chart is clickable. Click any figure — a headline total, a pipeline status, or an aging bucket — to see the individual invoices behind it.
You can view those invoices by:
Invoice Number
Client Name
Matter Name
Matter Number
Practice Group
This is what makes the snapshot actionable: a number on a dashboard becomes a specific list of invoices, clients, and matters you can act on immediately.
B. Why this is useful for your firm
One place for billing health — See pipeline, receivables, and collections without stitching together multiple reports.
Spot bottlenecks early — The pipeline section shows exactly what's stuck in Draft, Pending, or Rejected, and how long it's been there.
Prioritize collections — The aging buckets highlight the oldest, highest-risk receivables (especially 60+ days) so your team knows what to chase first.
Go from insight to action — Click any number to get the exact invoices, then follow up by client, matter, or practice group.
Hold teams accountable — Break figures down by Practice Group to see which areas of the firm are billing and collecting well — and which need attention.
Billable Worked, Billed & Collected (YoY)
This chart tracks your firm's three core revenue numbers over time and compares each one to the same period last year. It follows a dollar through the full billing pipeline — from work recorded, to invoiced, to collected — so you can see not just how much you're earning, but how well your firm converts work into cash.
A. The three measures
Each measure is anchored to the date that best represents its stage, which is why the same dollar can appear in different months across the three:
Measure | What it means | Date used for monthly grouping |
Billable Worked | Total value of billable activities recorded by the firm | Activity Date — when the work was done |
Billed | Total invoice amount sent to clients | Invoice / Issued Date — when the invoice was issued |
Collected | Total payments received from clients | Payment Date — when the money came in |
Each period's figure is simply the sum of that measure for the dates falling inside the period (e.g. Billed for a month = all invoices issued in that month).
B. Switching the time view
A dropdown lets you change the granularity of the trend:
Monthly — the trailing 12 months.
Quarterly — the trailing 6 quarters.
Annual — the last several fiscal years.
For the current, still-open period (this month, quarter, or year), the chart compares like-for-like — it measures the same portion of last year, so a partial year is compared against the same partial window a year ago (marked as YTD or partial period). This keeps the comparison fair.
C. Two ways to view: Amount vs. % Growth
A toggle switches between two modes:
Amount — Shows the actual dollar values. Solid bars are this year; dotted markers show the same period last year, so you can see the year-over-year gap at a glance.
% Growth (YoY) — Shows the percentage change versus the same period last year for each measure, making trends and declines easy to spot even when the dollar amounts differ in scale. A side panel also summarizes year-to-date growth for each measure.
Growth is calculated as: (This Year − Last Year) ÷ Last Year × 100.
D. Understanding the three lines together
The real value of this chart is the relationship between the three measures. The footer spells out the key conversion ratios:
Work-to-Bill Conversion = Billed ÷ Worked — How much of the work you recorded actually got invoiced.
Bill-to-Collect Conversion = Collected ÷ Billed — How much of what you billed you actually collected.
Overall Collection Rate = Collected ÷ Worked — How much of the work you did ultimately turned into cash.
A healthy firm keeps all three lines close together and rising. A widening gap between them points to a leak — work that isn't being billed, or bills that aren't being collected.
E. Drilling into the numbers
Click any bar or marker to open a Group by menu, then choose a dimension to see what's behind that number. The available breakdowns depend on the measure:
Billable Worked → Entry, Timekeeper, Matter, Client, Practice Area
Billed → Invoice, Client, Matter, Responsible, Originating, Practice Area
Collected → Payment, Client, Matter, Invoice, Responsible, Originating, Practice Area
Drill-downs are always filtered on that measure's own date basis (e.g. Billed by invoice date), and the header shows the exact period you're viewing.
Note on transaction-level views: Grouping by an individual transaction (Entry, Invoice, or Payment) shows current-year detail only — individual transactions have no prior-year counterpart. Switch to a dimension like Client or Matter to see the year-over-year comparison.
D. Why this is useful for your firm
See the whole revenue pipeline in one place — work, billing, and collections on a single timeline instead of three separate reports.
Spot problems early — a growing gap between Worked and Billed, or Billed and Collected, flags revenue leaking out of the pipeline.
Benchmark against last year — every period is compared like-for-like, so you know whether you're genuinely growing.
Find the source — drill into any number by client, matter, timekeeper, or practice area to see who or what is driving a trend.
Track collection efficiency — the conversion ratios turn three revenue lines into a clear measure of how well the firm gets paid.
Summary
Billing Insights gives your firm visibility across the entire billing lifecycle — from work performed and invoices created to payments collected and outstanding receivables.
Use the different insights together to understand your firm's financial position, identify billing bottlenecks, prioritize collections, and track how effectively your firm turns billable work into collected revenue.