On Lawcus, the Matter Balance Summary Report comes in handy for users as it gives a financial snapshot of each matter within the selected period. It provides vital information such as an amount overview of outstanding receivables, work in progress, in addition to expenses and overheads in progress, all on a per-client or matter basis.
You can filter the report based on:
Responsible Attorneys | View only matters being handled by a desired attorney |
Select Client | Check out the balance summary for matters strictly belonging to the chosen client |
Group Results By | Organize the matter balance summaries on a per-client or attorney basis |
Matter Status | Include or exclude matters based on their current status - whether open or close |
Select Practice Area | Limit the balance summaries to matters in the designated practice area |
Date Range | Restrict the results to matters that fall within the period selected |
Contents:
Navigating to matter balance summary report interface
To navigate to matter balance summary report interface:
From anywhere on Lawcus, click Dashboard on the side-menu
Tap Reports
Navigate to Matter Balance Summary
Filtering matter balance summary data
To filter matter balance summary results s desired:
Tap the Filter button
Choose metric(s) to filter details that's featured in the report
Close the window once done filtering
Note: Clicking the X button removes previously-selected filters
Generating a matter balance summary report in PDF format
To generate a matter balance summary report in PDF format:
Click the Download PDF button
Tap Save File and then Ok
Open up the downloaded report with any desired software
Running a matter balance summary report in CSV format
To run a matter balance summary report in CSV format:
Click the Download CSV button
Tap Save File and then Ok
Open the report with any spreadsheet software
Note: Client Trust Balance is not displayed by default in this report. You have to check the checkbox to display it