Average Revenue by Originating Attorney: Gain insights into the average revenue generated by each Originating Attorney, aiding in performance evaluation and incentive structuring.

Average Revenue by Practice Area: Explore the average revenues generated per practice area, providing valuable information for strategic decisions and resource allocation.

Average Revenue by Responsible Attorney: Discover the average revenue generated by Responsible Attorneys, offering insights into individual performance and contribution to overall revenue.

Birthday Celebrating Contacts (Month): Identify contacts celebrating birthdays in the current month along with their contact details, enabling personalized engagement and strengthening client relationships.

Billable Expenses by Timekeeper: Track billable expenses by timekeeper for efficient expense management and accountability, ensuring accurate billing and client transparency.

Billable Hours by Activity Category: Gain insights into billable hours per activity category, facilitating better decision-making and resource allocation based on activity efficiency.

Billable Hours by Matter: Get insights into billable hours per matter, enabling effective financial tracking and management of matter-specific revenues and expenses.

Billable Hours by Timekeeper: Understand billable hours per timekeeper to manage incentives and commissions effectively, optimizing workforce productivity and performance.

Billed and Unbilled Time by Practice Area: Monitor the distribution of billable and non-billable hours by practice area for efficient financial analysis and resource allocation.

Cash Receipts Report: Access detailed records of cash transactions for precise financial tracking and informed decision-making, ensuring accurate financial reporting and analysis.

Clients by Practice Area: Categorize clients by practice area for targeted engagement and relationship management, tailoring services, and communication based on clients' legal needs.

Closed Matter Summary: Gain insights into completed matters, track key details for analysis and decision-making, facilitate the evaluation of practice efficiency, and identify patterns for future cases.

Contingency Fee Matters Summary: This summary provides an overview of contingency fee matters, including key details for effective management and the optimization of fee structures and profitability.

Discounts by Client: Summarize discounts applied against client invoices to plan for more strategic engagements in the future, optimizing client relations and financial outcomes.

Discounts by Matter: Summarize discounts applied against invoices of matters to keep track of financially weak matters, facilitating strategic decision-making and resource allocation.

Draft Invoice Summary Report: Access a concise summary of draft invoices for efficient follow-up and completion of pending actions, ensuring timely and accurate billing.

Expenses by Category: Track expenses by category to monitor spending patterns and optimize budgeting, ensuring efficient cost management and resource allocation.

Expenses by Client: Break down expenses by client for precise billing and analysis, enabling accurate client invoicing and financial reporting.

Expenses by Invoice Status: Track expenses by invoice status for efficient billing and financial management, ensuring timely invoicing and revenue realization.

Expenses by Matters: Monitor matter expenses for efficient cost management and strategic decision-making, optimizing budgeting and resource allocation based on matter-specific needs.

Expenses by Timekeeper: Track expenses by timekeeper for efficient expense management and accountability, ensuring accurate billing and client transparency.

Expenses Details: Access a detailed breakdown of expenses, including quantity, rate, and billing status, for thorough financial analysis and decision-making, ensuring transparency and accuracy in expense reporting.

Flat Fee Activity by Category: Track flat fee activity entries by category for efficient trend analysis and billing, optimizing pricing strategies and profitability in flat fee engagements.

Flat Fee Activity by Client: Track flat fee activity entries by client for efficient financial management and client invoicing, ensuring accurate billing and revenue realization.

Flat Fee Activity by Invoice Status: Gain insights into flat fee activities by invoice status for quick billing and better financial realization, optimizing cash flow and revenue management.

Flat Fee Activity by Matter: Track flat fee entries by matter for accurate management across matters, ensuring consistency and transparency in flat fee engagements.

Flat Fee Activity by Timekeeper: Track flat fee entries by timekeeper to gain insights at the individual timekeeper level, optimizing workforce productivity and performance in flat fee engagements.

Flat Fee Activity Summary: Access summary details of all flat fee entries in one place for custom analysis and decision-making, ensuring efficient management and financial tracking of flat fee engagements.

Flat Fee Matters Summary: This summary provides an overview of flat fee matters, including key details for effective management and financial tracking, ensuring profitability and client satisfaction in flat fee engagements.

Hired Leads Summary: Track all hired leads for trend analysis and focus on strong points to attract more clients, optimizing lead acquisition strategies and improving client conversion rates.

Hourly Billing Matters Summary: Gain an overview of hourly billing matters, including key details for effective management and financial tracking, ensuring accurate billing and revenue realization.

Invoice Summary Report: Access a concise summary of invoices for efficient financial management and decision-making, enabling timely follow-up and revenue realization.

Invoiced Timesheet Summary: Gain insights into invoiced timesheets for precise financial tracking and revenue realization, ensuring accuracy and transparency in billing processes.

Lead Summary Report: Track and manage leads with real-time insights to make informed decisions and convert them efficiently, optimizing lead acquisition and client engagement strategies.

Leads by Practice Area: Gain insights into leads by practice area for targeted engagement and refinement of lead-driven initiatives, optimizing marketing strategies and client acquisition efforts.

Leads by Source: Gain insights into leads by source to optimize lead acquisition strategies and resource allocation, ensuring efficient client acquisition and conversion.

Matter Summary by Client: Gain insights into matter distribution among clients to manage strategic relationships, optimize resource allocation, and enhance client-centric decision-making.

Matter Summary by Responsible Attorney: Access a detailed breakdown of matters by responsible attorneys, including associated revenue, facilitating performance evaluation, and workload management.

Matters by Practice Area: Organize matters by practice area for targeted and streamlined management, optimizing resource allocation and efficiency within specific legal domains.

Matters by Referral Partner: Gain insights into matters by referral partners to optimize collaboration and referral management, strengthen relationships, and enhance collaborative partnerships.

Matters by Status: Track the stages and key details of matters to make informed decisions and manage them efficiently. This will enhance client communication and streamline case progression.

Non-Billable Expenses by Timekeeper: Track non-billable expenses by timekeeper to efficiently avoid unnecessary expenses, optimizing budgeting and cost management processes.

Non-billable Hours by Activity Category: Gain insights into non-billable hours per activity category to enhance financial clarity and workflow management and identify areas for efficiency improvement.

Non-billable Hours by Timekeeper: Track non-billable hours per timekeeper to improve productivity and optimize workforce performance, ensuring efficient resource allocation.

Non-billable Hours per Matter: Gain insights into non-billable hours per matter for enhanced workflow management and productivity improvement, optimizing resource allocation and task prioritization.

Non-Billable Matters Summary: Obtain an overview of non-billable matters, including key details for effective management and analysis, identifying areas for process improvement and efficiency optimization.

Not Hired Leads Summary: View Not Hired leads and track key details for analysis and future planning, optimizing lead acquisition strategies and improving client conversion rates.

Open Leads Summary: View active leads and track key details to manage them strategically, optimize lead acquisition strategies, and ensure efficient client engagement.

Open Matter Summary: Gain insights into ongoing matters and track key details to make informed decisions, facilitating proactive case management and efficient matter progression.

Open Tasks by Attorney: Keep track of open tasks by an attorney for enhanced accountability and workflow management, ensuring timely completion of legal obligations and efficient task allocation.

Open Tasks by Matter: Track open tasks at the matter level for prioritization and productivity, ensuring efficient case management and progress tracking.

Overdue Credit Request Summary: Track overdue credit request summaries for streamlined financial oversight and decision-making, ensuring timely follow-up and resolution of credit requests.

Overdue Invoices by Clients: Track overdue client invoices for streamlined financial oversight and decision-making, ensuring timely invoicing and revenue realization.

Overdue Invoices by Matter: Track client invoices for streamlined financial oversight and decision-making, ensuring timely invoicing and revenue realization.

Overdue Task Summary: Track overdue tasks efficiently for prompt action and enhanced productivity, ensuring timely completion of legal obligations and efficient matter management.

Overdue Trust Requests: Track overdue trust requests for streamlined financial analysis and decision-making, ensuring timely follow-up and resolution of trust-related matters.

Partial Paid Invoice Summary Report: Access a concise summary of partially paid invoices for quick action to avoid financial inefficiencies, ensure timely follow-up, and realize revenue.

Payment Ledger by Client: Track financial transactions, invoicing, and account activities of clients for financial insights, ensuring accurate billing and cash flow management.

Payment Ledger by Date: Summarize daily transactions for financial insights and informed decision-making, ensuring accurate financial reporting and analysis.

Payment Ledger by Matter: Track financial transactions, invoicing, and account activities of matters for financial insights, ensuring accurate billing and revenue realization.

Revenue by Clients: Track client revenue through invoices for streamlined financial oversight and decision-making, ensuring accurate revenue tracking and client profitability analysis.

Revenue by Matters: Track matter revenue through invoices for streamlined financial oversight and decision-making, ensuring accurate revenue tracking and matter profitability analysis.

Revenue by Originating Attorney: Gain insight into revenues generated by the Originating Attorney for strategic financial decisions, ensuring fair revenue distribution and incentive structuring.

Revenue by Practice Area: Gain insight into revenues generated per practice area to make strategic decisions and mobilize resources, ensuring efficient revenue allocation and practice management.

Revenue by Referral Partner: This is an overview of revenues per referral partner for strategic engagement, ensuring fair revenue sharing, and strengthening referral relationships.

Revenue by Responsible Attorney: Gain insight into revenues generated by the Responsible Attorney to efficiently calculate incentives and ensure fair revenue distribution and performance evaluation.

Task Summary: Track tasks efficiently for prompt action and enhanced productivity, ensuring timely completion of legal obligations and efficient workflow management.

Tasks by Attorney: Track tasks by an attorney for efficient work allocation and improved productivity, ensuring accountability and streamlined task management.

Tasks by Client: Manage tasks by client, ensuring timely completion and accountability, optimizing client satisfaction and engagement.

Tasks by Matter: Efficiently track tasks by matter, ensuring project completion and progress, optimizing case management and workflow efficiency.

Timesheet Details: Access a detailed breakdown of time entries, activities, and billing status for thorough financial analysis and decision-making, ensuring accuracy and transparency in time tracking.

Timesheet Summary by Client: Obtain a comprehensive overview of time entries and billing by matter client, ensuring accurate client invoicing and revenue realization.

Timesheet Summary by Matter: Gain insights into time entries and billing summarized by matter name, ensuring accurate matter-based invoicing and revenue tracking.

Timesheet Summary by Timekeeper: Efficiently track time entries, activities, and billing status by timekeeper, ensuring accurate time tracking and workforce productivity analysis.

Top Client by Write-Off Volume: Track top clients by write-off volume to make future collection plans more efficient and careful about bad clients, optimizing revenue management and client engagement strategies.

Top Clients by Revenue: Track top clients by revenue to enhance engagement with the most important clients and ensure prioritized client management and revenue optimization.

Top Discounted Clients: This is a list of clients who received the highest volume of discounts. It is used to refine future engagements, optimize discount strategies, and improve client relations.

Top Discounted Matters: List the top discounted matters to check financial inefficiencies, ensure matter profitability, and optimize resource allocation.

Top Invoices by Value: Track top invoices by value to actively follow the collection and avoid financial inefficiencies, ensuring timely revenue realization and cash flow management.

Top Matters by Revenue: Track top matters by revenue to be at the top of the revenue and finances, ensuring prioritized matter management and revenue optimization.

Top Timekeepers of the Month by Billable Time: Gain insights into the top timekeepers of the month by Billable Time for efficiency, optimizing workforce performance and productivity.

Top Timekeepers of the Month by Non-Billable Time: Gain insights into the top timekeepers of the month by non-billable time to increase financial efficiency, optimize resource allocation, and manage workflow.

Trust Summary by Client: Obtain an efficient trust fund summary by the client to ensure accountability and efficient financial realization and to ensure transparency and accuracy in trust fund management.

Trust Summary by Matter: Obtain efficient trust fund summary by matter for accountability and efficient financial realization, ensuring transparency and accuracy in trust fund management.

Trust Summary by Responsible Attorney: Obtain efficient trust fund oversight by transaction and responsible attorney, ensuring accurate trust fund management and accountability.

Un-invoiced Billable Expenses: Get help to bill all un-invoiced billable expenses for efficient finance management, ensuring accurate financial reporting and revenue realization.

Un-Invoiced Billable Hours by Client: Gain insights into the un-invoiced billable hours per each client and be on top of the finances & revenues, ensuring timely invoicing and revenue optimization.

Un-Invoiced Billable Hours by Matter: Gain insights into the un-invoiced billable hours per matter and stay on top of the finances and revenues, ensuring accurate billing and revenue realization.

Un-Invoiced Timesheet Summary: Gain insights into the un-invoiced timesheets and stay on top of finances and revenues, ensuring timely invoicing and revenue optimization.

Upcoming Task Summary: Stay organized with the Upcoming Task Overview for streamlined workflow and productivity, ensuring timely completion of legal obligations and efficient task management.

WIP By Client: Obtain a summary of future billings by client to predict and plan finances, ensuring accurate revenue forecasting and financial planning.

WIP By Matter: Obtain a summary of future billings by matter to predict and plan finances, ensuring accurate revenue forecasting and financial planning.

Write-Offs by Client: Access a concise summary of write-offs applied against invoices by clients to plan for more strategic engagements in the future, ensuring optimized revenue management and client relations.

Write-Offs by Matter: Access a concise summary of write-offs applied against invoices by matters to keep a check on it, ensuring optimized matter profitability and financial management.

Write-Offs by Originating Attorney: Access a concise summary of write-offs applied against invoices by the originating attorney to improve revenue sharing, ensure fair revenue distribution, and structure incentives.

Write-Offs by Referral Partner: Access a concise summary of write-offs applied against invoices by referral partners to improve engagement and ensure optimized referral management and revenue sharing.

Write-Offs by Responsible Attorney: Access a concise summary of write-offs applied against invoices by a responsible attorney to calculate revenue share and trend analysis, ensuring fair revenue distribution and performance evaluation.