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Lawcus New Standard Reports Explained
Lawcus New Standard Reports Explained

Unlock insights with Lawcus' new standard reports for informed decision-making.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over a week ago

Dive into the enhanced reporting features in Lawcus that are tailored for you. Gain valuable insights to make informed decisions and streamline your legal practice.

Here are the new standards reports;

  1. All Clients: This report offers a comprehensive compilation of contact details for all clients, facilitating efficient relationship management and communication.

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

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

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

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

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

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

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

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

  10. 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.

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

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

  13. 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.

  14. 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.

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

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

  17. 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.

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

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

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

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

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

  23. 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.

  24. 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.

  25. 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.

  26. 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.

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

  28. 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.

  29. 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.

  30. 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.

  31. 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.

  32. 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.

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

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

  35. 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.

  36. 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.

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

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

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

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

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

  42. 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.

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

  44. 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.

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

  46. 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.

  47. 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.

  48. 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.

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

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

  51. 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.

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

  53. 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.

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

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

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

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

  58. 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.

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

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

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

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

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

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

  65. 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.

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

  67. 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.

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

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

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

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

  72. 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.

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

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

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

  76. 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.

  77. 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.

  78. 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.

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

  80. 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.

  81. 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.

  82. 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.

  83. 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.

  84. 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.

  85. 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.

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

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

  88. 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.

  89. 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.

  90. 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.

  91. 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.

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

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

  94. 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.

  95. 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.

  96. 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.

  97. 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.

  98. 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.

Explore these reports to optimize your legal practice, enhance decision-making, and streamline your workflow with Lawcus.

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