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Timesheet Summary by Matter Report

Discover how the Timesheet Summary by Matter report helps law firms manage case budgets and optimize resource allocation.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over 2 months ago

The Timesheet Summary by Matter report provides law firms with a comprehensive view of the time spent on specific legal matters. It allows firms to track how resources are utilized across different cases, ensuring effective case management and optimal resource allocation.

Insights Expected from the Timesheet Summary by Matter Report

This report is essential for maintaining control over case budgets and timelines, offering the following insights:

  • Case Budget Monitoring: Track time spent on each matter to ensure cases stay within their allocated budgets.

  • Deadline Management: Monitor time usage to help meet case deadlines and avoid delays.

  • Billed vs. Unbilled Hours: Review both billed and unbilled hours for each case, identifying potential revenue opportunities and ensuring proper billing practices.

  • Resource Adjustment: Identify matters that may require additional resources or strategy adjustments based on time and effort spent.

These insights empower law firms to make informed decisions, ensuring cases are handled efficiently while staying on budget and meeting client expectations.

To generate the Timesheet Summary by Matter report:

  1. Navigate to the Dashboard

  2. Click on Reports

  3. Scroll down and choose the 'Timesheet Summary by Matter' report.

You can refine the details by applying various filters. Additionally, the report can be exported for further analysis, allowing for enhanced data manipulation and insights.

Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.

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