Overview of invoicing details, including amounts billed, payment status, and client information.
Average Revenue by Originating Attorney ReportDelve into the average revenue generated by originating attorney, allowing firms to assess individual contributions & optimize strategies.
Average Revenue by Practice Area ReportView of the average revenue across practice areas, helping firms make data-driven decisions on resource allocation & business development.
Average Revenue by Responsible Attorney ReportAverage revenue by Responsible Attorneys, supporting firms in making strategic decisions on performance management & resource allocation.
Discounts by Client ReportSummary of discounts applied for clients, enabling firms to analyze pricing strategies & plan for more strategic client engagements.
Discounts by Matter ReportSummarizes discounts applied to invoices by matters, helping law firms track financially weak matters & optimize their pricing strategies.
Draft Invoice Summary ReportAn overview of all draft invoices, enabling law firms to track and complete pending billing actions efficiently.
Invoice History ReportDetails of invoice transactions, tracking payments, balances, statuses, due dates, & credit notes for comprehensive financial oversight.
Invoice Summary ReportAn overview of all invoices, supporting streamlined financial management and effective billing oversight.
Overdue Credit Request SummaryAn overview of all overdue credit requests, supporting proactive financial oversight and timely resolution of outstanding credits.
Overdue Invoices by Clients ReportA focused view of all overdue invoices by clients, supporting proactive financial oversight and aiding in timely collection efforts.
Overdue Invoices by Matter ReportAn overview of overdue invoices organized by matter, supporting proactive financial management and efficient collection efforts.
Overdue Trust Requests ReportSummary of pending trust fund requests that have exceeded the due dates, helping firms streamline trust management & ensure timely followup.
Partially Paid Invoice Summary ReportOverview of partially paid invoices, assisting firms in identifying outstanding balances & prioritizing actions to minimize leakages.
Top Client by Write-Off Volume ReportIdentifies clients with the highest volume of write-offs, helping firms assess collection challenges & improve future billing practices.
Top Discounted Clients ReportClients who have received the most discounts, flagging discount patterns and aid in future client engagement & pricing strategies.
Revenue by Clients ReportIt offers firms insight into clients' financials & supports informed decisions, strategic planning, prioritization, & financial management.
Revenue by Matters ReportIt helps firms monitor financial performance and supports strategic decision-making in the profitability of individual matters.
Revenue by Originating Attorney ReportInsight into the revenue by originating attorneys to assess the financial impact of the attorneys, aiding in resource allocation & planning.
Revenue by Practice Area ReportInsights into revenue by practice areas, helping firms make strategic decisions & optimize resource allocation basis financial performances.
Revenue by Referral Partner ReportAn overview of revenues generated by referral partners, helping firms make strategic partnerships decisions & optimize referral engagements.
Revenue by Responsible Attorney ReportInsight into the revenue generated by Responsible Attorneys, supporting firms in calculating incentives and rewarding productivity.
WIP by Client ReportA summary of future billings based on unbilled work logged for each client for predicting revenue and strategically planning finances.
WIP by Matter ReportA summary of future billings based on unbilled work logged for each matter, helping firms anticipate revenue & strategically plan finances.
Write-Offs by Client ReportA summary of write-offs applied against client invoices, offering valuable insights for strategic engagement planning & financial oversight.
Write-Offs by Matter ReportA summary of write-offs applied to invoices by specific matters, enabling firms to monitor & manage financial adjustments effectively.
Write-Offs by Originating Attorney ReportA summary of invoice write-offs attributed to originating attorneys, offering insights into revenue adjustments for fair revenue sharing.
Write-Offs by Referral Partner ReportSummary of write-offs associated with referral partners, helping firms assess revenue impact & make data-driven decisions on referrals.
Write-Offs by Responsible Attorney ReportWrite-offs attributed to responsible attorneys to aid in calculating accurate revenue shares & identifying patterns for financial analysis.
Top Clients by Revenue ReportTop clients who contribute the most revenue, providing firms with insights to enhance engagement & retention strategies for valued clients.
Top Discounted Matters ReportMatters with the highest discount volumes, helping firms monitor financial efficiency & assess the impact of discounts on profitability.
Top Invoices by Value ReportThe report highlights the highest-value invoices, helping firms prioritize collections, set strategies & reduce financial inefficiencies.
Top Matters by Revenue ReportThe report provides insights into the most profitable matters, helping law firms optimize their financial strategies & resource allocation.