Matter Reports
Detailed breakdowns of legal matters, including progress, costs, and outcomes.
By Devanshi1 author18 articles
- All Clients with Open Matters ReportA detailed view of all clients with ongoing open matters, helping firms track active engagements and ensure efficient matter management.
- All Clients with Matters ReportDetailed view of all clients with a matter in Lawcus, regardless of the matter's active status, for accurate records and client tracking.
- Clients by Practice Area ReportThis helps categorize clients based on their legal needs, enabling firms to deliver targeted engagement & optimized relationship management.
- Closed Matter Summary ReportIt offers valuable insights into completed matters, enabling firms to track key details for post-matter analysis & informed decision-making.
- Contingency Fee Matters SummaryIt provides an overview of matters handled on a contingency fee basis, offering key details for effective management & performance analysis.
- Flat Fee Matters SummaryAn overview of matters handled on a flat fee basis, providing key insights for efficient case management and financial analysis.
- Hourly Billing Matters SummaryAn overview of matters billed hourly, providing key insights for effective management, financial tracking, and resource allocation.
- Matter Balance Summary ReportSummarized financial overview for each matter, offering a clear picture of outstanding balances, & financial status at the matter level.
- Matter Summary by ClientInsights into how matters are distributed among clients, helping firms manage relationships strategically & optimize service offerings.
- Matter Summary by Responsible TimekeeperA breakdown of matters by timekeepers, including associated revenue, allows firms to monitor performance and optimize resource management.
- Matter Trust Balance ReportOverview of the trust fund & recent activities for each matter, allowing firms to ensure proper financials & trust regulation compliances.
- Matters by Practice Area ReportOrganize matters according to their respective practice areas, helping firms streamline case management and optimize resource allocation.
- Matters by Referral Partner ReportTracks matters by referral partners, providing key insights into referrals & helping firms optimize collaboration & referral relationships.
- Matters by Status ReportTracks the stages & progress of matters, offering insights into the status & assisting firms in making informed decisions for management.
- Non-billable Matters SummaryAn overview of non-revenue generating matters, offering key details to help law firms manage resources and optimize efficiency.
- Open Matter SummaryIt provides insights into all ongoing legal matters, allowing law firms to track critical details for better management and decision-making.
- Insufficient Trust Retainer Balance ReportAssess current trust balances across matters & identify funds required to meet minimum thresholds, ensuring sufficient funds to cover risk.
- Matters without Recent Engagements ReportHelps identify dormant matters with activity in the past 30 days, enabling proactive follow-up & relationship management.