Detailed breakdowns of legal matters, including progress, costs, and outcomes.
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 AttorneyA breakdown of matters by attorneys, 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.