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Dashboard & Reports
Dashboard & Reports

Monitor and leverage analytics and reports to get a simplified overview of your practice.

Reports

Access in-depth analytics and insights for better decision-making.


General and SettingsOverview and configuration options for report generation and management.2 articles
Contact ReportsDetailed insights and analytics related to client and contact interactions.2 articles
Event ReportsComprehensive summaries and evaluations of events and activities hosted.1 article
Expenses ReportsTracking and analyzing incurred expenses for accurate billing to the client and financial arrangement.12 articles
Flat Fee Activities ReportsReports focused on activities billed at a flat fee, detailing performance and outcomes.6 articles
Invoice ReportsOverview of invoicing details, including amounts billed, payment status, and client information.32 articles
Lead ReportsAnalysis of potential client interactions and conversion metrics to optimize lead generation efforts.6 articles
Matter ReportsDetailed breakdowns of legal matters, including progress, costs, and outcomes.17 articles
Payment ReportsSummaries of payment transactions, including received amounts and outstanding balances.4 articles
Task ReportsInsights into task completion rates, pending tasks, and overall productivity.8 articles
Timesheet ReportsTracking and analysis of hours worked for accurate billing and resource allocation.23 articles
Transaction ReportsComprehensive records of financial transactions on Accounts for auditing and analysis.11 articles