Reports
Access in-depth analytics and insights for better decision-making.
By Devanshi1 author125 articles
General and Settings
Overview and configuration options for report generation and management.
- Overview of Reports Builder in LawcusMaster Reports Builder: Tailor insights and streamline decisions. Create, customize, and share reports effortlessly.
- Understanding the Reports Interface in LawcusDetailed explanation of the various options available in the reports interface when you open any report.
Contact Reports
Detailed insights and analytics related to client and contact interactions.
- All Contacts ReportA comprehensive list of contact details, supporting relationship management & communication across clients, leads, and other stakeholders.
- Birthday Celebrating Contacts (Month) ReportGet clients with birthdays in the month, including their contact details, supporting personalized engagement & relationship-building.
Event Reports
Comprehensive summaries and evaluations of events and activities hosted.
Expenses Reports
Tracking and analyzing incurred expenses for accurate billing to the client and financial arrangement.
- Expenses Details ReportA breakdown of expenses, including quantity, rate, & billing status, helping law firms track & manage their financial outflows accurately.
- Billable Expenses by Timekeeper ReportIt tracks the billable expenses recorded by each timekeeper, helping law firms manage and allocate expenses more effectively.
- Non-Billable Expenses by Timekeeper ReportIt tracks the non-billable expenses incurred by each timekeeper, helping law firms control & manage expenses efficiently.
- Un-Invoiced Billable Expenses ReportThe Report helps firms track unbilled expenses, ensuring that all billable costs are invoiced accurately for improved financial management.
- Expenses by Client ReportThis Report provides a detailed breakdown of expenses incurred for each client, ensuring accurate billing and financial analysis.
- Expenses by Matter ReportThis Report tracks all expenses incurred for specific legal matters, supporting efficient cost management and informed decision-making.
- Expenses by Timekeeper ReportThe Report tracks all expenses incurred by individual timekeepers, helping law firms optimize expense management and ensure accountability.
- Expenses by Category ReportIt provides a breakdown of expenses organized by category, allowing firms to monitor spending patterns & identify areas for cost control.
- Expenses by Invoice Status ReportIt provides a detailed breakdown of expenses categorized by their billing status, helping firms ensure timely & efficient expense billing.
- Billable Expenses by Matter ReportOverview of all billable expenses associated with each matter, facilitating effective expense management & streamlined billing processes.
- Non-Billable Expenses by Matter ReportOverview of non-billable expenses associated with each matter, enabling firms to manage costs effectively and enhance financial planning.
- Un-Invoiced Billable Expenses by Matter ReportOverview of all un-invoiced billable expenses organized by matter, facilitating efficient financial management and billing processes.
Flat Fee Activities Reports
Reports focused on activities billed at a flat fee, detailing performance and outcomes.
- Flat Fee Activity by Category ReportTracks flat fee activity entries, organized by category, to assist law firms in efficiently analyzing trends & optimizing fee structures.
- Flat Fee Activity by Client ReportTracks flat fee activity entries organized by client, enabling law firms to manage finances efficiently & client-specific fee structures.
- Flat Fee Activity by Invoice Status ReportProvides insights into flat fee activities by invoice status, helping firms streamline billing processes & improve financial realization.
- Flat Fee Activity by Matter ReportProvides insights into flat fee entries organized by matter, facilitating accurate management and tracking across various matters.
- Flat Fee Activity by Timekeeper ReportProvides detailed insights into flat fee entries by timekeepers, helping firms assess financial performance at the timekeeper level.
- Flat Fee Activity SummaryA comprehensive overview of all flat fee entries, offering firms a centralized view for custom analysis & strategic decision-making.
Invoice Reports
Overview of invoicing details, including amounts billed, payment status, and client information.
- Average Revenue by Originating Timekeeper ReportDelve into the average revenue generated by originating timekeeper, 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 Timekeeper ReportAverage revenue by Responsible Timekeepers, 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 Timekeeper ReportInsight into the revenue by originating timekeepers to assess the financial impact, 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 Timekeeper ReportInsight into the revenue generated by Responsible Timekeepers, 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 Timekeeper ReportSummary of invoice write-offs attributed to originating timekeepers, 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 Timekeeper ReportWrite-offs attributed to responsible timekeepers to aid in calculating accurate revenue shares & identifying financial patterns.
- 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.
Lead Reports
Analysis of potential client interactions and conversion metrics to optimize lead generation efforts.
- Hired Leads Summary ReportThis helps law firms track all converted leads into clients, allowing for trend analysis & improved client acquisition strategies.
- Lead Summary ReportGet real-time insights into lead management, enabling law firms to make informed decisions & optimize their conversion strategies.
- Leads by Practice Area ReportDetailed insights into the distribution of leads across various practice areas, enabling firms to refine their engagement strategies.
- Leads by Source ReportProvides critical insights into the origins of leads, helping firms optimize their marketing efforts & refine acquisition strategies.
- Not Hired Leads Summary ReportThis report helps firms track leads that are not converted into clients, providing essential data for future analysis and planning.
- Open Leads Summary ReportAn overview of active leads, helping law firms track and manage potential clients for strategic lead management & improved conversion.
Matter Reports
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 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.
Payment Reports
Summaries of payment transactions, including received amounts and outstanding balances.
- Billed and Unbilled Time by Practice AreaHelps firms monitor the distribution of billable & non-billable hours across practice areas for financial analysis & resource optimization.
- Payment Ledger by Client ReportTrack transactions, invoicing, & account activities of each client, providing valuable financial insights for informed decisions.
- Payment Ledger by Date ReportA summary of daily financial transactions, providing valuable insights for informed decision-making and effective financial tracking.
- Payment Ledger by Matter ReportTrack insights on financial transactions, invoicing, & account activities related to matters, for financial management & accounting.
Task Reports
Insights into task completion rates, pending tasks, and overall productivity.
- Open Tasks by Attorney ReportTrack pending tasks of each attorney, enhancing accountability & workflow management for efficient operations.
- Open Tasks by Matter ReportDiscover how this aids in tracking pending tasks at the matter level, helping firms prioritize workloads & improve task management.
- Overdue Task Summary ReportLearn how it helps firms track overdue tasks, enabling prompt action & improved productivity for matter management & obligation fulfillment.
- Task Summary ReportThis report helps track tasks efficiently, enabling prompt action, improving productivity, & ensuring optimized workflow management.
- Tasks by Attorney ReportTrack tasks assigned to individual attorneys, ensuring efficient work allocation, accountability, and improved productivity.
- Tasks by Client ReportExplore how to manage client-related tasks efficiently, with timely completion, accountability, & optimize client satisfaction & engagement.
- Tasks by Matter ReportLearn to efficiently track tasks associated with specific matters, ensuring project completion, progress tracking, & optimized management.
- Upcoming Task Summary ReportStay organized on tasks and maintain a streamlined workflow, ensuring timely completion of obligations and efficient task management.
Timesheet Reports
Tracking and analysis of hours worked for accurate billing and resource allocation.
- Overview of Time Entry Reports in Lawcus.Understand what time entry reports mean in Lawcus and how those insights are helpful.
- Billable Hours by Activity Category ReportGain insights into your firm's billable efforts by analyzing the Billable Hours by Activity Category report.
- Billable Hours by Matter ReportLearn how the Billable Hours by Matter report helps law firms track matter-specific financial performance and billing accuracy.
- Billable Hours by Timekeeper ReportDiscover how the Billable Hours by Timekeeper report helps law firms track individual contributions and optimize performance.
- Invoiced Timesheet Summary ReportLearn how the Invoiced Timesheet Summary Report helps law firms track billed hours, assess revenue, and optimize billing practices.
- Non-Billable Hours by Activity Category ReportLearn how the Non-Billable Hours by Activity Category report helps law firms track and optimize non-revenue-generating tasks.
- Non-Billable Hours by Timekeeper ReportDiscover how the Non-Billable Hours by Timekeeper report helps law firms analyze non-billable activities and improve time management.
- Non-Billable Hours by Matter ReportHow the Non-Billable Hours by Matter report helps law firms track non-billable time for better project management and financial insight.
- Time Entries Summary ReportLearn how to use the Time Entries Summary by Date Report to monitor team productivity and optimize billing.
- Timesheet Details ReportA comprehensive guide to leveraging the Timesheet Details report for enhanced productivity.
- Timesheet Summary by Client ReportLearn how the Timesheet Summary by Client report helps law firms optimize client management and billing.
- Timesheet Summary by Matter ReportDiscover how the Timesheet Summary by Matter report helps law firms manage case budgets and optimize resource allocation.
- Timesheet Summary by Timekeeper ReportLearn how the Timesheet Summary by Timekeeper report helps law firms evaluate attorney performance and optimize staffing.
- Top Timekeepers of the Month by Billable Time ReportLearn how the This Report highlights your team's most productive members & helps boost revenue through strategic resource allocation.
- Top Timekeepers of the Month by Non-Billable Time ReportExplore how this Report helps evaluate time spent on activities, offering insights into resource allocation and operational efficiency.
- Un-Invoiced Billable Hours by Client ReportLearn how the Un-Invoiced Billable Hours by Client report helps law firms track pending billable hours and optimize revenue generation.
- Un-Invoiced Billable Hours by Matter ReportDiscover how the Un-Invoiced Billable Hours by Matter report helps law firms track unbilled work, ensuring timely and accurate invoicing.
- Un-Invoiced Timesheet Summary ReportThis Report helps law firms track unbilled hours & prevent missed invoicing opportunities, optimizing cash flow & revenue.
- Billed Timesheets by Practice Area ReportOverview of billed hours categorized by practice area, enabling firms to track time entries and assess billing efficiency.
- Timesheet Summary by Date ReportThe report provides a detailed overview of time entries organized by date, ensuring clear tracking and accuracy for law firms.
- Timesheet Summary by Originating Timekeeper ReportInsights into time entries & billing summarized by Originating Timekeepers, facilitating performance evaluation & resource management.
- Timesheet Summary by Responsible Timekeeper ReportInsights into time entries & billing summarized by each Responsible Timekeeper, facilitating performance evaluation and resource management.
- Un-Billed Timesheets by Practice Area ReportOverview of unbilled hours organized by practice area, emphasizing pending time entries to enhance billing efficiency.
Transaction Reports
Comprehensive records of financial transactions on Accounts for auditing and analysis.
- Accounts Receivable ReportIt helps law firms monitor client invoice statuses and outstanding balances, ensuring effective cashflow management & timely collections.
- Aged Accounts Receivables ReportA detailed analysis of unpaid client balances over time, helping law firms manage overdue payments and maintain financial health.
- Attorney Revenue ReportTracks the revenue generated by individual attorneys to assess performance, track key financial metrics, & optimize resource allocation.
- Cash Receipts ReportA comprehensive view of all cash transactions, ensuring precise financial tracking & supporting effective revenue management for firms.
- Client Trust Balance ReportOverview of client trust fund statuses and recent activities, ensuring effective management and compliance.
- General Client Ledger ReportA comprehensive log of all client financial transactions, enabling accurate and transparent financial tracking.
- Payments Collected ReportA detailed record of payments received against invoices, organized by date, matter, & client for effective financial management & tracking.
- Trust Account Ledger ReportA detailed log of all trust account transactions, grouped by client and accounts, ensuring transparent & accurate tracking of client funds.
- Trust Summary by Client ReportAn efficient overview of trust fund balances and transactions by client, ensuring accountability and optimized financial management.
- Trust Summary by Matter ReportGain clear, matter-level insight into trust fund activity for accurate, compliant, and efficient fund management.
- Trust Summary by Responsible Timekeeper ReportOverview of trust fund transactions organized by the responsible timekeeper, ensuring accountability and streamlined financial management.