Get the flexibility to report on what matters most

• Configure reports by date range, user, matter, or activity to surface the exact data you need
• Filter and segment time, billing, expense, and payment data for more tailored business insights
• Easily export data as a PDF or CSV to share with stakeholders
• Add favorite reports to your dashboard for quick access to your data

Get a clear picture of your firm’s income to make informed financial decisions

• Track outstanding balances across clients and matters
• Spot collection gaps with A/R Aging reports
• Keep tabs on unbilled time with Work-in-Progress reports
• Review accounting reports to verify payment reconciliation and write-offs
• Avoid duplicate entries by syncing with QuickBooks

Uncover where time and money are going across users, clients, and projects

• Analyze time entries by matter and activity type to measure output
• Break down expenses by user, client, matter, category, or date
• Compare billable vs. nonbillable time to optimize resource allocation

Better understand each client and matter’s progress, billing history, and trust activity

• Compile time, expenses, notes, and file uploads with client & matter summary reports 
• Track historical trust activity to stay audit-ready
• Monitor profitability at the matter level with billable amounts by case reports

Understand how your team’s time is spent to support performance and team efficiency

• Run internal time reports to understand unbillable activity
• Evaluate user efficiency with billable hours tracked over time
• Quickly review user expenses for reimbursement processes
• Balance workloads and reduce bottlenecks with user schedule reports

Identify what’s driving revenue to properly align performance and compensation

• View task summary reports by client, matter, due date, or status
• Measure how much firm time is billable with utilization rate reports
• Track realization rates to see how effectively billable hours convert to revenue