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Powerful Reports

Tabular Reports And Insights

Custom reporting helps you improve your intake cycle, track your money sources, and make better business decisions

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Component 102 (11)

Powerful Analytics and Dashboard

Get better insights on every interaction and all the potential leads coming into your firm. Custom reporting improves your intake cycle, track your income sources, and settle on smarter business choices based on powerful data.

Work in Progress

This panel shows the value of the Work in Progress (WIP). WIP refers to work where either you have not yet created the invoice (Uninvoiced Amount) or where you have created the invoice but have not yet marked it as Sent to Client (Total in Draft).

Track Not Hired Reasons

This report shows the reasons for leads not being hired/converted in the selected date range, the number of leads lost for each reason, and the percentage value of the reason when compared with all the other reasons.

Top Referrers Report

This report shows the top referrers for the selected date range, the number of leads referred, and the percentage value when compared to the total number of leads referred in that period.

Pipeline Value Report

This report shows the total value of all leads added in the pipeline for the selected period. It shows you the data as a line graph and also as a break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the dollar value of the leads in that category.

Total Outstanding Revenue

This panel shows the value of the Work in Progress (WIP). WIP refers to work where either you have not yet created the invoice (Uninvoiced Amount) or where you have created the invoice but have not yet marked it as Sent to Client (Total in Draft).

Component 102

Advanced Reporting

Advanced Reports Builder let you create custom tabular reports based on parameters and fields that you select. Accounts Receivable, Invoice History, Payments Collected, Matter Balance Summary, Client Trust Balance, General Client Ledger and Trust Account Ledger reports are availaible.