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Gladys

Clever Case · legal practice

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Finance Reports

Revenue, AR, financial statements, and firm Gravis reports.

For practice, marketing, and operations reports, see Insights → Reports.

Revenue

Revenue Trend

Accrued, invoiced, and collected revenue over time.

Revenue by Practice Area

Revenue grouped by matter category.

Accounts Receivable

AR Aging

Outstanding balances by aging bucket.

Top AR by Client

Highest outstanding client balances.

Financial Statements

Profit & Loss

Income and expense summary.

Balance Sheet

Assets, liabilities, and equity snapshot.

Cash Flow

Cash inflows and outflows over time.

Firm Reports (Gravis)

Trending

Weekly hours, matters, revenue, and trust/AR trends.

Summary

Firm KPI snapshot: revenue, time, rates, AR, matters, consults, trust.

Attorney Incentive Plan

Collections vs expectations and bonus by attorney.

Revenue

Unbilled, invoiced, collected revenue with YoY comparison.

Time

Billable, admin, invoiced, and collected hours.

Rates

Target, default, worked, invoiced, and effective rates.

Accounts Receivable

Matters with AR, total balance, and old AR activity.

Writedowns

Write-down hours, revenue, and detail.

Matters

Open, stale, closed matters and matter list.

Consults

Consultation funnel and conversion metrics.

Trust Balance

Client trust balances and minimum replenishment.

Time on Old AR

Time logged on matters carrying aged receivables.

Glossary / FAQ

Definitions for all firm report measures.