Reports

New, active, open, and closed matters for the period.

Matter counts grouped by category.

Firm-wide task workload by status.

AI-assisted lifetime value estimates with true loaded-cost margin.

Weighted average true margin from matter valuations by category.

Open alerts for underpriced matters, low margin, and forecast slippage.

Accrued, invoiced, and collected revenue over time.

Revenue grouped by matter category.

Outstanding balances by aging bucket.

Highest outstanding client balances.

Billable hours and value by type for the period.

Hours logged per attorney or staff member.

Hours logged per attorney for the period.

Average client value by practice area.

Lead → consult → engagement → retained.

Scheduled to signed conversion by attorney.

Revenue and ROI by marketing channel.

CAC and ROI by channel.

Client lifetime value by lead source.

Marketing return by practice area.

Compliance rate, exceptions, and time to close.

Income and expense summary.

Assets, liabilities, and equity snapshot.

Cash inflows and outflows over time.

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

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

Collections vs expectations and bonus by attorney.

Unbilled, invoiced, collected revenue with YoY comparison.

Billable, admin, invoiced, and collected hours.

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

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

Write-down hours, revenue, and detail.

Open, stale, closed matters and matter list.

Consultation funnel and conversion metrics.

Client trust balances and minimum replenishment.

Time logged on matters carrying aged receivables.

Definitions for all firm report measures.