Topic
Reports
Firm analytics, utilization, and financial reporting.
Guides
Reports Overview
Where to find your firm's reports, how they are organized, and the filters, exports, and access rules they share. Start here, then dive into the category that answers your question.
Trust & Compliance Reports
The trust accounting reports your bar requires. See each client's trust balance, the full ledger of every deposit and disbursement, and the three-way reconciliation that proves your account is in balance.
The AR Aging Report
See which clients owe you money and for how long. Outstanding invoices grouped by how overdue they are, so you can prioritize collections and protect cash flow.
Three-Way Reconciliation
The gold standard of trust-account compliance. Prove that your bank statement, your firm trust ledger, and the sum of every client's balance all agree, and keep the document that shows it.
Revenue & Billing Reports
See the money your firm earns, bills, and collects. These reports show what each person produced, which invoices are outstanding, what you've earned but not yet billed, and how much of your work actually turns into revenue.
The Billing Realization Report
Realization is how much of the value you create actually turns into billed revenue. Compare the standard value of work performed to what you actually billed, see your realization rate against the 88% industry benchmark, and find where revenue is leaking.
Productivity Reports
See where your firm's time actually goes and how productive each person is. These reports turn the hours your team logs into a picture of billable vs administrative work, workload balance, and how well your estimates hold up.
The Estimation Accuracy Report
Compare the time you estimated a task would take against the time it actually took. See whether your firm's estimates run high, low, or land close, so you can scope and budget the next matter with confidence.
Sales Reports
See the health of your sales pipeline at a glance. Where leads pile up, where they fall away, the real paths they take from first call to signed retainer, and which leads and campaigns actually convert.
Marketing Reports
See what your marketing campaigns cost, what they bring back, and which ones are actually worth the money. These four reports turn campaign spend and collections into a clear picture of where your marketing dollars are working.