Revenue & Billing Reports

Every other category answers a question about work or compliance. The Revenue & Billing reports answer the one question that keeps a firm open: where is the money? Together they trace a dollar from the moment someone records billable work, through the invoice that goes out, to the payment that finally lands, and they flag every place a dollar leaks out along the way.

These nine reports let you see who is producing revenue, which invoices are still owed, what you’ve earned but not yet billed, where you’re discounting your own work, and how much of the value you create actually turns into collected cash. Read together they are the financial dashboard of the practice. Read one at a time they each settle a specific argument: who carried the month, why the bank balance is lower than the work log suggests, and which clients pay.

Revenue by Resource

When a partner asks who actually produced this quarter, this is the answer. Revenue by Resource shows how much each attorney or staff member generated, so you can see production by person rather than by client or matter. It’s the report behind compensation conversations, capacity planning, and the simple question of whether everyone is pulling their weight.

Each row is a person (a billable resource), with their billable hours, the amount billed, the amount collected, what remains unbilled, any trust applied, and the count of tasks behind those numbers. Across the top, four summary figures frame the period: Total Billed, Total Collected, Total Unbilled, and Billable Hours. A chart breaks the revenue down by person so the top producers stand out at a glance.

You can set a date range (it defaults to All Time) and choose which date the range filters on, since work performed in one month is often billed in the next. Export the whole report to Excel or PDF for a partner meeting or a comp review.

Invoice Summary

This is the master list of every invoice you’ve issued, with where each one stands on payment. When you need a single view of what you’ve billed and what’s still owed, without chasing it client by client, Invoice Summary is the place to start. It’s the bridge between the work you did and the money you’ve actually been paid for it.

Each row is one invoice: its invoice number, the client and matter, the issue date and due date, the status, the invoice total, the amount paid, and the remaining balance. Four summary figures sit on top: Total Invoices, Total Billed, Total Paid, and Outstanding Balance. A chart shows the breakdown of invoices by payment status so you can see at a glance how much of your billing is settled versus still open.

Filter the list by client, by matter, by status, or by date range (it defaults to All Time) to narrow in on exactly the invoices you care about. Export to Excel or PDF for your records or your bookkeeper.

Unbilled Time & Expenses

This is the report that finds money you’ve already earned but haven’t asked for yet. Every hour logged and every expense recorded that hasn’t made it onto an invoice is revenue sitting on the table, and the longer it sits the harder it gets to bill with a straight face. Unbilled Time & Expenses surfaces all of it in one place so nothing quietly ages out of collectibility.

The report groups unbilled work by client, with each client’s matters listed underneath so you can expand a client and see exactly which matter is carrying the unbilled balance. Each line shows the unbilled hours, the unbilled time value, unbilled expenses, and the total. Four summary figures lead the report: Unbilled Hours, Unbilled Time, Unbilled Expenses, and the Grand Total of everything waiting to be billed. A chart breaks the unbilled total down by client so the biggest pockets of uninvoiced work jump out.

You can filter by date range, by client, and by matter to focus on a specific slice. Export to Excel or PDF to build a billing work list or hand it to whoever runs your invoicing.

Fee Allocation

When more than one attorney works a matter, the firm still needs to know who did the billable work, not just whose name is on the file. Fee Allocation tracks revenue by the performing attorney, the person who actually recorded the time, which is the number that matters for splitting credit and for any arrangement that pays people on what they personally produced.

Each row is an attorney, with their hours, the amount billed, the amount collected, what’s still unbilled, and the counts of tasks and matters behind it. The same four summary figures as the production reports lead it off: Total Billed, Total Collected, Total Unbilled, and Billable Hours. Charts break down both fee allocation by attorney and collected by attorney, so you can see not just who billed the most but who actually got paid.

Set a date range (defaulting to All Time) and choose which date it filters on, then export to Excel or PDF.

Originating Attorney Revenue

Producing work and bringing in work are two different things, and a firm that rewards rainmaking needs to measure it. Originating Attorney Revenue shows the total revenue from matters each attorney brought into the firm, regardless of who later worked them. It’s the origination credit that drives partner compensation at most firms.

Each row is an originating attorney, with the number of matters they originated split into active and closed, the amount billed on those matters, the amount collected, and what’s still unbilled. Four summary figures frame it: Total Billed, Total Collected, Total Unbilled, and Total Matters. A chart shows revenue by originating attorney so the firm’s biggest sources of business stand out.

Filter by date range and export to Excel or PDF for the origination side of a comp discussion.

Payment History

Where the other billing reports track what you billed, this one tracks what actually arrived. Payment History is the record of every electronic payment processed through Outlaw Payments, so you can reconcile what came in, confirm a client’s payment cleared, and see how reliably your card and bank payments succeed.

Each row is a payment: the date, who it was paid by, the client or clients it applied to, the payment type (credit card or e-check/ACH), whether it landed in your operating or trust account (the Into column), the amount, and its status. Six summary figures sit on top: Total Payments, the amounts split into Credit Card and E-Check/ACH, your Success Rate (the share of attempted payments that went through), the Avg Payment, and the amount still Pending Settlement (collected but not yet deposited). A chart breaks payments down by type.

Filter by payment type, by status, or by date range, and export to Excel or PDF for reconciliation against your bank.

Write-Off

Every dollar you discount or write off is revenue you chose not to collect, and a firm that doesn’t watch its write-offs can bleed real money one courtesy reduction at a time. The Write-Off report tracks exactly that: the gap between what your work was worth at standard rates and what you actually billed, so discounting becomes a decision you can see rather than a habit you can’t.

Each row shows the date, the client and matter, the invoice, the default rate, the amount billed, the write-off amount, and the reason recorded for it. Four summary figures lead the report: Standard Value (what the work was worth at full rates), Amount Billed, Total Write-Off, and your Write-Off Rate (the share of standard value you gave up). A chart breaks write-offs down by user so you can see who is discounting the most.

Filter by date range (defaulting to All Time) and export to Excel or PDF.

Billing Realization

Realization is the single number that tells you whether your work is turning into revenue, and the product holds it to an industry benchmark of 88% or higher. Because interpreting realization (and the write-downs and write-ups that move it) takes more than a paragraph, this report has its own walkthrough. See The Billing Realization Report for how the rate is calculated, what the 88% target means, and how to read the chart.

Recovery Rates

This is the report that connects risk to revenue. Recovery Rates shows how the red flags you record on leads and cases relate to whether you actually get paid, so you can see, with real numbers, which warning signs cost you money. It answers a question every firm should ask but few can: are the clients we flagged as risky the ones who don’t pay?

Each row pairs a red flag with its source (whether it came from a lead or a case), the total costs tied to matters carrying that flag, how much was recovered versus unrecovered, the recovery rate, and the number of samples behind it (so you know whether a rate rests on three matters or three hundred). Four summary figures lead it off: Total Costs, Recovered, Unrecovered, and your overall Recovery Rate. Below the table, two flow diagrams trace recovery separately for leads and for cases, showing how flagged work splits into recovered and unrecovered revenue.

Filter by date range and export to Excel or PDF to bring hard numbers to a conversation about which intake red flags are worth acting on.

Who Can See These Reports

Billing reports expose firm revenue and individual production, so access is scoped by role. Your Owner and Administrator always see every report. Beyond that:

• Revenue by Resource, Fee Allocation, and Billing Realization are available to your bookkeeper and your legal staff (attorneys, paralegals, and legal secretaries).
• Invoice Summary and Unbilled Time & Expenses add your office manager to that same group, since both touch the day-to-day work of getting invoices out and paid.
• Recovery Rates is available to your legal staff and your bookkeeper, the people weighing intake risk against collections.
• Originating Attorney Revenue is limited to your bookkeeper and your attorneys, since origination credit is partner-level information.
• Payment History is available to your bookkeeper and your office manager, the people who reconcile incoming payments.
• The Write-Off report is limited to your bookkeeper alone, because discounts and write-offs are sensitive financial decisions.

If a report doesn’t appear for someone, it’s almost always because their role isn’t on this list. Revenue visibility is scoped on purpose.