Collection Summary
Billing, receipts, and retainers by lawyer and matter. See who's collecting and who's falling behind.
Comparative Time Analysis
Compare hours and amounts across two periods by lawyer and task code. Spot trends instantly.
Time Utilization Analysis
Monthly breakdown of billable, write up/down, no charge, and non-billable hours by lawyer.
Billing by Lawyer
Billed amounts, hours, and effective rates per lawyer from a single Billings Journal export.
A/R Aging by Client
Receivables totals by aging category per client. No names or casefile details exposed.
12-Month Comparative P&L
Profit and loss across 12 months for financial trend analysis. Catch cost creep early.
GL Reconciliation (Accrual)
Upload A/R report, Adjustment listing, and GL trial balance to reconcile receivables to GL.
AI-Powered Insights
One click to analyze any report. Anomaly detection, trend analysis, and plain-English summaries.
Custom Reports
Need something specific? Tell us your requirements and we'll build reports tailored to your firm's unique workflows and KPIs.