Reports
The firm's figures, and the records behind every one
Fees billed and collected, work in progress, what clients owe, utilisation and realisation, each figure opening the bills and time entries it was worked from.
Who uses it
What each person does with it
- Managing partner
- Reads the year so far against last year, and has a monthly pack sent to the partners without asking anyone to build it.
- Partner
- Sees what their clients owe by age, their team against target and what each matter contributes after the cost of the time spent on it.
- Accountant
- Closes the financial year and downloads the auditor pack: trial balance, general ledger, profit and loss, balance sheet and each month's reconciliation.
What it does
Reports, in detail
Marked as in the product today or still being built.
An overview that opens up
In the productThe headline figures against the same months last year, what needs attention, what clients owe by age and billing and collections by month.
A library by question
In the productMoney, the financial statements, client money, people and time, matters, clients, intake, operations and compliance, each report with the definitions of its figures.
Only what the reader may read
In the productEvery report counts only the matters its reader may open; a matter behind a wall that shuts them out is never counted.
Saved views, packs, schedules and alerts
In the productA report kept with its settings, packs exported as one PDF, schedules sent daily, weekly or monthly, and alerts the first morning a figure crosses its line.
Exports on the record
In the productPDF, Excel or CSV, each carrying its period, definitions and who ran it, and each recorded against the person who asked for it.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Reports and the firm's figuresThe report library, what each figure means, saved views, packs, scheduled reports and alerts, cost rates, and closing a financial year.
- Intake reportsSee how many enquiries became matters and how fast, how quickly prospects were answered, how long enquiries sat in each stage, how many consultations were missed, and why enquiries were lost.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.