Reports

Reports and KPIs for law firms

Real-time insight into billable hours, realization, WIP and receivables. A director dashboard for the managing partner, plus Power BI/Dataverse for custom analytics.

Hours target & realization

Per fee earner, team and practice group. Compare to prior year and firm average.

WIP report

Work in progress per client and matter, with age and expected billability.

Receivables aging

0–30, 30–60, 60–90, 90+ days. Drill down to invoice level.

Director dashboard

One screen for the managing partner: revenue, run-rate, utilization, client concentration.

Power BI / Dataverse

Certificate-based connection for custom analytics without manual exports.

Exports

CSV, Excel and API access to all aggregated data.

Related reading

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