Matter Activity Recording Fee Earner Performance Module | Compares auto-recorded time against manual entries and normalises fixed fee billing, assisting in evaluating the efficiency and transparency of work performed. |
| Billing Realisation Summary | A summary of staff billing realisation and collection performance for a defined period, highlighting billing and collection realisation ratios. |
| Conveyancer Report | Summarises conveyancing data for the specified period, offering insights into revenue generation, transaction valuation and the effectiveness of referral sources. |
| Daily Time & Fees by Staff | Provides daily total values of billable and non-billable fees recorded for selected staff within a defined week, along with month-to-date and financial year-to-date summaries. |
| Daily Time & Fees by Staff Responsible & Acting | Provides daily total values of billable and non-billable fees recorded within a defined week for selected Staff Responsible or Staff Acting, along with month-to-date and financial year-to-date summaries. |
| Exchanges and Completions - Chart | A graphical display of the total number of matters exchanged or completed in each active month within the year up to the specified date. |
| Fee Contributions & Recovery | Provides details of fees recorded, invoiced and receipted for selected staff, allowing for the attribution of work to different staff roles. |
| Fee Contributions & Recovery by Matter Type | Provides details of fees recorded, invoiced and receipted, grouped by matter type for a specified period. Expand each matter type to view a breakdown by matter. |
| Fee Earner Overview | A customisable overview of the selected fee earner's performance as Staff Responsible, Staff Acting or Credit, covering client and matter overview, revenue generation, aged balances, Client Funds transfer availability, Separate Designated Client Accounts balances, and more. The report features both ranked metrics (such as Top Clients) and non-ranked metrics. |
| Fee Earner Summary | A detailed summary of fee earner performance for a specified month, quarter or year, covering fees entered, billed and collected (with comparisons to budgets and year-to-date figures), as well as WIP, debtor ageing and matter overview. You can choose to focus on a specific staff type. |
| Firm Overview | A comprehensive overview of firm performance for a specified period, covering key areas such as matters, clients, firm exposure, fee earner performance, ageing summaries, Client Funds balances and transfer availability, and more. Users can select a staff type to include for displaying matter information. |
| Invoice Variance Report | Lists invoices with fees recorded for selected staff within a specified period, showing variances between recorded and billed fees, along with any fee adjustments. |
| Matter by Matter Status Chart | A graphical display of matter distribution across different matters status for a specified period, with filters for matter types, Staff Responsible and Staff Acting. |
| Matters by Matter Type Chart | A graphical display of matter distribution across different matter types for a specified period, filterable by matter status and followed by a detailed breakdown for each matter type. |
| Matters Opened by Staff Resp & Acting Chart | A graphical comparison of matters opened by different Staff Responsible or Staff Acting within a specified period, followed by a detailed breakdown for each staff member. |
| Practice Overview | A quick overview of key financial and operational metrics, including aged balances, Client Funds balance, cash flow, debtor ageing, and matters opened and completed for the current month. The report is cached daily. |
| Receipt Allocation Report | An overview of the allocation of receipted funds to billed fees and disbursements within a specified allocation period for selected staff, allowing for the attribution of work to different staff types. |
| Staff Budgets | Reviews the selected staff’s monthly performance against budget targets for billable hours, non-billable hours, fees entered and fees collected over the course of the relevant year. |
| Staff Details | Provides a staff list with key details, including basic personal information, login status, username, creation dates, billing rates and more. |
| Staff Invoiced Funds | Displays selected staff members' fee contributions to invoices within a specified billing period. |
| Staff Receipted Funds | Displays selected staff members’ fee contributions to receipted funds within a specified receipting period. |
| Staff Time & Fees Activity Summary | A summary of Time and Fees recorded by selected staff within a defined period, grouped first by staff and then by activity code. Users can also filter by matters, invoice statuses, or a specific activity code. |
| Time & Fees Analysis | Provides a year-over-year comparison of a selected monthly staff metric—hours entered, Time and Fees invoiced, or Time and Fees received—with the option to compare by financial or calendar year. |
| Time & Fees Recorded by Staff | Provides daily totals of billable and non-billable hours recorded for all staff within a specified week, along with Time and Fee summaries for the month-to-date and financial year-to-date. |
| Work Obtained Chart | A graphical comparison of work obtained from different sources, measured by matters opened and followed by a detailed breakdown by matter. |