Reports & Dashboards
Gain insights into various aspects of your operations, performance, clients and matters.
Dashboards
Analyze profitability by client, matter, practice area, or attorney to identify high-value clients and areas for improvement.
Customizable
Drag-and-drop interface for creating personalized dashboards tailored to individual roles and preferences.
Insightful
Widgets for displaying key performance indicators (KPIs), charts, graphs, and tables relevant to different practice areas or functions.
Comparative
Comparative analysis of billed amounts, collections, and outstanding balances over time. Interactive charts with drill-down capabilities for exploring detailed data behind summary metrics.
Reports
Forecasting tools for projecting future revenue based on historical billing data and client engagement pipelines.
Pre-built Report Templates
Use standardized report templates for common cases such as time and billing, case management, client activity, and financial performance to forecast the progress.
Ad-hoc Reporting
Build a report with Ad-hoc report builder with intuitive query tools and filters for generating custom reports on-demand.
Scheduled Report Delivery
Ensure timely and consistent access to your data by scheduling report deliveries via email or other preferred channels, keeping you and your team informed without any manual effort.
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Other Features
Explore the full range of capabilities our platform offers.