A clearer view of how your firm works.
Explore firm insights across matter activity, recorded time and collection performance. Use the reporting preview to see where work is moving and which balances need attention.
Open this workspaceAvailable in your signed-in workspace, subject to your plan and permissions.
Show how work is moving across the firm.
Practice activity
See the relationship between active matters, recorded work and client follow-up.
Open across the practice
Ready for invoice preparation
Prepared this month
How it comes together
- 1
Start with the firm view
Look across matter activity, completed tasks and recorded work rather than treating each number as a separate report.
- 2
Follow the financial context
Compare recorded time, invoice totals and receipts. Open the source matter when a balance needs investigation.
- 3
Share a reviewable picture
Export the report and use it to discuss workload and collections. Website traffic remains in the separate website analytics view.