My Practice Report Productivity, Activities within the firm.

Business Development Reports
Leads by Lead Owner
Listing of leads grouped by Lead Owner. Click to view report
Potential Case by Funnel
Listing of potential case grouped by stages Click to view report
Potential Case by Practice Area
Listing of potential case by practice area Click to view report
Matter Reports
Matters
Listing of matters, status and account receivable. Click to view report
Matters by Responsible Lawyer
Listing of matters grouped by responsible lawyer Click to view report
Contact Information
Listing of matters with client contact information Click to view report
Clients Reports
Client Activity
A view of the billed and unbilled activities (time and expenses) for the matters of specific clients or across all matters. Click to view report
Client Ledger
A detailed view of client trust and operating transactions (payments, disbursements and transfers) for all clients which includes a summarised view at the bottom of the report. Click to view report
Trust Ledger
A detailed view of client and matter transactions (payments, disbursements, and transfers) and balances across all trust accounts which includes a summarised view at the bottom of the report. Click to view report
Trust Listing
A list of client trust fund balances across accounts for all clients which includes a summarised view at the bottom of the report Click to view report
Work in Progress
A detailed view of unbilled activities (time and expenses) including those on draft bills or bills pending approval. Click to view report
Bank Account Activity
A detailed view of transactions (funds in and funds out) across all bank accounts. Click to view report
Productivity Reports
Productivity by Client
Summary of billable client activity. Click to view report
Productivity by User
User summary of billing performance. Click to view report
Matter Productivity by User
User summary of billable & non-billable activity per matter. Click to view report
Task Reports
Task Progress by User
User progress against their assigned task. Click to view report
Task Productivity by User
Summary of tasks grouped by user. Click to view report
Revenue
Revenue by Clients
Summary of revenue by clients through unbilled, billed and collected amounts. Click to view report
Revenue by Matters Report
Summary of revenue by matters through unbilled, billed and collected amounts. Click to view report
Originating Lawyer Revenue
Summary of collected amounts by originating lawyer. Click to view report
Fee Allocation Report
Summary of invoiced service and expense allocation. Click to view report