Timekeeper’s Time Report
The Timekeeper’s Time Report provides you with comprehensive data about each billable personnel’s activities.
Time & Billing
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Timekeeper’s Expense Report
The Timekeeper’s Expense Report provides details of matter expenses entered by different personnel.
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Timekeeper’s Weekly Summary Report
The Timekeeper’s Weekly Summary Report can be used for various productivity measurement purposes. It provides a weekly time log for the entire firm.
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Pre-Bill (Matter Billing Report)
As a Matter Billing Report, you can look at all billed and unbilled time and expenses by matter.
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Matter Billing Log Report
This report allows you to view and download all the activities for all your clients, for one client, or for a matter in one place.
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Work in Progress (WIP) Summary Report
The Work in Progress (WIP) Summary Report provides a detailed WIP breakdown by timekeeper, matter, or client.
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Client Balance Report
The Client Balance Report shows a detailed billing related balance statement for ALL matters of a client. Balances shown are unbilled and unpaid amounts, retainer balances in operating and trust accounts. To access the report, go to Reports > Billing > Client Balance
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Client Billing Balance Report
The Client Billing Balance Report shows a detailed balance statement for ALL matters of a client as of a particular date. The balances shown are unbilled and unpaid amounts.
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Balance by Matter Name Report
If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy, etc.), this report provides important balances grouped by matter name as of a particular date.
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Billing Balance by Matter Name Report
If you use matter names as a type of business (e.g. Purchase, Bankruptcy, etc.) that you do, this report provides important balances grouped by matter name as of a particular date.
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Balance by Expense Name Report
The Balance by Expense Name Report provides a breakdown of the soft cost and hard cost expenses by their name. Firms can use this to verify that the expenses charged to their clients are accurate. This report is particularly helpful for auditing purposes. To access the report, go to Reports > Billing > Balance by Expense …
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Matter Billing Rate Report
This report lists billing rates applied to all hourly matters, for each individual Timekeeper. This is a useful report to review rates and fix any potential discrepancies.
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Time Expense Flag Report
The Time Expense Flag Report lists time/expense cards that are marked with special flags.
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Invoice Status Report
The Invoice Status Report lists invoices and their status whether paid or unpaid in a given duration.
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Split Billing Report
The Split Billing Report helps you verify that the configuration of fee and expense percentages in your split billing details is accurate.
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Split Billing Verification List
The Split Billing Verification List helps you identify how all of the fees and expenses split from the main matter to the split matters.