REPORTS
Analytical Intelligence
Transform firm data into actionable insight. Real-time dashboards, utilization tracking, and revenue analytics built for data-driven practice management.
FIRM SNAPSHOT — JUNE 2025
Billable Hours
847.5hrs
+12%vs last month
Revenue
$318,412
+8%vs last month
AR Aging
$142,890
$38,200overdue >90d
Utilization
78%
-7%below 85% target
ATTORNEY UTILIZATION — JUNE 2025
AttorneyBillableNon-BillTotalUtilizationTarget
R. Dalton168.532.0200.584%85%
M. Lopez155.045.5200.577%80%
A. Chen142.038.0180.079%80%
K. Patel182.018.5200.591%85%
S. Williams200.00.5200.5100%85%
Firm Avg169.526.9196.486%83%
MONTHLY REVENUE — 2025
Custom Report Builder
Drag-and-drop report designer with filters, grouping, and calculated fields. Save templates and schedule automated delivery to stakeholders.
Tax-Ready Exports
One-click export of billable hours, revenue, expenses, and trust account activity in formats ready for your accountant and tax filings.
Practice Area Analytics
Break down profitability, utilization, and realization rates by practice area, attorney, client, or matter type to identify growth opportunities.