Reports: what they show and who sees them
Firm reports (matters, hearings, overdue items, leads and new clients) for the owner and partners on paid plans.
Last updated:
The Reports page is a quick view of the firm's workload. Reach it from the Tasks page with the Reports button; its figures come from the firm's current data (the time of the last update is shown).
Who sees it and on which plan
- The owner and partners only; the accountant, lawyers and paralegals do not see it. The reason is that owners and partners see every matter, so the figures are complete.
- On Solo and Firm. On the Free plan a card says Reports are on paid plans. See Compare plans.
What is in it
- Open matters per lawyer, Open matters by court type and by stage.
- Hearings: This week, Next 7 days and a chart of the next seven days.
- Overdue per member: Overdue tasks and Overdue deadlines.
- Leads for the last 30 and 90 days: the total, Conversion to engaged and the breakdown by stage and by source.
- New clients per month for the last 12 months.
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