Monthly Reports and Insights
Monthly Reports and Insights
Intelligence tier firms receive automated monthly reports that provide a comprehensive view of firm performance.
What's Included
Each monthly report contains:
Executive Summary — Total matters opened and closed, revenue collected vs. billed, staff utilisation average, client satisfaction score.
Financial Breakdown — Revenue by matter type (custody, maintenance, divorce, commercial, etc.), top 10 matters by revenue, outstanding receivables aging report, VAT collected and payable.
Operational Metrics — Average matter duration by type, deadline compliance rate, document generation usage, chatbot lead conversion rate.
Predictive Insights — Estimated case durations for active matters (based on historical data and matter complexity), revenue forecasting for the next quarter, matters at risk of becoming unprofitable (see Managing Case Status and Workflow for profitability tracking).
Accessing Reports
- Navigate to Analytics → Reports.
- Select the month you want to view.
- Click Download PDF for the white-labelled version (includes your firm's branding — see Customising Your Firm Branding).
- Or view the interactive version in the browser.
Distribution
- Reports can be automatically emailed to partners on the 1st of each month.
- Configure recipients under Settings → Report Distribution.
- The PDF version is branded with your firm's logo and colours.
Tips
- Use the predictive case duration estimates to set realistic client expectations.
- Compare month-over-month trends to spot issues early.
- Share the profitability report with partners to inform practice area strategy.
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