Admin
Reports and exports
The built-in reports and how to export data for external analysis.
Reports provide operational and financial insight into your practice. Every report can be viewed in-app, exported to CSV or Excel, and (on Practice and above) scheduled for automated delivery.
Operational reports
Case throughput, average time in stage, deadline compliance, document collection cycle time, and paralegal utilisation.
Financial reports
Revenue by program, aged receivables, trust account reconciliation, and profitability by case type.
Compliance reports
File completeness sampling, audit log summaries, and retention policy status.
Custom reports
On the Practice and Enterprise plans, the report builder lets you construct custom reports over the workspace data model with a visual query builder.