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  2. Clients & Matters

Clients & Matters Reports

  1. Client Rankings Report
  2. Clients and Matters Report
  3. Realization per Client Report

Client Ranking Report

Ranking of clients by total fees worked, billed, and cash receipts.

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Example Client Rankings report with default parameters selected:

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Clients and Matters Report

Details of client contact and client billing settings including matter details

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Example of 'Client Simple' Report Type:

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Example of 'Client DetailReport Type:

Example of 'Client MatterReport Type:

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Realization per Client Report

Realization of billable versus billed time grouped by client and matter

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Example Realization per Client report with default parameters selected:

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