Managing the Firm Reports

  1. Task Codes
  2. Expense Codes
  3. Professionals and Rates
  4. Clients and Matters
  5. Tax Listing
  6. Abbreviations
  7. Related Parties
  8. Relationships

Task Codes

A list of categories for Time Entries.




Example Task Codes report with default parameters selected:


Expense Codes Report

This shows categories for Expense Entries.



Example Expense Codes report with default parameters selected:


Professionals and Rates Report

List of Professionals and their Hourly Rates



Example Professionals and Rates report with default parameters selected:


Clients and Matters Report

Details of Client contact and Client billing settings including Matter details.



Example of 'Client Simple' Report Type:


Example of 'Client Detail' Report Type:


Example of ' Client Matter' Report Type:


Taxing Listing Report

Report shows Tax listing by Client.



Example Tax Listing report with default parameters selected:


Abbreviations Report

Report shows a list of narratives with Abbreviations.



Example Abbreviations report with default parameters selected:


Related Parties Report

List of people related to a Client or Matter.



Example Related Parties report with default parameters selected:


Relationships Report

Relationships of people related to a Client or a Matter.



Example Relationships report with default parameters selected: