- Task Codes
- Expense Codes
- Professionals and Rates
- Clients and Matters
- Tax Listing
- Abbreviations
- Related Parties
- 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:
