Performance Reports

  1. Firm Performance
  2. Fees Budget
  3. Client Rankings
  4. Professional Profitability
  5. Revenue & Commissions

Firm Performance Report

The report shows the performance of the firm over a period of time.



Example of Firm Performance report with default parameters selected:


Fees Budget Report

This report shows budgeted versus billed and unbilled fees grouped by Client and Matter.



Example of Fees Budget report with default parameters selected:



Client Ranking Report

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



Example Client Rankings report with default parameters selected:


Professional Profitability Report

The report shows profitability per Professional based on billed versus original fees.



Example Professional Profitability report with default parameters selected:


Revenue and Commissions Report

Note: Commissions are only visible to Administrator users. 

Revenue collected per Professional, Manager, and per Responsible Professional.



Example Revenue and Commissions report with default parameters selected: