LeanLaw offers a suite of reporting tools accessible through the Reports page, accessible via the main navigation bar at the top of the LeanLaw page. You can also access it via the following link: LeanLaw Reports Page.
Note: In order to access the reports page, you will need to have the necessary permissions. If you are unable to access reports, please reach out to your firm's Principal user with firm settings privileges.
Here’s a overview of the functionality and the types of reports available:
Functionality
Data Presentation: Specialized metrics are used to present your firm's data in each report.
Navigation and Sorting: Filters help navigate and sort data for better analysis.
Output Options: Reports can be printed or exported as .csv files for external use.
Good to know:
WIP stands for "Work in Progress." It tracks hours worked that aren't yet billed in an invoice. With LeanLaw, you can see these details in reports, giving you a clear picture of your firm's work without needing to send out invoices early.
Reports Overview
By Client and Matter:
Billable: Tracks billable totals by client and matter, distinguishing between billed and unbilled items.
Click on the client to drill into the report and see additional detail.
Productivity: Measures billed and unbilled hours, amounts, the value of the hours worked, fixed fee hour values, expenses, and reports on write-downs.
Click on the client to drill into the report and see additional detail.
Ready to Bill / WIP: Summarizes unbilled totals, fixed fees, expenses, receivables, last payments, and trust balances ahead of monthly billing.
Click on the client to drill into the report and see additional detail.
WIP, Billed, Collected: Tracks services and expenses from all unbilled, billed, and collected statuses, sorted by client. Includes drafted services and expenses.
Click on the client to drill into the report and see additional detail.
Revenue: Analyzes revenue by comparing billed work against payments collected.
Click on the client to drill into the report and see additional detail.
By User:
Billable: Summarizes billable totals by user, including fixed fees, expenses, and contingency.
Click on the user to drill into the report and see additional detail.
Productivity: Measures billed and unbilled hours, amounts, the value of the hours worked, fixed fee hour values, expenses, and reports on write-downs, categorized by user.
Click on the user to drill into the report and see additional detail.
Compensation (Revenue by Attorney): Splits collections into user compensation based on contributions and firm, origination, and responsible allocation percentages.
Click on the user to drill into the report and see additional detail.
Collected by Originating: Details revenue from matters originated by specific attorneys, including origination amounts and percentages.
Click on the user to drill into the report and see additional detail.
Billed by Originating: Totals all billed line items and credits by their originating user(s)
Click on the user to drill into the report and see additional detail.
WIP, Billed, Collected: Provides performance overviews by totaling work in progress, billed, expenses, and collected data based on their current status, sorted by user.
Click on the user to drill into the report and see additional detail.
WIP detail: Shows time entries and expenses ready to be billed, detailed by each user. You can also see descriptions and check billed items.
By Responsible Attorney:
Billable: Totals the billable hours, fixed fees, and expenses for each user marked as responsible on a matter.
WIP, Billed, Collected: Lists totals for responsible attorneys, tracking billable work and collections.
Click on the user to drill into the report and see additional detail.
Collected: Totals the services and expenses from collected payments, sorted by Responsible user.
By Practice Area:
Billable:
WIP, Billed, Collected: Organizes totals by practice area, tracking work from unbilled to collected.
Revenue: Compares billed work against revenue, segmented by practice area.
Accounting:
Receivables: Shows overdue and outstanding balances.
Trust Report: Lists trust balances against work in progress for billing adjustments.
Specialized Client and Matter Reports:
Contingency Statement and Expense Period: Analyzes contingency matters and expenses over selected time periods.
Fixed Fee Profitability: Evaluates profitability of fixed fee arrangements.
Client Contact: Lists client contact information for export.
Matter Activity and Rates: Reviews matter activity and rate structures.
Customizable Reports:
Period Reports: Highly customizable reports based on selected metrics, periods, and groupings.
Custom Checkbox Report: Compares billing for marked and unmarked time entries.
My Reports:
My Compensation and My WIP, Billed, Collected: Personalized reports showing an individual user’s contributions and profitability.
This comprehensive suite of reports in LeanLaw enables firms to monitor and enhance their operations effectively across various dimensions. For further details on each report, click the report titles within the Reports page.