Reports - Clients
Client Ledger
- The Client Ledger - Overview
- Client Ledger Other Tab Report Options
- Entries That Appear on the Client Ledger
- Reports that Reconcile to the Client Ledger
- Finding Matter Totals and Matter Accounting Information
- Finding Client Totals and Client Accounting Information
- Viewing a Provisional Write Off on the Client Ledger
- Displaying the Client Address on the Client Ledger
Client Accounting Ledger
- Client Accounting Ledger Overview
- Entries that Appear on the Client Accounting Ledger
- Reports That Reconcile to the Client Accounting Ledger
- Viewing a Provisional Write Off on the Client Accounting Ledger
Client Summary
- The Client Summary - Overview
- Client Summary - Other Tab Report Options
- Entries That Appear on the Client Summary
- Reports That Reconcile to the Client Summary
- Finding Matters with Unbilled Disbursements That Exceed a Certain Amount
- Finding Active Matters with Zero Balances and no Recent Activity
- Listing all Matter Totals in a Single Report
- Listing all Client Totals in a Single Report
- Listing all Matters with a Retainer Balance in a Single Report
Fees Listing
- Overview of Client Fees Listing
- Client Fees Listing - Other Tab Report Options
- Entries that Appear on the Client Fees Listing
- Reports That Reconcile to the Client Fees Listing
- Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
- Finding Unbilled Fees with a Billable Task Code for a Matter
- Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
- Finding Fees with a No Charge or Non-Billable Task Code
Trust Listing
- Client Trust Listing Overview
- Client Trust Listing - Other Tab Report Options
- Entries that Appear on the Client Trust Listing
- Reports That Reconcile to the Client Trust Listing
- Identifying Matters That Do Not Have Recent Trust Fund Activity
Trust Ledger
- Client Trust Ledger - Overview
- Transactions that Appear on the Client Trust Ledger
- Client Trust Ledger - Other Tab Report Options
- Reports That Reconcile to the Client Trust Ledger
- Providing a History of all Trust Transactions for a Matter
- Finding All Cash Receipts with a Value of $10,000 or More
- Finding Transactions that Result in a Negative Trust Balance
- Firm Totals for Client Trust Ledger Displays Incorrect Bank Account Balances
Work-in-Progress Report
- Work-In-Progress Report - Overview
- Entries that Appear on the Work-in-Progress Report
- Reports that Reconcile to the Work-in-Progress Report
- Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
- Finding Total Unbilled Fees and Disbursements for Working Lawyers
- Finding Matters with Unbilled Fees That Exceed a Certain Amount
- Finding Old Unbilled Fees or Disbursements
- Exclude Contingency Matters from the Work-In-Progress Report
Work-in-Progress by Responsible Lawyer
- WIP Summary by Responsible Lawyer - Overview
- Work-in-Progress - Other Tab Report Options
- WIP Summary by Responsible Lawyer - Other Tab Report Options
- Entries That Appear on the WIP Summary by Responsible Lawyer
- Reports That Reconcile to the WIP Summary by Responsible Lawyer
Closed Files
- Closed Files Report - Overview
- Closed Files Report - Other Tab Report Options
- Entries That Appear on the Closed Files Report
File Location
- File Location Report Overview
- File Location Report - Other Tab Report Options
- Entries that Appear on the File Location Report
List of Clients
- The List of Clients - Overview
- List of Clients - Other Tab Report Options
- Entries That Appear on the List of Clients Report
- Reconciling the List of Clients Report
Matter Status
- Matter Status Report Overview
- Entries That Appear on the Matter Status Report
- Reports That Reconcile to the Matter Status Report
Client and Matter Change Log
Disbursement Analysis and Interest Report
- Disbursement Analysis and Interest Report Overview
- Entries That Appear on the Disbursement Analysis and Interest Report
- Reports That Reconcile to the Disbursement Analysis and Interest Report
- Hard and Soft Cost Analysis Report Overview
- Entries That Appear on the Hard and Soft Cost Analysis Report
- Reports That Reconcile to the Hard and Soft Cost Analysis Report
- Disbursement History Report Overview
- Entries That Appear on the Disbursement History Report
- Reports That Reconcile to the Disbursement History Report
- Negative Expense Recovery Displayed on Hard and Soft Cost Analysis
- The Report Document Specified Is Not Valid
