Essential Reports to Manage Your Practice:

Calendar Reports:

  1. Events – Daily Meetings  – by Date, Time,  Count and  Fee Totals
  2. Events – Type Meetings by Type, Date, Time,  Count and  Fee Totals
  3. Events – New Business – Initial Consultations – Outcome and Next Action
  4. Events – Marketing Calendar – Seminars and Registration
  5. Task/Todo – Matter Management – by Matter and Date
  6. Task/Todo – Deadlines/Follow-up – by Category and Date
  7. Task/Todo – Staff Workload – by Staff, Matter and Date
  8. Task/Todo – Delegation Tracking – Delegated to Others
  9. Task/Todo – Management by Exception – Past Due Todo’s
  10. Task/Todo –  by  Category (Drafting, Refer T/Y, Anniversary of Signing, )

Contact Reports:

  1. Contacts – By Date Opened With Status (Track Calls to Consults)
  2. Contacts – By Type,  Date Opened With Status (Monitor New Business)
  3. Contacts – By Consult Date With Status (Track Consults to Retainers)
  4. Contacts – Contacts by Status (Follow-ups)
  5. Contacts – Seminar/Workshop Analysis – With Status
  6. Contacts – Referral  Analysis – by Date with Fee Totals
  7. Contacts – Referral Anaylsis – by Type of Matter
  8. Contacts – Referral Analysis –  (by Refer by Type)

Matters:

  1. Matter Status Lists – for Each Type of File
  2. Matters Opened, Matters Closed, Total Active
  3. Matter List with Fee Total by Orig Attorney
  4. Matter List with Fee Total by Responsible Staff
  5. Matter List with Fee Total by Type of Matter
  6. Matter List with Fee Total by Office Location
  7. Matter List with Fee Total by Referral Name
  8. Matter List with Fee Total by Referral Category
  9. Clients on Yearly Retainer

Other:

  1. Matter Funding – Asset Detail Report
  2. Matter Funding – Asset Funding Validation Report
  3. Matter Review – Signing Anniversary Report