Essential Reports
Essential Reports to Manage Your Practice:
Calendar Reports:
- Events – Daily Meetings – by Date, Time, Count and Fee Totals
- Events – Type Meetings by Type, Date, Time, Count and Fee Totals
- Events – New Business – Initial Consultations – Outcome and Next Action
- Events – Marketing Calendar – Seminars and Registration
- Task/Todo – Matter Management – by Matter and Date
- Task/Todo – Deadlines/Follow-up – by Category and Date
- Task/Todo – Staff Workload – by Staff, Matter and Date
- Task/Todo – Delegation Tracking – Delegated to Others
- Task/Todo – Management by Exception – Past Due Todo’s
- Task/Todo – by Category (Drafting, Refer T/Y, Anniversary of Signing, )
Contact Reports:
- Contacts – By Date Opened With Status (Track Calls to Consults)
- Contacts – By Type, Date Opened With Status (Monitor New Business)
- Contacts – By Consult Date With Status (Track Consults to Retainers)
- Contacts – Contacts by Status (Follow-ups)
- Contacts – Seminar/Workshop Analysis – With Status
- Contacts – Referral Analysis – by Date with Fee Totals
- Contacts – Referral Anaylsis – by Type of Matter
- Contacts – Referral Analysis – (by Refer by Type)
Matters:
- Matter Status Lists – for Each Type of File
- Matters Opened, Matters Closed, Total Active
- Matter List with Fee Total by Orig Attorney
- Matter List with Fee Total by Responsible Staff
- Matter List with Fee Total by Type of Matter
- Matter List with Fee Total by Office Location
- Matter List with Fee Total by Referral Name
- Matter List with Fee Total by Referral Category
- Clients on Yearly Retainer
Other:
- Matter Funding – Asset Detail Report
- Matter Funding – Asset Funding Validation Report
- Matter Review – Signing Anniversary Report