Legal Reporting for Law Firms
Monitor Your Firm’s Performance
Get clarity into how your law firm is performing with Actionstep’s legal analytics tools to make the most strategic business decisions for your firm’s future. Gather daily insights to identify opportunities to enhance productivity, efficiency, and overall revenue for your law firm.
Drive your law firm forward
Access accurate, real-time data to help grow your firm’s success. Use powerful reporting tools and data views to see captured billable hours, performance of practice areas and staff, time recording records, client information, and more.
Export data and create pre-built reports for unique insights into day-to-day details and strategic information about how your law firm is performing to help you manage and grow your business more efficiently.
Get insights into how your firm is performing
Easily pull reports that track and measure your firm’s effectiveness in maintaining and growing client relationships and bringing in new business. Run reports using criteria such as practice area, lawyer, and client to identify your most profitable areas and opportunities.
Additional analysis criteria include:
• Time and Fee Entries
• Work in Progress (WIP)
• Client Transactions
• Bill Journal
• Aged Receivables
• Fee Allocation
• Write-offs
• Client Profitability
Measure and compare your law firm’s performance
Gain valuable insights into your practice’s performance with Actionstep’s comprehensive reports. Maintain a close watch on employee activities and generate performance reports to ensure optimal firm management. Customize filters to create specific comparison reports, providing you with clear concise summaries of various areas of your law firm’s operations.
Keep tabs on your firm’s financial health
Explore trends and reports to make informed financial decisions and gain deeper insights into your business’s fiscal performance.
Financial ReportingBilling Reports
Run reports to track productivity and profitability of your firm overall or see a breakdown by fee earners or matter types.
Accounting Reports
Easily access accounting reports for detailed insights into balance sheets, income statements, creditor activity, account entries, and other essential financial data.
Profit and Loss Statements
View a full report of revenue and expenses over a fixed period to assess your law firm’s profitability and net income.
Aged Receivables
Get a detailed view of current and overdue invoice balances grouped by client. Discern the exact amounts owed by clients and the ageing of the associated invoices for more informed decision making on timely invoices.
Integrate with other custom reporting and dashboards
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
