Reporting for Lawyers
Financial Clarity Without CRM Migration.
A tailored financial dashboard that sits over your existing CRM and gives Practice Managers and Partners instant answers — without changing your software.
See Reporting in ActionProblems We Solved
Law firm Practice Managers and Partners waste hours extracting financial data from LEAP and Actionstep. They can't easily answer:
Billing Performance
Practice Managers and Partners need instant visibility into billing performance, but LEAP and Actionstep make it harder than it should be. Data is scattered across reports, forcing hours of manual work just to understand how the firm is tracking. What should take seconds takes an entire afternoon.
Recoveries
Tracking what's billed versus what's collected in LEAP or Actionstep means digging through spreadsheets and cross-checking records. Instead of a clear view of cash flow, Practice Managers are stuck reacting to problems after they've already hit the bottom line.
Write-offs
Write-offs are difficult to track across matters and fee earners. Without clear visibility, the real cost of unbilled or waived time is invisible until it's too late — impacting firm profitability without anyone realising it's happening.
Individual Lawyer Performance
Partners need to understand how each fee earner is performing against targets — billings, utilisation, recoveries — but pulling that data from LEAP or Actionstep is a manual, time-consuming exercise that rarely happens consistently.
What It Does
Reporting for Lawyers sits over your existing CRM and delivers a tailored financial dashboard that answers your billing, recovery, write-off, and performance questions instantly.
Why It Matters
Instant visibility
Better decision-making
Reduced admin burden
Performance accountability
Next Steps
Tell Us About Your Challenge
Schedule a Teams call with our Melbourne-based team and tell us what you're wanting to achieve and when.
We'll Explore Solutions
We'll explore different approaches that can work with, and enhance your existing systems and processes.
We'll Present a Fix
We'll present the time and costs involved with solving the challenge, along with the quantifiable benefits of doing so.
Schedule a Call
To discuss what you're wanting to achieve.
Or, Tell Us What You're Wanting to Achieve?
Our team will review this and get back to you promptly.