Get instant visibility into your practice. Revenue, productivity, aging — all at your fingertips.
See exactly who owes you money and how long it's been outstanding. The lifeblood of your firm's cash flow.
Track billable hours by timekeeper, client, or date range. Find your most profitable matters at a glance.
Total collections over any period. Know if you're on track to meet your goals.
Complete financial history for any client: time entries, expenses, invoices, and payments in one view.
IOLTA compliance at your fingertips. Know every client's trust balance instantly.
Utilization, realization, and collection metrics by timekeeper. Visual progress bars, trend indicators, and industry-standard targets. The report your firm meetings have been waiting for.
Track where your clients come from. See which referral sources generate the most revenue so you can make smarter marketing decisions with real data.
SCREENSHOT: Reports menu showing all seven report categories: Accounts Receivable, Time Summary, Revenue, Client Ledger, Trust Account, Performance, and Referral Source
All your essential reports in one menu — financial clarity is one click away.
From the main menu, click Reports or use the keyboard shortcut:
⌘ + R to open the Reports menu
You'll see all available report types organized by category: Financial, Time & Billing, Trust Accounts, and Client Reports.
Click the report you need. The most common choices:
Most reports let you specify a date range. Use the quick presets or enter custom dates:
Running end-of-month reports? Use "Last Month" on the 1st to get clean, complete data without partial days.
Narrow your results with powerful filters:
Click Run Report to generate. Your report appears instantly with:
Click any column header to sort. Click again to reverse. Find your biggest outstanding balance or most profitable client in seconds.
VIDEO COMING SOON: Running a report end-to-end — open Reports menu, select A/R Aging, set date range to This Month, click Run Report — instant results with sortable columns
Looping video · No audio · ~10-15 seconds
From menu to insights in 5 seconds. Select report, set date range, click Run. Done.
Every report can be exported in multiple formats:
Click the export icon in the toolbar and choose your format.
Export to Excel when you need to add your own calculations or create charts. The data comes out clean with proper column formatting.
VIDEO COMING SOON: One-click export — click the export icon, choose PDF or Excel, file downloads instantly with clean formatting and proper columns
Looping video · No audio · ~10-15 seconds
Export to PDF, Excel, or CSV with one click. Clean formatting, ready to share.
Invoices over 90 days have significantly lower collection rates. Don't let receivables age—run this report regularly.
SCREENSHOT: Accounts Receivable aging report with 30/60/90 day buckets, client names, outstanding amounts, and total A/R summary
The A/R aging report — your collections roadmap. Sort by days outstanding to prioritize follow-ups.
Run a Time Summary by matter type quarterly. You might discover your "bread and butter" practice area isn't actually your most profitable.
Your state bar requires accurate trust accounting. Run trust reports monthly at minimum. Many attorneys run them weekly.
Build these reports into your regular workflow:
Block 30 minutes every Monday morning for your "financial pulse check." Run A/R and trust reports. You'll catch problems before they become crises.
SCREENSHOT: Sample Monday morning reporting routine: A/R aging report open alongside Trust Summary — the weekly financial pulse check
Your Monday morning pulse check: A/R aging + Trust Summary = 15 minutes of financial clarity.
Can't find exactly what you need? Perry can often build custom reports or show you how to combine existing reports to get your answer.
Contact Support — Usually same-day response