Note: This version of the Firm Time & Expenses report is currently in Beta. We are actively refining the Firm Time & Expenses Report to ensure it provides the most accurate productivity insights. You may notice frequent updates as we improve the experience.
Overview
The Firm Time and Expenses Report provides a consolidated view of all recorded time entries and expenses across your entire law firm. This powerful report aggregates data from every user, client matter, and practice area, offering a singular, comprehensive perspective on where billable time is being spent and what operational costs are being incurred.
What the Report Helps You Do
Firm wide visibility into billable work
Clear visibility into how much total time has been tracked and whether the firm is meeting billing targets
Revenue forecasting
Estimate upcoming billing revenue, what’s unbilled, and whether billing is keeping up with work being performed
Track total case expenses firm-wide
Ensure clients costs are captured and reimbursable expenses are billed back
How to Run a Firm Time and Expenses Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Productivity reports category, select Firm time & expenses.
In the top-right corner, click Customize report.
You can customize your report by:
Filtering the data fields.
Adding/removing and reorganizing the columns in the report.
Sorting the rows based on data type.
Grouping by Entry Type and other data types.
Calculating the total of each data type.
4. Once you have customized the report to fit your needs, click Run report.
Do More with Your Report
Click More to:
Print report
Export as CSV
Export as PDF
Refresh data
To learn more about Customizing Your Reports, click here.