Overview
The Unbilled Work Report (WIP) is your key to a complete view of all time and expenses that haven't been invoiced yet. It's designed to help you streamline your billing process, protect your firm's earned revenue, and easily spot any potential roadblocks.
The core question this powerful report answers for you is: "What billable work is ready to be invoiced, and how long has it been waiting?"
Step-by-Step Instructions
Locate and click the Reports tab in the left-hand navigation pane.
Under the Productivity Reports section, select the Work in progress Report.
In the top-right corner, click Customize Report. You can tailor the output by:
Core Data Points: Client, Case, Activity, Date, and Total Days Unbilled.
Filtering Options: Refine your view by Date Range, Client, Case, Lead Attorney, Originating Attorney, Firm User, Practice Area, Office, Case Status, Case Stage, Billing Type, Revenue Account, Referral Source, Recent Activity (in days), Days Unbilled (in days), and Custom Fields.
Metrics: Easily calculate totals, averages, unique counts, minimums, and maximums across your data.
Once you have customized the report to fit your needs, click Run Report.
Once the report is generated, click the More button to print, export, refresh, or save your report.
How You Can Use This Report (Benefits)
Leverage the WIP Report for smarter, faster billing and revenue protection:
Protect Revenue: Instantly find unbilled time and expenses before they are overlooked or forgotten, making sure your firm captures every dollar earned.
Boost Accountability: Filter by Lead or Originating Attorney to see exactly who has pending work and prompt timely follow-up.
Spot Trends: Drill down into specific clients, cases, or practice areas to identify where the bulk of your unbilled work is concentrated.
Manage Capacity: Quickly identify users with a high volume of unbilled activity—a great way to signal potential billing backlog or capacity issues.
Gain Firm-Wide Clarity: Filter by Office or Practice Area, or group by Billing Type, for a comprehensive overview of your firm’s total unbilled exposure.