Steps:
- Use your assigned credentials to access the system.
- Once on the dashboard, locate and click on the Reports module.
- Click on “Management Reports” then select relevant report you wish to view from the dropdown.
- Performance Report – Advocate: This report provides a breakdown of each advocate’s earnings based on billable items included in client invoices.
- Performance Report – Department: Evaluates how specific departments (e.g. Litigation, Conveyancing, Commercial) are performing.
- Performance Report – File Type: Assesses performance based on the nature of files (e.g. criminal, commercial)
- Performance Report – Branch: Breaks down performance by office branch location.
- Client Balances Report: Shows how much money each client has available or outstanding in their respective files.
- Files with Debit (Negative) Balances: Lists all files where the expenses or disbursements exceed the available funds.
- Earning Per Client: Breakdown of how much income has been generated from each individual client.
- Earning per client type: Tracks revenue based on categories of clients
- Earning per file type: Shows income based on the type of legal matter or service offered (e.g. conveyancing, litigation)
- Earning per fee earner: Details the revenue generated by each lawyer working on billable matters.
- Client Statement: A detailed summary that outlines all financial transactions related to a client, including payments received, invoices issued and any outstanding balances.
- Statement of Account: Provides a summary of all invoiced amounts, payments received and any outstanding balances. It offers a clear view of the client’s financial position by outlining what has been billed, what has been settled and what remains due.
- Settled invoice for distribution: Refers to invoices that have been paid by clients, and now the earnings can be distributed (e.g., commissions to staff).