Page 09 · Product Description

Reports
The platform produces scheduled monthly reports for governance, supervision, and operational review.

Reporting is aimed at different audiences so system administrators, firm management, and individual practitioners each receive the information relevant to them.

What this page covers

  • Global admin reporting covers system health, storage, backups, errors, and user activity.
  • Firm reporting covers matter status, compliance, deadlines, trust reconciliation, and operational trends.
  • Lawyer reporting focuses on personal matter obligations, tasks, deadlines, and unbilled work.

What firms gain

  • Management gets a routine compliance and health snapshot without manual compilation.
  • Issues such as overdue deadlines or backup failures become visible sooner.
  • Archived reporting supports later review and audit questions.

Illustrative image

Reports illustration

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