Reporting

EveryClient (Legal) contains a comprehensive list of reports to help you with the day-to-day running of your Law Firm.


The standard reports in EveryClient (Legal) include:

Report Name Description
Accounts Receivable (Ageing) Lists the law firm's accounts receivable according to the length of time an invoice has been outstanding
Case/Matter Resource Assignments Displays a summary of resource assignments for Cases/Matters. It also includes a summary of completed and incomplete tasks
Expenses History Provides a summary of  expenses incurred that pertain to a Case/Matter
Invoice History A summary of invoices generated in the system
Mailing Labels Allows you to create mailing labels for 1 or more clients
Management Report Provides an overall summary of costs/billing etc. 
Payment History Lists all payments made against invoices sent
Sales Tax Summary Provides you with a summary of all Sales Tax charged to clients and paid as part of an expense related to a Case/Matter
Tasks Report Lists all Case/Matter related tasks in the system
Time Sheet History A summary of time sheet items that have been assigned to Cases/Matters in the system
Unbilled Time and Expenses This report lists all time sheet and expense items that have not yet been billed to a client, i.e. all items that have not been added to an invoice

If for whatever reason, the standard reports aren't sufficient, please feel free to ask and we will be happy to discuss your reporting needs.