Management Reports

Law firms, just like any other business, need critical information to make internal adjustments or verify if their legal practice management system is moving in the right direction. The creation of management reports is currently the most convenient and effective way to show in more details data that may be relevant to the firm's attorneys, administrative or accounting staff.

Your firm produces a significant amount of information, which is separated by modules or sections within the web application and makes it difficult to understand what is happening in a specific area of your business or in general. That is why Maatdesk with its module for management reports becomes the ideal complement to create summaries, or condensing data linked to billable client activity, balance and transactions in the trust account, payments made, funds transfer, unbilled action or the process, and other relevant information. You can also create a summary of your invoices, their status, and invoiced activity by legal matter, listings of all legal cases classified by attorneys or current state; as well as productivity summary by client and user, based on the amount collected, invoiced, or not invoiced.

Create and Manage Specific Reports

With our case management software, you will be able to create and manage specific reports related to data collected by your legal billing system, client data, and those linked to specific legal cases. You can generate reports about productivity and revenue in your legal practice. For your convenience, you can also view these reports in a web version, or export them in Excel and PDF format for other uses, including printing or integrating them with other platforms and programs.

Your firm produces a significant amount of information, which is separated by modules or sections within the web application and makes it difficult to understand what is happening in a specific area of your business or in general. That is why Maatdesk with its module for management reports becomes the ideal complement to create summaries, or condensing data linked to billable client activity, balance and transactions in the trust account, payments made, funds transfer, unbilled action or the process, and other relevant information.

You can also create a summary of your invoices, their status, and invoiced activity by legal matter, listings of all legal cases classified by attorneys or current state; as well as productivity summary by client and user, based on the amount collected, invoiced, or not invoiced.

Task Management Features

With our system for management reports, you will be able to generate detailed summaries that will allow you to:

  • Determine the outstanding balances of all invoices receivable and those that are pending or due by the system user, by the client and by the case .
  • View invoices with pending balances and incomplete payments made in them, as well as forgiven amounts.
  • View history of a legal matter by client with details of unbilled, expired, and paid invoices.
  • View balance by client or by unbilled invoices, invoiced expenses, work done, pending or in progress.
  • View invoice payment record by the client or by case and transactions.
  • View summary of transactions by clients that includes entries and exit of funds, origin and destination, balance, and legal case.
  • See detailed record and balance of trust account per client.
  • See a detailed and fast history of amounts billed to specific customers.
  • Measure performance by attorney, client, or case, through the extensive registration of hours, expenses, amounts billed, unbilled and collected.
  • View invoices that have not been paid according to the time of the pending balance.
  • See record of activities or legal issues not invoiced and invoices pending approval.
  • View customer activity summary of all services billed, not billed, and expenses by case.
  • View detailed transactions in a specific trust or operations account.
  • View detailed records on legal matter management or cases precisely by attorney handling the case.
  • View summary record of total balances or balance of all trust accounts .
  • See contact information list linked to each particular case.

Management Reporting Solutions
for your Legal Practice

Every legal practice management approach has its specifics. For this reason, having a system for managing reports designed exclusively for the use of professionals in this field and their needs is an advantage that will help you manage and become more efficient on a day-to-day basis and immediate future in the legal industry.

A dynamic legal practice management tool like Maatdesk allows you to get the most out of all the information you work with on a daily basis, offering solutions to generate reports in a more detailed, economic and customized way. Our program gives you the possibility of obtaining reports based on precise criteria, whether you want information linked to an attorney, case, or specific client, or information that already exists in the system. You can select to view the results of one or all of your practice areas and classify them by parameters and date range.

With case management software like Maatdesk, you will have the flexibility to store reports in a digital or print format, or in the format that is most convenient for your category of business, whether private practice or a law firm with a large number of attorneys. No doubt Maatdesk is a tool that will contribute a lot to the understanding, successful functioning, efficient and dynamic operation of your legal practice.

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