Law Firm Reporting Software
- Details
- Written by: Legal Workspace
Legal Workspace is law firm reporting software with 50+ business and financial reports on matters, fees, WIP, debt and client money, for £50 per user.
Good decisions need good information. Because Legal Workspace holds matters, time, bills and client ledgers in one system, its reports use the same data your team works with every day.
More than 50 business and financial reports cover matters, fees, WIP, debt and client money, with access controlled through permission groups.
Business & Financial Reports at a glance
- Reports: more than 50
- Coverage: matters, fees, WIP, debt and client money
- Access: control who can run system reports
- Cost: included at no extra cost
- Price: £50 per user per month, with every feature included
Law Firm Reporting Features
See how your firm is performing, what is still unbilled and who owes what, without building spreadsheets.
More than 50 law firm reports included
Legal Workspace includes more than 50 business and financial reports, covering matters, fees, WIP, aged debt and client money, all included at no extra cost in onePlan.
Know what is unbilled
WIP reports show recorded work that has not yet been billed, so you can see which matters are ready to bill and stop valuable time from going unpaid for months.
Chase debt early
Aged debt reports show which clients owe money and for how long, so overdue invoices are followed up early rather than written off later, helping protect your cash flow.
See how fee earners perform
Reports on fees and recorded time show how each fee earner, team and the firm as a whole are performing, helping with planning, targets, supervision and appraisals.
No exporting to spreadsheets
Reports run directly from the data already in Legal Workspace, so there is no exporting, copying or re-keying figures into spreadsheets at the end of every month.
Control who can run reports
System reports have their own permission settings, so financial and performance information is only available to the partners, managers and staff who need to see it.
See every feature in action
Book a free, no-obligation demo and we'll show you how Legal Workspace would handle your firm's matters.
Frequently asked questions
Law firm reporting software turns the data in your case management system into reports on matters, fees, WIP, debt and client money, so you can see how the firm is performing.
Legal Workspace includes more than 50 business and financial reports.
Yes. WIP reports show recorded work not yet billed, and aged debt reports show which clients owe money and for how long.
Yes. Reports cover client money as well as matters, fees, WIP and aged debt.
No. Every report is included in onePlan at £50 per user per month.
Law Firm Case Management Software Features
Legal Workspace brings every part of running a law firm into one system, from client and matter management to billing, legal accounts and e-signatures. Every feature is included in onePlan for £50 per user per month, with no tiers and no add-ons.
Client & Matter Management
Manage every client and matter in one place, with case fields for 22 practice areas and 380+ matter types, plus your own custom matter types.
Document Management
Store every document against the right matter, build your own templates or use your existing ones, and fill in client details automatically.
Microsoft 365 & Calendar Sync
Edit Word, Excel and PowerPoint files online, and sync key dates to your Outlook calendar with the case reference and reminders already included.
Email Management
Send, save and auto-file emails and attachments to matters through Microsoft 365, so every file stays complete.
Key Dates & Reminders
Set key dates on every matter and send multiple reminders to caseworkers or clients by email or text message, with no extra charge for texts.
Tasks & Workflows
Assign tasks to the right person, track progress and each matter's stage, and keep the whole team working to the same process on every file.
Attendance & Consultation Notes
Record attendance and consultation notes against each matter, and create your own templates to save time.
Time Recording
Record time in 6-minute units with a timer, or directly from emails, calls, attendances, and documents, so you capture every chargeable minute.
Billing & Invoicing
Create draft bills, invoices and credit notes, record disbursements and track WIP and aged debt, so you get paid faster for the work you do.
Legal Accounts
Keep client ledgers and trust accounting alongside each matter, and record cash payments in the receipt book, so client money is always accurate.
Unlimited E-Signatures
Send documents for e-signature as often as you need, at no extra cost, and have every signed PDF automatically filed back to the matter.
Secure Client Portal
Share documents and case updates with clients securely online, cutting down on phone calls and emails while keeping your clients fully informed.
User Roles & Permissions
Control who sees what with permission groups and access levels for each module, and mark sensitive matters private so only the right people see them.
Business & Financial Reports
Run 50+ business and financial reports on matters, fees, WIP, debt and client money, so you always know how your firm and your fee earners perform.
iOS & Android Apps
Use the fast Legal Workspace apps for iPhone and Android to manage your clients and matters on the go, whether you are in court or out of the office.
Secure Cloud Hosting
Work securely from any modern browser on PC or Mac, with your data stored in a UK-based data centre, daily backups and free software updates included.
