Business and Financial Reports
- Written by: Legal Workspace
Gone are the days of sifting through stacks of paperwork to gather data. Legal Case Management Software empowers firms to generate comprehensive business reports with a few clicks.
Access to real-time data and comprehensive reports enables law firms to make informed decisions.
Legal Workspace has a wide range of financial, business and marketing reports to review the performance, productivity, and profitability of your company.
Financial reporting tools help law firms manage their revenue, expenses, and billing more efficiently. Firms can easily track outstanding invoices, unpaid disbursements and monitor the financial health of their business.
Whether it’s generating financial reports, tracking case progress, or monitoring employee performance, these reporting features provide the transparency and accountability law firms need to thrive in an increasingly competitive legal landscape.
Reports generated by our system are easy to understand and let you make informed business decisions based on that information. All reports can be exported to PDF format for further analysis if needed.
If you need easy-to-use, affordable, and secure legal case management software, Legal Workspace is a smart choice that requires minimal training with intuitive UX. Book a free demo today!
Wide Range of Reports
Case Status and Progress Reports
Our legal case management software provides case status and progress reports, enabling law firms to monitor which cases are progressing smoothly and which require attention, ensuring that no case falls behind schedule.
Client and Matter Reports
Client and matter reports allow law firms to track the number of new clients & new matters opened and closed during a specific period and see the current status/stage of the matter.
Financial and Revenue Reports
Our legal case management software also includes financial reports, offering law firms insights into their revenue, expenses, unpaid invoices, and profitability.
Task and Deadline Reports
Task and deadline reports provide a detailed view of upcoming tasks and deadlines, helping lawyers and paralegals prioritise their work.
Caseworkers' Performance
Use this performance report to see contribution, current workload, success rate, and revenue generated by each caseworker.
Marketing Reports
Use marketing reports to see which lead sources and channels are performing the best for your business. Review marketing strategies & promotional tactics accordingly.
Interested in our legal case management software?
Contact us by calling 0203 488 0008 or filling in the online enquiry form to book a FREE 60-minute demo of our Legal Case Management Software to see how it works and what our case management software has to offer for your law firm.
Legal Case Management Software: Key Features
Legal Workspace is a feature-rich, yet affordable legal case management software with a ton of useful features to run a law firm smoothly & efficiently.
Client & Matter Management
Improve case handling and manage all aspects of legal cases with ease such as client details, matter details, attendance notes, deadlines etc.
Document Management
Store legal documents, letters and scans separately for each matter. Create custom templates to speed up the process. Free e-signature tool.
Deadlines & Tasks
Keep track of every deadline coming up for each case. Never miss a deadline again by setting up reminders. Create and assign tasks to your team.
Time Recording & Billing
Integrated time recording and billing functionality will help you to generate bills based on recorded time, expenses & disbursements.
Trust Accounting & Invoicing
Keep track of every transaction matter by matter with a detailed client ledger report. Manage invoices, credit notes, and refunds with ease.
Business & Financial Reports
A wide range of business and financial reports are available to improve efficiency and see how your business is doing on a day-to-day basis.
Client Portal
Improve client service with the client portal feature in our case management software. Secure, real-time case updates and document sharing.
Cloud-Based Software
Manage your cases efficiently with our cloud-based legal case management software. Secure, efficient, and accessible on any device, anytime.
