Reporting for Law Firms

Reporting & Analytics Software for Law Firms

Law firms need to track matter profitability and billable hours while demonstrating legal value to clients. Our reporting software provides dashboards showing matter profitability, billable hour utilization, attorney utilization, and revenue forecasts. Generate client reports automatically and make data-driven decisions about pricing, resource allocation, and matter selection.

80%
Less time on reporting
37%
Higher legal margins
44%
Better matter selection

Reporting Built for Law Firms

Law firms face unique reporting challenges when trying to understand business health and make data-driven decisions that generic tools cannot address. With hourly billing with detailed time narratives and flat-fee arrangements, your team of attorneys, paralegals, legal assistants, and office managers needs a reporting system that understands capturing detailed billable time narratives across dozens of matters while meeting ethical billing requirements. AgencyPro's reporting capabilities are designed specifically for service businesses like yours. Rather than forcing you to adapt enterprise software or cobble together freelancer tools, AgencyPro streamlines the collection, analysis, and visualization of agency performance data in a way that matches how law firms actually operate. Generating financial reports, Analyzing team productivity, Monitoring client health, Tracking business KPIs — all connected to your client projects and team workflows. The impact of poor business health visibility and making data-driven decisions compounds quickly for law firms. When your team is flying blind without actionable metrics to guide growth decisions, it affects not just your bottom line but your client relationships and team morale. Key metrics like revenue per employee, project margins, client retention rate determine whether your agency thrives or merely survives. AgencyPro gives you the visibility and automation to optimize these metrics and build a more profitable, scalable operation.

Why Law Firms Need Better Reporting

Legal practices managing case work, client communications, document reviews, and billing across practice areas.

Legal matter profitability is unclear when billable hours and matter revenue aren't tracked together

Billable hour utilization across multiple matters is invisible, making capacity planning difficult

Client reports lack legal value metrics when case outcomes and satisfaction aren't measured

Revenue forecasting is inaccurate without visibility into active legal matters and pipeline opportunities

How AgencyPro Solves Reporting for Law Firms

Real-time dashboards and automated reports covering revenue, profitability, utilization, and project performance.

Track legal matter profitability by comparing matter revenue to billable hours and costs across all active matters

Monitor billable hour utilization rates to identify capacity, balance attorney workloads, and optimize resource allocation

Generate client reports showing case progress, legal work completed, and satisfaction metrics

Forecast revenue accurately by tracking active legal matter values, pipeline opportunities, and completion probabilities

Key Benefits for Law Firms

See Your True Profitability

Understand margins at the project, client, and service-type level. Stop guessing which work is profitable and start making pricing and staffing decisions based on real data.

Monitor Team Performance

Track utilization rates, billable hours, and productivity trends across your team. Identify when to hire, who needs support, and where training investments will pay off.

Client Health Dashboard

See retainer utilization, satisfaction indicators, and revenue trends per client. Catch at-risk accounts before they churn and identify expansion opportunities.

Data-Driven Growth Planning

Revenue forecasting, pipeline analytics, and capacity planning dashboards give you the visibility needed to set realistic growth targets and execute on them.

How It Works

1

Time & Cost Tracking

Automatically collect billable hours, matter costs, and revenue data from integrated time tracking and invoicing

2

Dashboard Analysis

View real-time dashboards showing matter profitability, billable hour utilization, attorney utilization, and revenue forecasts

3

Client Reporting

Generate and share automated legal reports with case progress, legal work completed, and satisfaction metrics

Frequently Asked Questions

How does reporting help with legal matter profitability?

Reporting software combines legal matter revenue with billable hours and matter costs to show true profitability. You can see which legal matters are profitable, which are breaking even, and which are losing money. This helps you identify profitable matter types, adjust pricing, and make data-driven decisions about which matters to take on. Profitability reports show margins by matter, client, and legal practice area.

Can you track attorney billable hour utilization?

Yes, utilization reports show how much time each attorney spends on billable legal work versus non-billable activities. You can see which attorneys are overloaded, which have capacity, and identify utilization trends over time. This helps you balance attorney workloads, prevent burnout, and optimize resource allocation across matters. Target utilization rates help you plan hiring and capacity.

How does this help with client reporting?

You can generate automated client reports showing case progress, legal work completed, and satisfaction metrics. Reports can include case milestones, legal research completed, and court appearances. This ensures clients always see legal value and case progress. Automated reporting saves hours of manual work and keeps clients informed.

What about revenue forecasting for law firms?

Revenue reports combine active legal matter values with pipeline opportunities and completion probabilities to forecast future revenue. You can see revenue projections for the next quarter or year based on active matters, expected completions, and pipeline conversion rates. This helps you plan resources, set goals, and make strategic decisions about law firm business growth.

Improve Legal Profitability

Stop guessing about matter profitability. See how reporting software helps law firms track margins and optimize pricing.