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.
Reporting Built for Law Firms
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
Time & Cost Tracking
Automatically collect billable hours, matter costs, and revenue data from integrated time tracking and invoicing
Dashboard Analysis
View real-time dashboards showing matter profitability, billable hour utilization, attorney utilization, and revenue forecasts
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.
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More AgencyPro Solutions for Law Firms
Invoicing Software for Law Firms
Professional invoicing with time-to-invoice automation, multiple payment gateways, and branded invoice delivery.
Time Tracking Software for Law Firms
Smart time tracking with project-level timers, billable/non-billable categorization, and team timesheets.
Client Portal for Law Firms
Branded client-facing portal for project updates, file sharing, approvals, and transparent communication.
Project Management Software for Law Firms
Agency-focused project management with task boards, deadlines, team assignments, and client collaboration.
CRM Software for Law Firms
Client relationship management built for service businesses with deal pipeline, contact management, and client lifecycle tracking.
Recurring Billing Software for Law Firms
Automated subscription and retainer billing with payment processing, dunning management, and revenue recognition.
Improve Legal Profitability
Stop guessing about matter profitability. See how reporting software helps law firms track margins and optimize pricing.