As a decision maker in your firm, you want access to accurate, up-to-date information that can assist in driving your business forward.
Actionstep’s new Enhanced Billing Mode includes powerful reporting tools that provide all the information you need about your billing, practice areas, staff, time recording, and clients.
These reports are designed to help collate day-to-day details and strategic information about your firm and help you manage and grow your business more efficiently.
You can run reports using different criteria, allowing you to identify your most profitable areas and determine any areas of concern.
Most reports can be summarized by practice area, responsible lawyer, and client for additional analysis, and include:
Over 10 new reports have been designed to give you helpful insights into your firm. The new report parameters (filters) allow you to slice and dice the data any way you want, and concise summaries give you an overall picture of how different areas of your practice are performing.
If you want direct access to your data to create custom reports and dashboards, or to feed business intelligence tools like Microsoft PowerBI, you can get a daily download of your important business metrics that you can load into your local (or hosted) database server. Contact firstname.lastname@example.org for more information.