Powerful reporting tools to help you propel your firm.
Drive your business forward
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 includes powerful reporting tools and data views 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.
Get the Insights You Need
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:
- Time and Fee Entries
- Work in Progress (WIP)
- Client Transactions
- Bill Journal
- Aged Receivables
- Fee Allocation
- Client Profitability
Measure Your Performance
Over 10 new reports have been designed to give you helpful insights into your firm. Report parameters (filters) on lists and data views allow you to slice and dice the data any way you want, with concise summaries give you an overall picture of how different areas of your practice are performing.
External Custom Reporting & Dashboards
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. Check out our marketplace for options.Additional Reporting Options