LawRD

Peter Van der Alden

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Reports

A collection of filters let's you ask almost for any kind of report.

How much did we collect from a given client since the beginning of this year?
How much did we bill in the last 7 months?
Who's the most profitable employee?
And what about the most profitable client?

Generating report, please wait.

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About the Reports:

LawRD works five main entities: clients, matters, managers, originators and lawyers. Note that the last three are all employees of the company and users of the system. They are grouped according to their roles in each matter.

The Reports module delivers data collected throughout the system and uses these entities to generate useful pointers to the performance of each one and of the company as a whole.

After choosing the entity you want to aggregate your data by, you can choose the group of pointers you want to see. Then you can filter your data by period, or by one of the filters present on screen.

About the Pointers:

Number	Name	Explanation	Interpretation
#01	Turnover	Sum of all invoices.	A big column is a good sign.
#02	Unbilled	Billable work and expenses already approved but not yet billed.	If it's not really short it shows we have too much work ready to be billed, but not yet so.
#03	Unpaid	Unpaid invoices - how much clients owe us.	This column should be small, otherwise we have problems collecting our money..
#04	Expenses	Billable expenses.	A big column is a good thing.
#05	Net Worth	*Turnover* - (*Actual Cost* + Unbilled Expenses).	Big is very good - it means our costs are low when compared to how much we charge..
#06	Expected Time	Whoever creates a task can enter the time it supposedly takes to complete. This bar sums them all up..	---
#07	Actual Time	This is the real time spent on tasks..	---
#08	Actual Cost	If you take the real time and multiply it for the fees of the lawyers involved, you get this..	---
#09	Turnover, in hours	Total hours billed to clients..	A big column is a good sign.
#10	Plan Accomplish Ratio	*Expected Time* / *Actual Time.*	The closer to 100%, the better expectations are met, regarding the time it takes to accomplish the tasks, generally speaking..
#11	Work Profitability	*Turnover* * Hourly Rate / *Actual Cost.*	above then 100% means work is profitable.
#12	Total Profitability	*Turnover* / (*Actual Cost* + Unbilled Expenses.	Above 100%, means work + expenses are profitable..
#13	Turnover Share	*Turnover* / *Total Turnover.*	It shows the turnover share of this entity in the company..
#14	Time Productivity	*Turnover, in hours* / *Actual Time*.	If this value goes beyond 100% it means we are charging more time than we work..
#15	Inefficiency Share	(*Actual Time* - *Turnover, in hours) / (Total Actual Time* - *Total Turnover, in hours*).	This pointer shows the inefficiency share of this very entity in the company..