To help you monitor your organization, AdvoLogix Matter Management offers a wide range of Out-Of-the-Box pre-configured reports, accessible in the report folders on the reports tab as listed below OR you can also create new custom reports to access exactly the information you need. For more details on creating a custom report, see Create a Custom Report.
| Report Name | Description |
|---|---|
| Accounts by Active Matters | Active matters sorted by status type. |
| All Contacts Address Report | The full address of each contact with its account, mailing address, email address, phone number, mobile number and fax number. |
| Contacts With Multiple Participants | All contacts that are listed as a participant on a matter, along with the matter name, the contact’s role on the matter and any comments provided on the matter participant record. |
| Report Name | Description |
|---|---|
| Completed Activities By Assigned | Completed activities by assigned user. Includes activity account and matter associated with each completed activity. |
| Open Activities By Matter | Open activities grouped by matter and status. |
| Open Activities This Week | Open activities by week. |
| Overdue Activities By Matter | Overdue activities grouped by matter and status. |
| Report Name | Description |
|---|---|
| Actual vs Estimates by Account | Summarizes each account’s planned and actual transactions by timekeeper and UTBMS code. |
| Actual vs Estimates by Month | Summarizes each matter’s planned and actual transactions by UTBMS code, by month in this calendar year. |
| Actual vs Estimates by Timekeeper (FY) | Summarizes each matter’s planned and actual transactions by UTBMS code, by timekeeper in this fiscal year. |
| Actual vs Estimates by Timekeeper | Summarizes each matter’s planned and actual transactions by UTBMS code, by timekeeper in this calendar year. |
| Actual vs Estimates by Quarter | Summarizes each matter’s planned and actual transactions by UTBMS code, by quarter in this calendar year. |
| Actual vs Estimates by Quarter (FY) | Summarizes each matter’s planned and actual transactions by UTBMS code, by quarter in this fiscal year. |
| Actual vs Estimates by Matter | Summarizes each matter’s planned and actual transactions by timekeeper and UTBMS code. |
| Actual vs Estimates by Month (FY) | Summarizes each matter’s planned and actual transactions by UTBMS code, by month in this fiscal year. |
| Actual vs Estimates by Week | Summarizes each matter’s planned and actual transactions by UTBMS code, by week in this calendar year. |
| Report Name | Description |
|---|---|
| Budgets By Matter | Summarizes each matter’s budget by total budget amount, by month, by UTBMS code, and by both month and UTBMS code. |
| Material UTBMS Budget Changes | Material budget changes to existing budgets. |
| Quota and Hours Budget by Timekeeper | Hour quotas and hours budgeted by timekeeper. |
| Budgets with Budget Details Report | Budgets with related budget details. |
| Parent Budget w/ Child Budgets & Details | View parent budgets with child budgets & details. |
| Report Name | Description |
|---|---|
| Fee Arrangement Performance | A count of the frequency each fee arrangement is utilized in a matter. |
| Fee Arrangements - Lifetime Client Value | Top client accounts by fee arrangement total price. |
| Fee Arrangements by Delivered Margin | Profitability margin as delivered to the client, expressed as a percentage, comparing the list price of a fee arrangement to the cost of actual time and expenses. |
| Fee Arrangements by Price Margin | Profitability margin expressed as a percentage, comparing the list price of a fee arrangement to an aggregate cost of all of its features. |
| MFA - Price Burndown by Date | Cost expended vs cost projected for this matter fee arrangement by date. |
| MFA - Time Burndown by Date | Time expended vs time capacity for this matter fee arrangement by date. |
| Matter Fee Arrangement - Price Burndown | Cost expended vs cost projected for this matter fee arrangement. |
| Matter Fee Arrangement - Time Burndown | Time expended vs time capacity for this matter fee arrangement. |
| Most Profitable Fee Arrangement | The aggregate profit of each fee arrangement used in a matter. |
| Open Contingency Matters by Status | Estimated Settlement Amounts by Matter. |
| Projected Contingency Revenue by Quarter | Projected sum of expected revenue by quarter. |
| Recurring Revenue - Last 12 Months | Historical record of the billed recurring transactions in matter fee arrangements from the previous 12 months. |
| Recurring Revenue - Next 12 Months | Projections of the unbilled recurring transactions in matter fee arrangements over the next 12 months. |
| Top Recurring Fee Arrangements | The total number of active matters for a recurring fee arrangement. |
| Top Recurring Revenue Fee Arrangements | Recurring Revenue by Recurrence Type. |
| Total Hours Worked by Role per FA | Comparison of the Hours worked by Role vs the Hours Capacity by role per matter fee arrangement where the matter is not closed. |
| Report Name | Description |
|---|---|
| Activities by Type | User activity by activity type. |
| Expenses by Type | Total expenses by type. |
| Participants by Role | A summary of participants based on their role. |
| Time by Timekeeper | Summary of time charged by timekeeper. |
| Closed Matter Case Age Report | The ages for all closed matters, along with the matter name, number, status, type and legal hold status. |
| Employment Matters | List of employment matters. |
| Exposure Report by Matter | All financial details by matter type and status type. Also provides a summary across matter types. |
| Inhouse vs Outsourced | Matters managed by in-house legal department vs. outside counsel. |
| Litigation Trends | Summary of activity and status on litigation matters. |
| Matter Age(in Days) Report | All open or closed matters, grouped by age. The matter name, number, status, type and legal hold status are also shown. |
| Matter Aging Report | All matters are shown with the matter name, number, type and age. |
| Matter Allocation | Summary and count of matters based on participant type. |
| Matters by Inhouse vs Outsourced | Total number of matters managed in-house vs. by outside counsel. |
| Matters By Staff Assignments | The matter detail and count based on the staff role assignment to the matter. Role is the one chosen on the Participant record. Includes the matter name, number, type, status and each user assigned to the matter by participant role. |
| Matters By Status | Groups matters by status and shows the matter name, number, type, budget and closed date. |
| Matters By Type/Status | Groups matters by type and status and shows the matter name, number, budget and closed date. |
| Matters Changing Status | Review of matter status changes over a particular time period. |
| Matters Closed by Month Report | All closed matters filtered by a status of “Settled” or “Won”. The matter name, number, type, age and legal hold status are also shown. |
| New, Active, Closed, Spend Litigation | Summary of litigation matters based on status. |
| New Matter Volume By Month | Total number of new matters each month. |
| New Matters Last 7 Days | All new matters created in the last 7 days, along with the matter name, number, type, status, parent matter name (if applicable), budget and assigned user. |
| Offers And Demands | All offers or demands grouped by matter, along with record details. |
| Received vs Closed Matter Report | Comparison of new vs. closed matters. |
| Settlement Report | Summary of matters settled. |
| Total Active Matter Volume By Month | Total active matter volume by month. |
| Total Active Matters By Status | Total active matters by status. |
| Report Name | Description |
|---|---|
| Annual Time By Matter | All timekeeping for the current fiscal year, grouped by matter. |
| Annual Time By Timekeeper | All timekeeping for the current fiscal year, grouped by timekeeper |
| My Time Last 30 Days | Time entered by the timekeeper in the last 30 days. |
| My Time Last 7 Days | Time entered by the timekeeper in the last 7 days. |
| My Time This Quarter | Time entered by the timekeeper in the last quarter. |
| Quota by Month by Timekeeper | Hour quotas by month and by timekeeper. |
| Quota by Timekeeper by Month | Hour quotas by timekeeper and by month. |
| Rates By Timekeepers Report | Rates charged by each timekeeper for each matter. |
| Time By Matter | Time entered for each matter, with summary data for each time record. |
| Time By Timekeeper | Time records grouped by timekeeper, with summary data for each time record. |
| Total Time By Timekeeper This Quarter | Time records for this quarter, grouped by timekeeper and with summary data for each time record. |
| Total Time Last 30 Days | Time records entered for the last 30 days, grouped by matter, with summary data for each time record. |
| Total Time This Quarter | Time records entered for the current quarter, grouped by matter, with summary data for each time record. |
| Report Name | Description |
|---|---|
| AMM Data-Dictionary (Objects Summary) | Display metadata summary of all the objects that are part of AdvoLogix Matter Management application. |
| AMM Data-Dictionary (Fields Summary) | Display metadata summary of all the objects and fields that are part of AdvoLogix Matter Management application. |
