AdvoLogix Matter Management

Preconfigured Reports for AdvoLogix Matter Management

Updated

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.

AdvoLogix Account & Contact Reports

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.

AdvoLogix Activity Report

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.

AdvoLogix Actuals and Estimates

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.

AdvoLogix Budget Reports

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.

AdvoLogix Matter Reports

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.

AdvoLogix Timekeeping Reports

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.

Additional OOTB Reports: Force.com Standard Reports

Additional OOTB Reports: Force.com Standard Reports
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