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Preconfigured Reports for AdvoLogix Matter Management

Updated on Jul 14, 2023

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 Fee Arrangements

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.

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

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