Reports for Law Firm Partners and Managers
The reports read from the matters, dates, time entries and bills the office already records. They cover hearings, missing dates, unbilled time, outstanding fees, expenses and the stage of each matter.
Records kept in several places
In many practices the hearing dates sit in a diary, the fee record in a register and the expenses in the cash box. A partner’s question then needs several sources to be read side by side. These reports read from one matter record. The figures move whenever an entry is made.
The reports
Who acts on them
Clerks work from the hearing list. Senior partners read hearings, unbilled time and outstanding fees at the start of the week. Office managers and accounts staff follow bills and receipts and keep the expense record. Juniors read the adjournment history before they appear on a long-running matter.
What the figures reflect
A report shows what has been recorded. If nobody enters what the court did, the matter shows nothing, and a flagged blank still has to be read by someone before it is acted on. Time that is not logged is not billed. Further reports are decided with the firm at the start of the work.
Frequently asked questions
Do the reports show the firm’s accounts?
No. They show bills, receipts and expenses held against matters. The firm’s books stay with whoever keeps them.
Can a partner see unbilled time before month end?
Yes. The list is current on any day, so a query can be raised while the work is fresh.
Can the hearing report be printed?
Yes. The day’s list prints on one sheet grouped by court or by advocate, with case numbers and parties against each line.
Can a report be limited to one advocate’s matters?
Yes. Reports follow the role and matter visibility of the person reading them.
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