This article describes available Matter reports within Insight Legal.
Under the Matter reports section, the following reports are available:
- Matter Listing
- Bills
- Disbursements
- Time Recording
- Document Register
- Deposit Balances by Bank
- Undertakings
Matter Listing
This report allows you to view highlights on all matters in the system such as Filters for Fee Earner, Department etc. There are five default report types to choose from:
- Fee Earner Matter List - Matter Listing per Fee Earner Responsible
- Open Outstanding Bill Client in Credit by Branch - Office and Client Balance including Bills Outstanding per Matter
- Dormant Matters
- Matter Balances - Office Debt, Client Balance, Deposit Balance and WIP per Matter
- Possible Breaches
These reports can be further filtered to provide the information needed. They will show current balances on Office, Client, Deposit ledgers and any WIP against the Matter.
You can also customise your reporting to suit your needs, see our guide on Matter Listing Reports for more detail.
Bills
This report will provide you with a view of your Bills that have been raised on Matters. There are four report types available under this heading:
- Matter
- Fee Earner
- Aged Debtor
- Billing Success
These reports types can be created with varied Bill Statuses; Issued, Outstanding, Payment and Credit Notes. These reports can be filtered and grouped to provide information in the best way.
Disbursements
This report will allow you to see disbursements that have been posted on clients matters by the following status:
- All
- Anticipated
- Unbilled
- Pre-billed
- Billed
Time Recording Reports
This report will allow you to report on time that has been recorded against matters, there are three report types available:
- Time Recording Listing
- Daily Time Recording
- Time Vs Budget
Document Register
This report will let you see what documents you hold for your clients. There are many different options around the statuses of the document as well. There are five system default document types available, you can also to set up additional document types
- Deed
- EPA
- Share Certificate
- Trust
- Will
Deposit Balances by Bank
This report will show balances per deposit bank account the date it is generated
Undertakings
This report returns all Undertakings across all Matters
You can search by:
- Type of Undertaking
- Discharged or Active
- Date Range
- Fee Earner
- Date