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Reports & Analytics

Essential Data to Help Your Practice Thrive

At CARET Legal, we believe that in order to thrive, law practices must operate like businesses. The key to managing a successful business is keeping track of the crucial financial data and insights that will assist your decision-making. One of our guiding principles is: WHAT ISN’T MEASURED CANNOT BE IMPROVED. To this end, we deliver real-time data with comprehensive reports and key analytics throughout the interface to help you better understand the business side of your practice.

Advanced Reporting includes:

  • Referral Report
  • Aging AR Summary
  • General Ledger
  • Statement of Account
  • Originating Attorney Report
  • Profit & Loss Report

Key Metrics include:

  • Practice Area Breakdown
  • Average Matter Duration
  • Billable Hours vs. Actual Hours
  • Unbilled Time & Amounts
  • Hourly Billing by Attorney
  • Unpaid Invoices
CARET Legal reports

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