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
