From billable value to money in the account.

Follow work through billing and collections, then open the matters, bills and transactions behind any number.

The numbers that frame the review.

Every card is the live report component. The breakdown keeps the reporting period, filters, trend and source rows together. Hover across the series to compare a point in time, then trace the movement back to the records behind it.

Follow value from recorded work to collected cash.

Move from realization and collection rates to the balances, matters and transactions that explain them, while keeping the supporting matters, bills and payments attached throughout the review.

Section 01

Realization Rate

Billed value against billable value, and the work behind the difference.

The gap between what was worth billing and what got billed. Stable is fine; drifting down means value is being written off before it reaches an invoice. The bill rows show where that loss occurred.

Investigate when

The billable-to-invoiced stage moves independently of collections.

Read it with

Rate card mixWrite-downsBilled hours

Section 02

Collection Rate

Collections against billed value, and the payments behind the result.

Billing is a decision, collection is a behaviour. The trend tells you whether client payment habits are changing or a single large invoice is skewing the period. The payment rows show which explanation is true.

Investigate when

Invoice-to-collection movement changes, or differs by practice group.

Read it with

Outstanding A/RPayment timingA/R days

Section 03

Write Off Rate

Written-off value kept visible, without obscuring the billed and collected amounts around it.

Small and steady is normal. Clustering is the signal: by practice group, by period, or by the person approving the write-down. The source rows show whether it is policy or exception.

Investigate when

Write-downs or write-offs rise, or cluster in specific practice groups or periods.

Read it with

Credit notesMatter mixBilling policy

Section 04

Effective Rate

The realized return on billed hours, and the practice groups moving it.

What an hour actually earned after everything came off it. Read against the rate card; the difference is the discount the firm gave without deciding to.

Investigate when

The realized rate moves after a rate card change, write-downs or a shift in matter mix.

Read it with

Rate cardRealizationMatter mix

Section 05

Total Outstanding

The matters, bills and clients responsible for the outstanding position.

A balance, not a flow. It can grow simply because billing grew; the question the history answers is whether it grew faster. The client and invoice rows show where it accumulated.

Investigate when

A/R grows faster than billing, or concentrates in a practice group or single client.

Read it with

Collection rateInvoice mixA/R days

Section 06

Accounts Receivable Days

Collection speed beside outstanding value and the transactions still awaiting payment.

Speed, not size. Outstanding can hold steady while payments quietly slow, and this is the measure that catches it. The invoice rows separate one late payer from a broader collection problem.

Investigate when

Payment timing changes even when the outstanding balance looks stable.

Read it with

Outstanding A/RCollection rateInvoice mix

Follow every answer back to the work.

Search, filters, sortable columns, pagination and source-record links are the same controls your team uses in the application.

Compare like with like

Apply one reporting period and practice-area context across every billing measure, trend and source row.

Keep every transaction reachable

Review complete bill and transaction sets without losing the selected KPI, sort order or filters.

Trace the revenue chain

Move from a rate or balance to the matters, bills and payments that produced it.

Billing FAQ

Questions firms ask before connecting their data.

What does the Billing feature cover?

Billing brings billed revenue, collections, outstanding balances, realization, collection rate and related source records into one report.

Can we inspect the records behind a KPI?

Yes. Important KPIs can open into the bills, matters and transactions that produced the selected value.

Can we review billing over time?

The selected period and filters remain attached to the report, so the firm can review a current position and compare it with prior periods consistently.