We turn the records your firm already holds into tailored PDF reports, Excel packs and review-ready evidence.
Monthly partner review
12 months ended 31 Jul 2026 for the management board
Revenue billed
$8.42M
Revenue collected
$7.18M
Outstanding
$1.24M
Collection rate
85.3%
Billing trend
Monthly value across the reporting period
Executive note
Collections improved in the final quarter, while litigation and corporate matters account for most outstanding value.
Review priority
14 matters above the firm’s 60 day collection threshold
Which open matters hold trust funds with no movement in 90 days?
Define what the firm needs to know, who will use the answer and what should happen next.
Sources, periods, filters and exclusions stay visible.
Evidence record
Avery Family Trust
Move from the result to the records that produced it.
Live review
Current
Excel workbook
Monday 08:00
Partner PDF
Month end
Use a live view, exception queue or scheduled pack according to how the answer will be reviewed.
Every figure should answer a real question, show the records that produced it and make the next review clearer.
Customized reporting works when the definition, evidence and delivery method are designed together.
Start with the decision, exception or review the firm needs to manage.
Agree the sources, periods, exclusions and calculation before presenting a result.
Evidence record
Avery Family Trust
Keep the client, matter, transaction or activity behind the number close enough to inspect.
Live review
Excel workbook
Partner PDF
Deliver the answer as a live view, focused queue or scheduled pack that fits the review rhythm.
A useful report is not only a chart. It gives the right people a dependable answer, the supporting records and a clear next action.
We will define the data, reconcile the calculation and build the view your firm needs to act.
Discuss customized reporting