Reporting for law firms
Structured reports for KPIs, matter profitability and staff productivity.
Reports that run themselves
Scheduled exports, custom report builder and AI-generated summaries. Matter profitability tracking shows which cases make money and which don't.
How Reporting works
- 1Report configured
- 2Data aggregated automatically
- 3AI generates insights
- 4Delivered on schedule
At a glance
- Report templates
- Pre-built + custom
- Export formats
- PDF, CSV, XLSX
- Scheduled delivery
- Daily/Weekly/Monthly
Reports that arrive without being chased
Pick a report, pick who receives it, pick a cadence. FernLex assembles the data on schedule, adds a short summary of what changed since the last run, and delivers it as PDF, CSV or XLSX. Nobody has to remember to run it, and nobody rebuilds the same spreadsheet at month end.
Scheduled delivery
Daily, weekly or monthly, with separate recipient lists — partners get the firm pack, practice leads get their group, clients get their matter.
Pre-built and custom
Start from the standard templates or build your own in the report builder; saved reports stay available to the whole team.
A written summary, not just tables
Each run opens with what moved — up, down, or overdue — so the reader knows where to look before opening the numbers.
Exports that stay consistent
PDF, CSV and XLSX from the same dataset, so the file a client receives always matches the one the partner signs off on.
The packs firms send
Reporting ships the recurring documents a firm already produces by hand. Each one is scoped by matter, practice area, client or timekeeper, and repeats until you turn it off.
Partner KPI pack
Realization, collections, utilization and pipeline in one document, delivered Monday morning before the partners meet.
Matter profitability
Fees earned against work delivered, matter by matter, for the matters you choose to include.
Timekeeper productivity
Hours captured, billed and collected per timekeeper, with the trend against prior periods.
Client or matter update
A status report for the client portal: milestones reached, documents exchanged, outstanding items and next steps.
The same numbers as the dashboards
Reports read from the live data behind Analytics, so a figure in the Monday pack always matches the dashboard it came from. When you want to interrogate a number instead of receiving it, open Analytics and drill down to the time entry or invoice underneath.
WhereReportingfits
Same matters, same time entries, same deadlines — one record the whole platform reads from.