This morning’s numbers. Not last month’s spreadsheet.

Live financial and practice metrics built straight from matter and ledger data, custom reports anyone can build, and regulator-ready exports without raising a ticket.

Firm performanceLIVE

Billed

$0.0M

▲+12%

Collected

$0.00M

▲+8%

Realised

▲+3pt

Billed · last 7 monthsQ3 to date

Jul · $1.9M

Firm performance · Q3

Regulator-ready · PDF

Export

Data: Built and hosted in Australia
Trust accounting: Law Society of NSW certified
Audit: Every action attributed

Most relevant toFor Principals & Leadership For Finance Teams

What changes

Run the firm on real numbers.

Top three benefits your firm will notice.

Built from the matter

Numbers come straight off matter and ledger data, so the report and the file cannot disagree.

Build your own

A custom report is configured without a developer, and can be pinned onto a dashboard as a live chart.

Self-serve exports

Regulator-ready reports are pulled by the person who needs them, not requested from someone else.

Reporting

You already have the numbers. You just can’t see them.

Book a demo

How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Reporting.

01/ 04

Live data, not a nightly copy

See it on your own matters

Live data, not a nightly copy
Reports run on live matter, time and ledger data rather than a nightly copy.
Configured without code
A custom report is configured without writing anything.
Pinned as a live chart
The result can be added to a dashboard as a live chart.
Regulator-ready exports
Exports include the regulator-ready trust formats, self-serve.
Recorded, attributed, exportable

Reporting FAQs

Your team has questions. We have answers.

Ask us yours

Can we build our own report?

Yes, and it can be added straight onto a dashboard as a live chart once built.

Do we need a developer?

No. Reports are configured rather than written.

Can compliance pull what they need without asking IT?

Yes. Regulator-ready exports are self-serve.

Is the data live?

Yes, built straight off matter and ledger data rather than a nightly snapshot.

Do our historical reports migrate?

Historical data migrates; report definitions are rebuilt during onboarding, which is usually an improvement on carrying old ones across. See our migration process

Platform