The Reports tab offers access to a wide range of available reports. Access to specific reports can be restricted, allowing customisation for individual users
Learn more about reports here Reporting – LegalOffice User Guides
Reports
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- Workspace
- Clients
- Add a Client
- Add a Client using information received from a third party
- Edit a Client
- Add/Edit Client Address, Phone or E-Mail records
- Add/Edit Client Relationships
- Client Records (Deeds and Wills)
- Client AML
- Client Inquiry
- Renumber a Client
- Merge duplicate Identities
- Annual Reporting Statement
- Client Security
- Client Referral Code Maintenance
- Matters
- Document Management
- Does your Firm need a DMS?
- Explaining the DMS tabs
- Quick Guide – Saving any document to the DMS
- Saving a Word document to the DMS
- Saving Emails to the DMS
- Document Text Searching
- Editing document stored in DMS
- Change a document’s metadata or filename
- DMS Views
- DMS Error codes
- Sharing DMS Documents with a third party
- Import a folder of documents
- Outlook – show files that have been saved to the DMS
- Adding DMS metadata to the header/footer section of a Word or Excel file
- Time
- Costs and Disbursements
- Billing
- Payment Requests
- Receipt Requests
- Journal Requests
- Time Write Off Requests
- Transactions
- Mortgage Manager
- Trust Register
- System
- Account Rendered Notices
- AML Manager
- Authors
- Author Budgets
- Author Type Maintenance
- Additional Charge Rate Codes
- Activity Code Maintenance
- Creditor Ledger
- IBD Manager Investment Income Reporting Facility
- Installing the LegalOffice CloudApp
- International language packs
- MailMerge
- Matter File Closure
- Microsoft Office Addins
- Precedent Templates
- Smart Docs Precedent Templates
- Software Updates
- Task Sets
- Task Groups
- Users
- User Security
- Users MFA
- General Documentation
- Reporting