Reports
ProGuard Legal ships with a library of reports covering finance, utilization, clients, matters and HR. Every report is filterable and shows the data live from your firm.
Available reports
Financial
| Report | What it shows |
|---|---|
| Matter profitability | Revenue vs cost per matter |
| Financial summary | Monthly overview of revenue, expenses, margin |
| Collections & AR aging | Outstanding invoices bucketed by age |
| AR aging by client | Same, sliced by client |
| Realization rate | Billed vs collected |
| Client revenue | Revenue generated per client |
| Practice area profitability | Margin by practice area |
| Trust reconciliation | Expected vs actual trust balances |
Productivity
| Report | What it shows |
|---|---|
| Lawyer utilization | Hours logged vs target |
| Attorney productivity | Output metrics per attorney |
| Billable hours | Billable vs non-billable split |
| Budget vs actual | Matter budgets against actual spend |
HR
| Report | What it shows |
|---|---|
| Leave utilization | Leave taken across the firm |
Using the reports
Each report page:
- Shows a summary at the top
- Provides filters (date range, client, matter, attorney, etc.)
- Renders charts and a tabular breakdown
- Can be exported (where applicable)
Who should see reports
Reports often contain sensitive financial data. Typical access:
- Managing Partner and General Manager — all reports
- Partners — matter profitability, utilization, client revenue for their own book
- HR — leave utilization
- Finance / admin — billing and trust reports