Automated reporting for law firms
Recorded hours, unbilled work in progress, collection rate: a firm’s numbers exist in the practice-management system, but compiling them always waits for quarter-end. The agent reconciles them weekly and flags the matters drifting while there is still time to correct course.
In your day-to-day
- 01
Weekly brief per partner: hours recorded per associate and per matter, gaps against the budget announced to the client.
- 02
Tracking of unbilled work in progress, with active matters unbilled beyond a delay you set.
- 03
Reconciliation of collections, outstanding fee notes and payments on account still to request, in a single view.
A typical scenario
In a dozen-lawyer firm, billing gets prepared at the quarterly close — which is when the never-recorded hours and the matters far past their announced budget come to light.
- 01
On Friday, each partner receives their matters where hours exceed the budget announced to the client — while the gap is still explainable, and billable.
- 02
The week’s unrecorded time surfaces associate by associate, while memory is fresh — not three months later.
- 03
At close, the table crossing hours, billing and collections per practice group arrives assembled: the partners’ meeting starts with decisions.
What changes
Firm management moves from the quarterly rear-view mirror to a weekly dashboard, and matter drift gets addressed before it becomes unrecoverable.
Order of magnitude
Working assumptions
- →around 12,000 hours produced per year
- →an average hourly rate of €200
- →3 to 5% of hours escape billing for lack of tracking
A stake on the order of €70k to €120k a year (12,000 × €200 × 3–5%), which weekly tracking makes visible matter by matter — while there is still time to bill.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Fee reminders and requests for payment on account come after the casework — and the firm’s cash flow pays for it every quarter.
- →
Procedural-deadline tracking rests on diaries kept by hand — and one missed deadline engages the firm’s liability.
- →
The firm’s inbox mixes court notifications, opposing counsel’s submissions, client documents and prospect enquiries — everything arrives at the same level.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Does the agent work with our practice-management software?+
It reads your existing tool read-only, or its exports where direct access is impossible — without changing how associates record their time. If time recording is the real problem, it will show in the numbers, and that is already useful information.
Does case data leave the firm?+
No: the agent works inside your environment, on management data — time, billing, collections — with minimal, logged access. The content of case files is outside the reporting scope.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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