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.
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.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
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.
Get my free diagnostic