Reporting
Practice Management Dashboards & Reporting
See workload, pipeline stage, and billing health at a glance — instead of piecing it together from memory, spreadsheets, or a dozen browser tabs.
Workload and capacity visibility
Owners, managers, and staff each get a dashboard scoped to what they need to see — open work, what's overdue, and what's coming due next. No exporting a spreadsheet or asking a manager for a status update to find out who's underwater during busy season.
Pipeline and stage dashboards
Returns and requests move through a kanban-style pipeline — received, in preparation, in review, ready for filing, and beyond — so you can see exactly what's stuck waiting on a client versus what's actively moving, without opening each record individually.
Billing health, not just workflow status
A dedicated billing health view shows outstanding invoices and overdue balances across your client base, separate from operational dashboards — so accounts receivable doesn't get buried inside a workflow report where no one's looking for it.
Dashboards and reporting, without per-seat math
Reporting and dashboards are included on every plan at a flat monthly or annual price with a generous seat cap per tier. Adding a report you rely on, or a few more staff, doesn't automatically raise your bill the way per-seat pricing often does.
Common questions
Ready to see your whole practice at a glance?
See how reporting fits alongside automation and the rest of your workflow.