Partner Reports
Every partner, measured the way your partnership measures.
Billing, collections and unbilled work by partner, credited your firm's way and tied back to the firm's totals.
What it measures
Two rates, never blurred into one.
Work turned into bills
How much of the work recorded became an invoice.
Bills turned into cash
How much of what was billed has been collected.
One partner review, start to finish
From a figure to a conversation.
Choose the credit.
Responsible or originating partner, the way your firm gives credit.
Responsible · OriginatingCheck it ties.
Partner figures add up to the firm's totals, with unassigned work shown on its own.
Ties to firm totalsSee what needs a word.
Stale WIP, aged receivables and low rates, each against your firm's own policy.
Billing review · 10 mattersRaise it.
Draft the note to the partner straight from the issue.
Draft noteBuilt for partner reviews
Fair numbers make for easier conversations.
Your credit rules.
Switch between responsible and originating partner, so the numbers match how your firm pays.
Nothing left out.
Work that isn't assigned to a partner is shown, not hidden.
Your policy, not ours.
What counts as stale or aged is set by your firm.
Questions
What partners ask us about partner reports.
Does it rank partners?
No. It shows each partner's numbers against your firm's own policy, not a league table.
Which partner gets the credit?
You choose: responsible partner or originating partner.
What if work isn't assigned to anyone?
It's shown on its own line, so partner figures still tie back to the firm.
Which systems does it work with?
FirmIntel works alongside your existing legal accounting and practice-management systems. We'll go through yours on a call.
Are all our partners on target?
See every partner's numbers, credited your way, before the review.
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