Document value by status List
Sum gross document amounts by status and organization.
Reference
Example screen with sample data
Reports for the questions your team asks
Answer questions from documents, decisions and account evidence.
Overview×
Legal Billing & Time Tracking · Overview
Legal Billing & Time Tracking dashboard
This quarter
Legal time entries in view
6Total revision
2,200Submitted
6Submitted at in 14 days
3Accounting documents by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 42 | ||
| Review | 17 | 40% | |
| Authorized | 7 | 41% | |
| Submitted | 2 | 29% |
Gross amount USD by status
Sample totals per stage
More reports
Counterparty document activity Grouped
Group document amounts and dates under each business partner.
Review outcomes by reviewer List
Count decisions by reviewer and recorded decision.
Journal movement by account Grouped
Group debit and credit amounts by ledger account and document.
Reconciliation exceptions by account List
Count unmatched and exception movements and their amounts by account.
Snapshot balance history List
Compare dated recorded and available balances for each account.
Operation receipt outcomes List
Count operation states by action and occurrence date.
Attachment evidence by document Grouped
List titles, evidence types and visibility under each document.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.