Export Views
...1-2-3 click and you have important data in hand!
- All users can export the information they see on the screen.
- Users can then customize the reports' look and feel using familiar Microsoft® Office tools.
- Export Views is your easiest access to Legal eXchange reporting data!
Explorer
...Quick access to line item data for billing and case management analysis!
- Build line item reports using Explorer’s advanced filtering tool.
- Perform best practice bill review over the life of matter.
- Use “Quick Search” to identify billing or case management trends across matters.
- Create “pre-audit” trend reports to improve the success of your audits!
Explorer SmartViews
...Rapidly highlight billing trends with Bottomline’s auditing tool
- Use template “Views” to standardize best practice audits by reviewing common billing practices, including:
- Historical billing patterns
- Appropriate staffing
- Minimal increment and value billing
- Reasonableness of time spent
- Drill down to make adjustments or rejections based on summary and line item data.
- Standardize best practice invoice review!
SmartReports
...Provide answers to pressing legal spend questions with a comprehensive library of standardized reports.
- Quickly and easily manage cases and budgets by analyzing billed-to-budget or spend by phase or task code.
- Generate metrics on law firm and business unit spend and average cost per matter by type or venued
- Assess whether firms have staffed their cases appropriately to achieve the best total matter outcome.
- Reduce duplicative work and create efficiencies with “Save & Share”
- The SmartReports library includes: Task-based Report; Budget Assessment Report; Firm Staffing Report; Processed Invoice Report; and Matter Summary Report, and more.
Analyzer
...Build reports customized to your specific business requirements!
- Include custom fields to reflect unique organizational scenarios.
- Utilize hundreds of key metrics to facilitate faster decision making, including:
Reduction percent, percent of budget used by approved invoice totals, percent of budget used by pending invoice totals, matter legal expenses to matter legal fee ratio, total matter outcome, matter duration/cycle time, and many more.
- Easily control report output and appearance with advanced
filtering and formatting
- Streamline report distribution with automated scheduling!
