LawStream Law Office Management

NOTE: This is a list of only a selection of the reports available in LawStream. Other reports are also available, for specialized tasks.

ALSO NOTE: In some of the following report descriptions, you will see references to different sorts, selection criteria and other options available for individual reports. Many of LawStream's reports have additional options: for the sake of brevity, we have not included all those options.

• Trust Transaction Analysis, to assist auditors
• All work in progress for file
• All unbilled work in progress for file
• Unbilled work in progress for all files, by date (for date range)
• List of user-defined codes for describing files (for different types of codes)
• Report of all time entries and disbursements for the current date
• Formats for pre-printed checks ("cheques")
• All cash disbursements for a file
• Aged receivables
• General receivables report
• All financial accounts, with current balances (trial balance)
• Unbilled work in progress, totaled and organized by date
• All inter-office memos and notes (short form and long form)
• Quick-letter format
• Dunning letters
• Receipts (primary and alternate formats)
• Return address labels
• Client/contact address labels
• Single inter-office memo/message sheet
• All time entries and disbursements for given date range
• All work in progress (for selected files)
• Summary of all names and phone numbers
• Billing formats (various detailed and narrative formats)
• Rules-based reminder formats/summaries
• List of special dates (holidays, etc.) used with scheduling tasks
• Report of all time and disbursement codes, and their meanings and options
• Report of work in progress that is at risk of "going stale"
• All unbilled work in progress for a given file
• All inter-office memos and notes for a specified file
• Keywords and conflicts entered for a file (for conflict avoidance and general reference)
• Formal statement of money owed, for delivery to client
• Productivity analysis for a file
• Pre-billing report
• Export format for report of time and disbursement entries, for use by spreadsheets, etc.
• List of all files for a specified client
• Details of cash received
• Details of journal entry transactions
• Details of fees billed
• Details of all trust and office transactions (receipts and payments) for a file
• Daily ledger of accoiunting transactions
• Total unbilled work in progress for each file (sorted by lawyer and file, or by file number only)
• File worksheet (template for handwritten notes)
• File opening reference sheet
• Work in progress and disbursement balances
• Financial statement
• Profit and loss statement
• Trust summary to accompany client bill
• All fees received for a given date range
• Client summary of all transactions related to a file/matter
• Daily print-out of all trust, term, and inter-file transfers
• Consolidated statement, by category
• G.S.T. report (useful for Canadian users only)
• Sales Tax report (useful for some users only)
• Detail accounting analysis reports, for internal reference
• Trust and term deposit balances for all files
• Trust, term and office (receivable) balances for all files
• General report of system status for firm's data base
• Reconciliation report
• All accounts receivable
• Payables historical report for one file
• All payables transactions (detail report)
• Historical payables report for a file
• Historical payables report as of a given date
• Accounts payable (general report)
• Accounts receivable
• Collection-helper notes (summary of collection efforts)
• Balances (trust and office) for files, to a given date
• All reminders, sorted by client
• All reminders for given date range
• All client details
• Five-day planner (schedule and other reminders)
• Details of all reminders for a given week
• Amortization table
• Envelopes (different formats)
• List of all files, sorted by user-defined codes
• Receivables analysis (all files)
• Billing analysis
• List of all closed files
• File-folder full-page label
• Details of a single accounting transaction
• Time records by user and area of law
• Summary of client dedication to firm
• Document details (for documents on disk, associated with given file)
• All "long text" entries (templates for letters, notes, etc.)
• User notes entered for a file
• All special (narrative) accounts for the firm (list or details)
• List of custom reminder types used by the firm
• Names, codes and preferences for personnel records
• Bills printed but not yet posted to general ledger
• Monthly scheduler/planner
• Contacts, witnesses and other associated with a given file
• Tax (sales tax and G.S.T.) summary reports (for those firms that need such reports)
• Single-page report/notesheet of schedule for the day
• List of all files (with various sorting and selection criteria)
• Details of single time record, including notes, values, etc.
• Status report for a file (including balances, reminders, and other details)
• Summary of data for a specified client
• Lawyer/attorney productivity report: webpage - pdf
• User defined variables (and their values) for a given file
• Billing information to assist bookkeepers in posting bills to general ledger