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[Music] um we're going to be talking about uh reporting and analytics i know this is not the most fun topics i know this is a little nerdy but um you know you got i have a picture of a nerd from revenge of the nerds this is robert carondine i don't remember his name i think it was like booger or gilbert or something like that not really sure um so we're going to dive right in first of all um who am i i'm larry port i'm the ceo of rocket matter i always talk about my interests i love animals i love to hike i'm a lover of books i love to read i've always thought about starting a rocket better book club so if you're interested in that email me larry.port rocketmatter.com i love to read about like you know history history novels things like that rocket meta for those of you that don't know is a cloud-based practice management time and billing platform i'm not an attorney i'm a software engineer so i built this thing back in 2007 because a lot of my attorney friends were like hey we're having trouble tracking our cases and we're having trouble managing our practices and our software is terrible so i built rock matter and um you know we've been doing our things since then and we win a lot of awards for customer service excellence and we run everywhere so i learned a lot about how law firms operate and i learned how to run my own business over the years and so that kind of translated into uh this book i wrote called the lean law firm that i wrote for the american bar association and it's about running your law firm um like the world's most efficient and profitable businesses so i wrote this with uh dave maxfield who's in uh south carolina so it's really interesting seeing how law firms operate not being an attorney and seeing how like a lot of law firms are not trained in how to run a business and a big part of what we talk about in the lean law firm is measurement which is what we're going to be talking about today reporting and things of that nature so if you haven't seen it take a look on the aba bookstore there's an audiobook on amazon so the one thing i would say about this topic uh in terms of reporting is that two things number one is that there's gonna be some of you that are like super advanced and that like are borderline in fact i know that somebody on this call is like almost a practically an accountant um but then there's some people that like don't know the first thing about this and this is always the challenge for me teaching these webinars to general audiences because it's hard for me to really understand your level of expertise when it comes to reporting some people don't know the first thing about it and other people are super sophisticated but the most important concept and forgive me by the way if i if i go over stuff that seems way too basic for you or way too complicated for you that's just kind of a side effect of the nature of the audience so i'll try and do my best to clarify anything along the way now but the most important thing about reporting analytics is that conceptually what this is about is this is about getting you to stop working like in your firm and start thinking about how to work on your form like a lot of attorneys never take that step back and view their firm from above there's so much going on in a law firm in day-to-day operations whether it's stuff flying in from opposing council from the judge uh from clients um it's just like a non-stop endless thing and in fact one of the ways i like to describe it is it seems a lot of times kind of like what you imagine like world war one trench warfare would be like with just bullets whizzing overhead and just constant reacting to things that are going on so that's a challenge for law firms because it prevents them from getting out of that and being able to view things from above and and it's look you take time for cle when you when you do a hearing you have to be away from your email and you have to be away from your phone so it is possible to carve out some time to really understand what is going on and that's the first thing here is that like whatever you need to be able to create routines so that you can like introspect and and see how things are going on inside of your firm so and and one of the big things we constantly talk about on if you've been to our webinars before is really law firms have a big problem leaking revenue so there's some statistics that say that on average they only collect about 71 of the work that they perform whether they lose work that they do in time capture whether they're not invoicing every month religiously or whether they're having a hard time collecting like usually these are the three legs of the stool this is where law firms leak their revenue and when you when you in the little check boxes indicate that like whenever i go through these tutorials i say okay what are we going to be addressing on this webinar analytics and reporting really address all three so um and we'll see how that can be now um we're going to take a look at like a couple of different i kind of categorize things and i don't know if people agree with me or not on this but really if when you think about reporting in analytics you can kind of break it down into like generally three categories um financial reporting performance and tracking like how you're doing with certain things over time and then there's a lot of operational support like you might not want the report so that you can like see a number and indicate how you're doing but you might want to see a report so that you can do something else with it and that you can bring it to the next stage and like you might want to like step through your matters or review you know clients or so on and so forth so um so we'll be talking a little bit about that and then we will be kind of showing advanced reporting concepts uh for some of you at least such as grouping filtering and something called aggregate functions which is really just like summing items or averaging it's just a big fancy word to describe all that um and the the last thing i will say is that reporting is only as good as your data like if if if you are looking for information there's some information that you'll see that will be captured by systems so you don't have to do anything about that and you get that for free but other stuff is going to rely on you doing things on you capturing information and if that information is not there then your reporting is not going to be good so usually reporting can be a driver of processes inside of an organization because if i'm looking for a report that tells me x i need my folks in my company to do y so and we'll see an example of that as we go on um all right so let's uh dive right in and what i want to show you guys first is i'm gonna be using uh rocket meter for this now um this is a florida bar approved cle and i'm not here to kind of sell you on rocket manor but this is the only product legal building and practice management product that i know so i'm going to be demonstrating using our product and i am sure that other competing products have things that are similar and i know that there are some consultants in the audience today so if you know of uh platforms that do this kind of stuff definitely like share with the audience um before i get started are there any questions is there anything specific that you would like to see so please use your chat widget to let me know what you would like to see so i know um charles karen if you guys have any questions let's see who else is in the audience list today we got a lot of call calling peoples but doug elaine elizabeth uh laura mark you know write in questions roberta stephanie um susan thomas let me know okay uh steven tim you definitely interact with me make sure this is as lively as we can make it now okay so the first category of reports i want to take a look at i want to take a look at financial reporting and the one thing that like i think it's important to um illustrate for people is is there's a fundamental report and accounting called the aged accounts receivable report now i apologize in advance if this is like too basic for you but i will tell you this is that law schools take a lot of money from lawyers to train them how to be lawyers and they know if they're paying attention at all that the vast majority of people are going to end up in small law firms in fact the average firm size in the united states is 4.4 attorneys 88 of all attorneys work in a law firm that has 25 people or less so the law schools kind of know the situation but they don't most of them and this is changing do not teach practice management they do not teach economics or finance or anything like that so if you're unfamiliar with this stuff there's a reason why if you're familiar with this stuff that's awesome but realize that most people aren't um so in this platform in rocket matter there's a report called i want to see what the firm is owed and that's what an aged accounts receivable report is so let's go and run this okay now this is sample data so this is a little bit silly looking but the way that an accounts receivable report works is that you can see what is owed to you from zero to 30 days 31 to 60 days 61 to 90 days 91-120 and beyond and your accounts receivable really should not be that high it's if your accounts receivable was high it means that you're not doing a very good job of collecting right so what an accounts receivable report does is it just shows you across all of your invoices that have been out like in all of your clients um what they've what they owe you right and how long it's been since they've paid you now notice that i uh i did these these have little triangle widgets next to them so when you click on a triangle widget it basically expands the client and shows all the different matters underneath so i'm lauren's poor i'm larry port but you know my real name is lauren so in this case you know there's um larry versus godzilla payment plan matter basic estate plan july 1st basic estate plan and so on and so forth and then bert hobbs has a basic estate plan so this is all the money that has been invoiced that has not been paid and this is how long it's taken for it to be paid you know so um and then you can export this and you can show hide columns we're seeing all of the columns right now um you can you can bring it down to excel if you want but but being familiar with the hd accounts receivable report is is really one of the most fundamental elements that you have um and and you want to take a look at that and you and you really want to minimize your accounts receivable as much as possible that may go without saying but this will also help you identify who typically pays you late and how late that is you know usually people should pay you within 30 days 31 to 60 days 61 to 90 days and if people i mean usually they should be paying within 30 days to be honest but and if you want to there's mechanisms that you can do to accelerate that that's a whole other story but that's the beauty of analytics if you're finding that people are not paying you within a certain period of time then you can maybe charge interest if they pay late or provide or offer discounts if they pay early things like that okay so um another financial report this is a pretty fundamental one is just being able to see uh billable activity by users right so if we take a look at this report you see that we have give me one second folks sorry if you look at this report you'll see that um we have everything kind of broken down by the type of thing that people are working on because in this system in rocket matter you can bill for you know uh tasks or emails or you know things of that nature and then it lists the client no matter the description so it just basically goes through everything across the whole user base and shows you what everybody's working on right and then you can like you know the big thing about reporting is filtering right you want to know um you know start dates and dates all those different kind of things so so so filtering is like a big concept too and reporting you want to know what your filters are and how that's going to affect your reports are there any questions so far there are a couple questions so somebody said is pc law similar to rocket matter um yeah pc law is similar to rocket matter they're both practice management and time and billing applications but pc law is more heavily oriented towards the accounting side of operating a law firm so it's very strong in like um like rocketmatter basically goes up to invoicing and collections uh pc law does all sorts of things uh in the accounting world such as uh geez i mean it can run the big three financial reports you know like a balance sheet and so on and so forth it can you can do things like that it doesn't do as much practice management stuff though so ours is more heavily oriented towards um you know matter management generating documents and so on and so forth uh another thing is will this presentation touch on the operations of a personal injury law firm which generates income on a contingency fee basis and does no billing um yeah it uh so for robert who asked that question um you know we can talk about those kind of things if there's personal injury firms the question i want to know is what specifically would you like to see and we can take a look at that okay so um in terms of financial reportings like another big one is trust transactions so like you're going to want to kind of go through everything and see trust account transactions you want to have your arms totally around that and these are very useful too because some of these reports may be required for you to work with your state bar association for whatever reason if you have to turn in certain things um okay so for example like i want to see all of my trust transactions by client you can run a report here and let's do get answer we might not have any so in this case there aren't any so this is sample data this isn't a live law firm's data obviously so let's do something from like the past since i created the software and see what happens all right so here you go you have um like this breaks things down and then this this whole notion is we're gonna see this later is grouping and i talked about the triangles and being able to expand the triangles and these uh these ion sections because they expand you know go into detail for each client right so you know what you know solid trust accounting reporting is like definitely something that you're all going to want and it's something that you're going to want to be able to use intuitively it should not be anything that's like too complicated so that's another thing with recording is that you want to make sure that it's easy to use all right let's talk a little bit about some operational support processes because we could honestly we could be in financial land all day long um but let's take a look at one that kind of bridges the gap and this is one that i kind of like because i know a lot of law firms don't do things that way let's take a look at this one i want to see a list of matters with budgets so most law firms don't have budgets for their matters but they should i think and and for those of you that are doing flat fee uh or contingency for that matter what this allows you to do is it allows you to say okay here is what my budget is this is what we're doing and and this is where we are with it so you know if you see this one the client is john jacob jingleheimerschmidt um the matter is his name versus my name two and so we have five thousand dollars budgeted and there's been twelve hundred dollars uh billed towards it and so there's thirty eight hundred dollars remaining now this goes back to the whole um conversation that i was having before about you're only as good as the data that you enter so if you if you store data correctly then you'll be able to report on it correctly but if you don't then you don't so if you aren't entering your matter budgets and you aren't entering uh or if you are entering matter budgets or if you're like sloppy on the timekeeping then this isn't really going to do you much good so it does require some like diligent you know data entry and or at least you know streamlined and efficient processes in your law firm to make sure that people are entering what they're supposed to be entering so i really like that one and then there's another one we have with budgets uh that's pretty cool if i can dig it up later um we have um what i'm gonna go into later on is i'm gonna go into custom reporting where you can kind of build your own reports and you don't have to use these out of the box ones that we have okay um another this is a very common used one in the rock matter universe this is basically the matters report right and this is used by firms a lot of times on a weekly basis so so when we look at a report like this we're not necessarily looking at um establishing a key performance debt indicator like we're not looking at a big accounts receivable number or we're not looking at you know trust transaction numbers we're looking just to kind of review things and hop around so you know you might so so this is like one of those okay it's like ella it's like the beginning of la la where they talk about all their cases let's just go through the list and let's comment on each one of them so that this allows you to go and you can you know sort by however you want um and you can like choose whatever columns you really want to see you can export this to excel whatever you want to do but you know you have this one page where you have links to all these matters and then if you want to find out if you want to investigate one a little bit further you just kind of click into it and you kind of go you see what's going on for that specific matter you know if something catches your eye so that that's a very kind of like process oriented type of report analytical report and you know all these things are really designed to get your arm around your business let me just pause for any questions right now somebody asked the budget number is just a guesstimate of what the matter will cost or is it rolled up from a breakdown of time expenses that's a great question so i i'm pretty um i'm pretty like uh opinionated about this i in my opinion i i think that law firms really need to get a handle around how much of matter is going to cost um and in in i understand that for there are certain cases where it's there's a lot of uncertainty especially for litigators in there so we also allow you to budget on phases of the matter but what you want to do is you want to be able to you want to be able to break up things in certain ways you want to break up your case into into the parts that are more deterministic and part that are more uncertain and then you can budget off of those parts of the case but traditionally i'm a big believer in firms understanding how long it takes them to do matters of certain types and then coming up with the price for those that's what the big boys are doing that's what um the amla 100 amla 500 firms are doing because that's what their clients are demanding um and i think it's going to be a very changing uh landscape in legal services and there's you see a lot of stuff happening at the bottom that's chipping into some of the work that lawyers are doing but i think in general people are more consumers are gradually going to be moving towards a different pricing model and they're going to demand it so the more you can kind of get a handle on what your matter or different phases of your matter traditionally cost you um the more you can establish a budget and um when you establish budgets then you know you can call them guest limits but they really should be target budgets that you should set as an expectation for your firm um and then you just track towards it so i hope that answers the question but you know it's their guesstimates but um they're educated based on previous performance and it's not just one or two previous performance but hopefully a significant history of uh previous performance if you go through a year and you have intelligence on how much it's costing you to service certain clients of certain practice areas then that gives you enough information usually to kind of set your prices for the next year or at least set your expectations for the next year and then well in the lean law firm one of the things that we talked about a lot is um being able to predict your revenue and the thing about these analytics and reporting is that the reason that they're so critical is not just so that you i mean obviously there's there's a lot of like feeling that you don't have your arms around the issues and i'm going like this um at law firms so so analytics is part of that and reporting is part of like getting your arms around the issues but but really if you use them right you know if you if you start determining like the average time it takes you to do certain things and and you can use it to inspect your process and then you can revise your process so that you can become more profitable because like one thing we talk about over and over again in the lean law firm is that there are certain things that are outside your control clearly in the practice of law but there's certain things that are inside your control and if you can take those things that are inside your control uh in the practice of law and you streamline those things like for example like uh generating documents or filing things or you know not sitting on anything if you can shrink the overall time it takes you to do a case you make a lot more money because what happens is that that means it's just like turning tables at a restaurant the faster a table turns the more money the restaurant makes and it's the same thing with a given year for a lawyer the more the more efficient they are with cases the more cases they can turn the more money they make so it's the analytics that really tell you where you need to be paying attention to things okay all right back to this we're taking a look at process support stuff um i want to show you this is a report that a lot of our law firms like and it's i want to see the originator for all clients so this may be a new concept for you this may be an old concept for you but the idea of who is bringing you your business okay if you by the way if you take a look at my screen you see where it says run report now a lot of times when we run reports we don't um automatically run them when you go to the screen we have you say okay run report now because reporting can like be a drain on a database and it can be a performance strain on a system sometimes it takes a long it takes a lot of computation to run certain reports so you know what we try and do is just like not automatically load things or ask you to do things upon uh request so overall it improves performance of rocket matter for all the other clients who aren't running reports at that time okay so here we go we have two groupings remember we talked about groupings being a big element of reports um we have two originators we have brandy baldassari and we have keith michael stern okay now how does this work okay so underneath the first grouping you see there's another grouping so it's it uh it's it's at the client level okay so we see invoices right now what we're trying what this report helps law firms do is it helps law firms figure out how to pay uh their employees or or their originators you know whoever's bringing business into the firm um it's a big deal and it's complicated and every firm does it differently so um usually they all start at least gathering all this data here and this takes a long time if you're doing this by hand this takes forever to do um so if you're a solo attorney and you're not planning on bringing on anybody this may help this this is applicable to you if you pay people out that's referring in cases or and if you're inside of a firm that has um you know where where you're giving credit to people for bringing in business then this is also very useful because what this shows also is not like not just how much work has been invoiced but how much work has been paid right then there's a further breakdown of what has been paid to fees and what has been paid to cost because a lot of times you don't want to pay out what's been paid to costs you only want to pay out what's been paid to fees with your calculating a tran uh a transaction here so since every law firm really from this point on does things differently um what we decided to do was like we're like okay in terms of origination and and calculating this kind of stuff what can we put together that is something that every law firm can use so we we came up with this report and then a lot of times what people do from here you know at the end of the year when they're calculating all this kind of stuff is they'll export this to excel and then they'll kind of run whatever additional functionality they need to run so that's what an origination report does and what's interesting about this one is just a huge level of time savings because we had to do this manually it would just take it just takes forever okay let me pause for a second and see okay somebody says one of your slides stated bottom line truth reports are only as good as the data this is the most difficult thing for most disney lawyers by the way this is from warren um one of my former senior partners was so bad at logging time that our firm offered to hire a person to do nothing more than shadow him every day and fill out his time sheets so is there a better solution to this chronic problem um that is a chronic problem and you know it affects not just lawyers it affects every industry so it affects us um so we you know obviously rocket manner has to have a sale as a marketing engine and um one of the big tools that we use is something called a client relationship manager a crm and um and every sales organization has this problem where sales people do not fill out the crm with the most things so let's say that one of our uh one of our people calls on you and says hey are you interested in rocking or you're like sure let's talk in three months if the sales person doesn't say that they wanted to talk in three months then you know when we run report about when we have to follow up with things we're lost too so the antidote is i mean processes um hiring an additional person to do time sheets is like kind of overkill um but i guess if if it has to be done it has to be done and ultimately it might end up you might end up making money that way because if this guy is losing so much money every single year and whoever is shadowing him um costs like a fraction of what he would be making or she would be making then it's probably worth it to be honest if that's what you have to do now the way that our system is designed the way that we try and attack the time tracking problem is we try and bake it in to the system so like for instance for instance if you have like a calendar event you can have the calendar event funnel directly into your invoicing if you're working on a task you can complete it and it can funnel into invoicing so we try and like remind people to do it every turn we call it the bills you work technology so that's how our system works there's even more hardcore systems that you can use one of them is called chrometa and what chrometa does is you it on your machine and it just tracks everything you do and then you can it has an integration with rocket matter and it integrates with other practice management tools as well so then it pulls all that stuff in but you you got to be like chrometa tracks everything you do so it's like a little bit like crazy to use because when when you look at your chrometail reports you're like oh my god i didn't realize i looked at like a thousand web pages in a day so um you get a lot of like information that doesn't belong there so it's a tough problem to solve but i i would say just like in that particular situation do what is most profitable for the firm you know if you can't get the guy to change if none of the software solutions work or or whatever yeah maybe you end up making money at the end of the day i mean um if you think about you do the math sometimes right calculator and you have and and this is how you got to start thinking right let's say that the associate the attorney makes 300 an hour right and um let's say that you're able to save you're able to gain one hour a week right um so what would that be over the course of the year that would be fifteen thousand dollars right if it so so for every hour a week that you save you're saving fifteen thousand dollars and that's how i would look at it if you can save them two hours a week and recapture two hours of billable time a week then that would be thirty thousand dollars there's a very good chance that they're missing ten percent of their stuff right um so you know you there's so what i would do is i would just run the numbers and figure out if it makes sense to hire that person or not okay um i want to also show you like how perspective is important when looking at analytics and reports so i want to show you two different reports and by the way most these reports have been run have been requested by law firms like usually we started out with like maybe three four reports and now we have all these reports and it's because law firms wanted them um so we have two reports one is called a productivity per user report and we in a productivity per mata report so this is good if you're uh trying to figure out like your people and if they're effective using their time again this is sample data so it's like kind of hard to really interpret this correctly but take a look at this first line so everybody's listed by their initials because it's a big sideways kind of report the first column is billable hours then the sex one the second column is non-billable hours and then no charge hours so what's the difference i know charge hour is something that should go to a client but you're comping that match you know just being a nice guy um the non-billable hours is stop time if you're tracking it that's not going towards a client so let's say in rocketmatter you're tracking your marketing efforts or so on and so forth for your law firm you don't bill for that kind of stuff so um and then for each person you list target hours and then you do some calculations here so what you we have a utilization rate and and what you do here is the utilization is taken by you take all the work done for clients right um and you divide it by the target hours that the person's supposed to be working for those clients so we we don't take into consideration non-billable hours we look at billable hours and no charge hours and that's your utilization rate right this is low because it's sample data and it's goofy but you could imagine um if you had x amount of billable hours and y amount of no charge hours and then you had a target amount of hours then you could do the math and that's what and that's what we calculate for you automatically and then there's this realization rate so that's only looking at um billable hours by the total time captured right so um we have total hours here not target hours right we're looking at total hours and we're looking at billable hours so of my total hours how many of those are billable versus non-billable or no charge right that's what realization is in this instance okay so that's how we see productivity per user now if we want to think about productivity per matter um that's another way we can kind of slice and dice things right so let's take a look at productivity by matter and then we're going to look at a couple other things um and then we're going to go into like customized reporting right so this is different right now this breaks down everything by matter and you can see that it's um these are expandable sections because there might be multiple people working on a matter right so then you can see fees worked uh fees build hours worked hours building and an effective billing rate and this is this information is kind of hard to derive um so your effective billing rate is really kind of like a a whole uh i mean to be able to calculate this across all of your work is pretty important because you know it's gonna take into consideration all the different people that are working on something uh who are at different rates and all of the different rates that you have across all of your different matters and clients because you have some clients that you're going to charge more and some clients that you're probably going to charge less like you may have a friends and family rate and so on and so forth so you know imagine being able to see this across everything so you have this effective billing rate and think about the multiplying effect of that you go in and you're like okay well what was our effective billing rate for q1 so you run a report from january 1st through the end of march by the way you can also filter this by matter or type of currency or whatever and then you you come up with this aggregate view um and imagine what would happen is if you could increase that effective billing rate by 10 right so it really helps like seeing where you are and where you want to go towards so there's there's a lot of real power in this kind of reporting and really being in control of your kind of financial destiny like without and a lot of this stuff is not stuff that you necessarily have to track i mean this is like uh i mean yes people are not tracking their hours and that could be an issue but you're getting if you're uh assuming that they're tracking their time this is not one of those other instances where you may not be tracking statuses or so on and so forth but assuming they're checking the time and you're getting the bills out you'll be able to see your effective billing um okay so uh these are the other category there was a last category that i wanted to kind of go over which was like performance tracking um this is a good one this is going to help you kind of see like how your clients like um which of your clients are like paying you and so on and so forth and in in which ones are are doing better at like keeping up with their bills so this is um payments per client and again we have grouping with the triangles here so we can expand that and there's a second level of grouping uh by matter so we can drill into this and we can see where all the funds are coming from so um being able to kind of break things down on a per client basis and who's paying you what critical um sometimes you might want to fire a client if they pay if they don't pay you if they're always trying to like break you down on your fees or if they're always paying you late or not paying at all obviously there comes a time and place where you just have to say sayonara right before you do that though you might want to explore are there better ways for them to pay me especially with um especially with recurring billing and payment plans a lot of times that breaks up the expense for people so if you're going in here and you're saying okay well this one client isn't paying me so well then you can you can go back to the drawing board like what would be good for me to like you know increase payments from that client would they do better if we just had a credit card on file that we dinged every month um maybe a payment plan would work for them something of that nature you know and we would support all that stuff so it makes life easy for you you don't have to like um reinvent the wheel there let me see we have a couple of questions let me see if they're good somebody said um what report is this one and um i didn't happen to do it at the time you um i'm not looking at the question so if you can describe which report it is that you want information on i can use the chat widget and i can get back to you okay um here is another one we talked about oh the one i was just discussing that that report is called um let's see it was the one it was i want to see what the firm has been paid per client right this is i mean all of these kind of really help you kind of understand who's paying you there's a lot of like stuff it in collections like this one breaks it down this is a collections report and this is a perennial problem for law firms but a lot of times when i do collections webinars and stuff i say what is your what percentage do you collect of of the money that you owe and people don't really know this report tells you exactly what that is in this case it's 77.78 which believe it or not is not that bad um and what it does is it breaks it down by attorney in this case so what you'll find is that certain attorneys at your firm are do a better job at getting the money in than others so something to kind of keep in mind and that this report helps you keep on top of those kind of things um let me show you one report that you're going to like because it's an easy one it gets tracked automatically so this is one where we can kind of see the invoices let me find it there's so many okay here we go so if you're doing paperless invoices if you're if you're sending them out right this is a great report you're going to like this one because you don't have to track any information nobody has to record any data all you got to do is run your invoices so what this does is it says okay for and we have electronic invoicing in the system and most systems do have this now and it's it's so much easier to do electronic invoices than printing out invoices folding them stuff them in envelopes sending them wait for payment to come back this is going to show you all of the invoices that have gone out um when the client has viewed that invoice because we have the capability of like tracking when they open the invoice and what has been paid so in this case it looks like we're batting a thousand everybody's paid every invoice but if i were to run an invoice and then not simulate a payment you would see that showing up here as uh amount paid zero and and when i looked at it as well or if i haven't looked at it at all that will also be logged so this this really a lot of our reports are really about revenue generation and helping you be more efficient with time capture keep it on top of your attorneys see who's doing what uh where business is coming from and um you know what clients you know which clients we need to kind of crack the whip on to make sure that they're paying us okay um and then i got to show you this one other report that kind of like uh it's all the way down at the bottom of the list and what i like about this report is that um it shows kind of the statuses of our workflow so basically you have we have project management in rocket matter and um there's not a lot of good data in here to show you but we have um a matter type called auto accident and it can go through different statuses client receiving treatment demand litigation and you can you can set up as many matter types and as many statuses for those matter types as you want in fact i'll show you on a kanban board what they what they look like right and then we have all these una sign matters in the system but what's nice is that like um you can see how many of them at a glance are on schedule because there's like deadlines associated with them and how many are overdue in this case everything's overdue but you know in reality you wouldn't be look you'd be looking at different matter types different statuses but this is for people who are like okay we're going to use the system we're going to use project management inside of rocket matter we're really going to like really try and keep on top of things um and another way you can view uh we have kanban boards but really a kanban board is like kind of another type of report you know so um here in the kanban board you have like all this information you know and you can kind of see where everything is in the different statuses so anyhow it's kind of interesting now if there aren't any more questions what i'm going to do is i'm going to go into the custom reporting functionality and we have about 10 minutes left let's see if there's oh there are questions okay oh all right somebody said thank you okay wonderful laura we're good um let's see yeah definitely um if you have any questions because what we're going to do is we're going to go in here and we're going to look at some reports now what's cool about business our business intelligence platform is that you can kind of build any report you want based on whatever you're tracking in the system um and i mean this we could spend a long time on this but let's build something from scratch i have a bunch of stuff that's already in here right um billable activity by user which is is is a clone um you know throughput rate cage units all sorts of stuff matter overview report let's let's create a new one all right now what i want to do is um let's do some sort of let's do a mata report all right so let's start and by the way you can have custom fields in here so like if you wanted to you could have you could build a you you could you could create a custom field in a matter that says or or for a client that says okay do i send them a gift basket for christmas and then you could have a separate field like yes no and then you could have a separate field when was this uh gift basket sent and then you could report on it like you could do whatever you want so um let's do this so you see all these possible fields and usually you know these can be um for people that are um not like inclined to use like computers and stuff like this this can kind of be um burdensome perhaps let's let's just drag a couple of fields in here so we have matter name we have open date oops let's get this over here and let's get let's throw the matter id in in here um let's put in what's a couple more fun stuff that we can put in here let's say oh let's see what state they're in let's see client home state let's do that right and let's do client name we have matter name let's do client name let's put that in here somewhere let's put that there i feel like i'm bob ross painting a picture we'll add a happy little tree um and let's let's do some sort of let's do see if there's an invoice amount in here or something like that invoiced amount okay so let's uh run this report let's see what's up oh and down here okay so take a look so so i just created this report right um and this is a brand new report that i just created right now and there's so it's like all of my stuff i have my matter id i have my open date i have my invoice amount and i have my client home state okay so let's do um what i'm the first thing i want to do is i want to show you what happens when i add a grouping so let's let's do a report grouping let's group everything by client name all right so watch what happens if i uh add that into the matter grouping here there you are okay okay let's run that okay so now you see that um everything is kind of like broken down by um client so now i can like kind of log into that remember we are using me as a client okay um we can look at sky brothers it has like four things in there that's cool all right let's get rid of that i just wanted to illustrate like grouping and how that might work um the other thing i want to show you is a big thing is let's say that we only want to look at people that we've invoiced or that the invoiced amount is greater than zero so i can take the invoice amount and i can put it here and report filters right um and then i can choose greater than and then i can put zero all right now let's do run all right so now we got rid of everybody who had things that were zero now what if we wanted to say invoiced amount that equals zero right so now i so so basically what you see here is that like there's a lot of like different capabilities you can do with custom invoicing or i'm sorry custom reporting but then again like if i if you see all these ones that says um cf those are custom fields right so we can we can go crazy with the amount of stuff that we can do if we if we have um you know depending on our practice there if we want to see like beneficiaries or this or that or you know any custom field that you have you can run reports on so you can do again you can use the business intelligence tool if you want to do financial reports to see how you're doing like we just did with our matters we could do something that um is like process oriented if we wanted to like send out like christmas gifts or list beneficiaries across the firms or something like that um you know whatever you want to imagine you can pretty much do so um it's pretty powerful one other thing i should show you is um with the grouping let's let's do this let's let's add the invoiced amount over here and let's add the client name to that okay um actually let's move that back but let's let's add invoiced amount here because i want to show you an aggregate function i told you i would show you aggregate functions and i haven't done that yet so let's go to invoiced amount let's add that to the report grouping and let's do a sum okay so now let's run that so the nice thing is oops um here let's let's get rid of let's keep this as we didn't use we use the client name let's use matter name there we go that's better so now we have aggravated assault bankruptcy proceedings and we have the sums right very cool so um in any case that's kind of an overview of how all this stuff works um i don't know if you have any additional questions i do have some things to wrap this up uh obviously you need your reporting and you need your cle codes but uh we do have a webinar if this is something that you're interested in we we do have 50 off promotion going on for july it's 50 off your first six months at rocket so it's pretty generous and you know we'd love to have you sign up um but it's only for july so um and we have for those of you that don't aren't signed up for our credit card processing it's um we're offering an introductory rate of 2.75 and 20 cents per transaction for six months doesn't matter if you're using amex or a debit card it's 2.75 trust me take a look at your transactions that your your statements coming in from your credit card you're probably paying close to three and a half or like four percent on the amex and the more expensive cards um the course number for this is five four zero five um it's approved for one hour of cle and um again we'd love to hear from you my name is larry port um email me larry.rockamatter.com i'm not scary reach out to me on linkedin again the course number is 5405. it's florida and it's approved for one hour of general cle if you want to a credit in a different state you're on your own um we cannot help you with that um but thanks for everything and absolutely reach out to me if you have any questions at all okay thank you so much and we'll see you soon