Marketing Reports

This report lists all matters by profitability, learn which clients you should send a Christmas card to or a hamper!

Would you like a list of clients to contact following a successful purchase of a new property? they may want to update their will.

We can run a client report by age, gender, location to identify more information about your target audience. 

This report has undergone considerable development and now includes phone numbers and email addresses.

Do you only want a list of certain matter types or archive types where custom data has been set. Please let us know.

Perhaps you need a list of matters where there is a relationship set against the matter such as an estate agent or accountant or Kings Council, we can design this report to fit your needs.

A report to include chargeable time posted by a certain user. Time reports list time by the Fee earner, this report lists time by the poster, this is needed for advanced accreditation for the Law society.

Do you suspect that one of your users is sleeping in and logging off early. We can identify what time they logged in and logged off. How many documents they have edited and how much time they have posted in any given time. This is a popular report. 

Have you created custom data you wish to report on? Perhaps a custom field containing the initial fee earner or a conveyancing information. Let us know what report you would like.

Document upload utility, it does what it says on the tin. 

Find all documents by date/type. Maybe you need to find all Oyez documents to be converted to PDF. Or all emails sent with a particular subject, we can help.

Change the fee earner on multiple matters.

Convert a document to an Email header along with logo and an option to send via email. 

Find contacts by email.

Are you using PI calculator to work out the schedule of loss, this report uses the Ogden tables to work it out for you with no subscription to PI calculator necessary.