The Reports module centralizes all analytical and compliance‑critical reporting tools used by law firms. It enables:
- Financial oversight and reconciliation
- Trust accounting compliance
- Billing and collections analysis
- Lawyer and client productivity tracking
- Audit preparation and documentation
- Year‑end and month‑end reporting
- Revenue, expense, and tax management
Every report includes filters, date ranges, and options that allow firms to tailor output to their operational needs.
The Reports module is organized into clear categories to help users quickly locate the report they need.
These reports support Law Society compliance and trust reconciliation:
- Trust Ledger by Client
- Trust Listing by Bank
- Client Trust Transfer
- Trust Administration Fee
- Trust Receipts / Trust Disbursements
- Trust Audit Reports (Province‑specific)
These reports track invoicing, payments, receivables, and realization:
- Accounts Receivable Ledger
- Invoice Payment
- Payment Allocation
- Collection Realization by Invoices
- Collection Realization by Receipts (Summary & Detail)
- Unbilled Aging
- Client Register
These reports support month‑end, year‑end, and general ledger reconciliation:
- Trial Balance
- Balance Sheet
- Income Statement – Profit & Loss
- General Ledger
- Bank Journal
- GST/HST Report
- PST Report
These reports help firms analyze revenue contribution and lawyer performance:
- Client Productivity
- Lawyer Productivity (if enabled)
- Type of Law Productivity
- Firm‑wide revenue summaries
Province‑specific bundles designed for Law Society audits:
- Law Society Audit Reports by Province
- Compliance Audit Checklists
- Trust and General Accounting audit‑ready reports
All reports in LawPractica share a consistent structure and functionality:
- Date ranges
- Fiscal year ranges
- Client / Matter filters
- Lawyer / Timekeeper filters
- Type of Law filters
- GL account selection
- Audit number ranges
- Group inactive records
- Show details
- Include exception reports
- Summary vs. Detail formats
- Write‑off visibility (where applicable)
All reports can be exported in:
Exports preserve the structure, grouping, and formatting of the on‑screen report.
- Monitor payments, invoices, and trust activity
- Track unbilled work and receivables
- Review lawyer and client performance
- Reconcile trust and general accounts
- Validate GL postings
- Review revenue and expense trends
- Prepare financial statements
- Produce full financial statements
- Prepare tax reports (GST/HST, PST)
- Generate audit‑ready trust and financial documentation
- Access province‑specific audit bundles
- Produce trust ledgers, listings, journals, and compliance reports
- Provide auditors with complete, accurate documentation
A recommended structure for the wiki’s left‑hand navigation:
- Trust Accounting Reports
- Billing & Receivables Reports
- Financial Accounting Reports
- Productivity Reports
- Compliance & Audit Reports
- Province‑Specific Audit Bundles
- Individual Report Pages (all completed)
This ensures users can quickly locate any report and understand how it fits into the broader reporting ecosystem.
The Reports module is the analytical and compliance backbone of LawPractica. It provides law firms with the tools needed to manage trust accounts, track financial performance, analyze productivity, and meet Law Society audit requirements. With consistent structure, flexible filters, and export‑ready output, the Reports module supports firms of all sizes in maintaining accuracy, transparency, and operational efficiency.