¶ 1. Overview
The Unbilled Aging Report provides a time‑based breakdown of all unbilled work for each client and matter. Firms use this report to:
- Monitor aging WIP that has not yet been invoiced
- Identify matters requiring billing attention
- Review lawyer‑specific or practice‑area billing delays
- Support month‑end and year‑end WIP reconciliation
- Evaluate billing efficiency and cash‑flow impact
Aging buckets help determine which matters have accumulated unbilled work for extended periods.
¶ 2. Report Filters (Modal)
¶ 2.1 Date Range
- Defines the period for which unbilled entries are included.
- From Date: 01/01/2022
- To Date: 02/28/2026
¶ 2.2 Report By
- Firm (Standard firm‑wide WIP aging format.)
¶ 2.3 Selection Criteria
- Client / Matter: All
- Lawyer / Timekeeper: All
- Type of Law: All
These filters allow targeted analysis by client, lawyer, or practice area.
¶ 2.4 Actions
- View Report
- Export
- Close
There are no additional options for this report.
¶ 3. Report Output
¶ 3.1 Header Information
Displayed at the top:
- Firm Name: Demo‑LawPractica‑BC
- Print Date: 02/27/2026
- Report Title: Unbilled Aging By Client
- Date Range: 2022‑01‑01 to 2026‑02‑28
¶ 3.2 Report Columns
Each row represents a client/matter with unbilled work.
| Column | Description |
|---|---|
| Client No | Client identifier |
| Matter No | Matter identifier |
| Name | Client name |
| Description | Matter description |
| Responsible | Responsible lawyer |
| Lawyer | Timekeeper or billing lawyer |
| Type of Law | Practice area assigned to the matter |
| 0 to 30 Days | Unbilled work aged 0–30 days |
| 31 to 60 Days | Unbilled work aged 31–60 days |
| 61 to 90 Days | Unbilled work aged 61–90 days |
| 91 to 120 Days | Unbilled work aged 91–120 days |
| Over 120 | Unbilled work aged more than 120 days |
| Trust Regular | Regular trust balance available |
| Trust Term | Term trust balance available |
| AR Balance | Outstanding accounts receivable for the matter |
These fields provide a complete aging profile of unbilled work and related financial context.
¶ 4. Export Options
Available formats:
- Excel
- CSV
Exports preserve aging buckets and client/matter grouping.
¶ 5. Best Practices
- Review Over 120 and 91–120 buckets to identify long‑delayed billing.
- Compare Unbilled Aging with Trust balances to determine if trust funds can cover upcoming invoices.
- Filter by Lawyer to identify bottlenecks in billing workflows.
- Use the report during month‑end to ensure WIP is billed promptly.
- Export to Excel for deeper analysis or billing follow‑up lists.
- Monitor AR Balance alongside unbilled WIP to assess total exposure per matter.
¶ 6. Summary
The Unbilled Aging Report provides a comprehensive view of unbilled work grouped by client and matter, categorized into aging buckets and supported by lawyer, practice area, trust, and AR information. It is essential for billing oversight, financial planning, and maintaining healthy cash flow.