Docketwise Custom Reports empower immigration law firms to create and share custom data reports, facilitating better decision-making. These reports provide meaningful insights into various aspects of the firm's operations. With custom reporting, you can access data that matters most to your firm on a granular level, revealing high-performing areas and areas needing improvement. Features include detailed case and matter reporting to identify cases behind schedule, sorted invoices to track payments, revenue target monitoring, and filtered audience groups for targeted lead generation campaigns. Save time with commonly-used reports by configuring them once and accessing them anytime. Share reports with your team to ensure everyone has the latest insights and to track lead sources for profitability analysis.

Features:

• Detailed case and matter reporting: See which cases are behind schedule so that you can take quicker action.
• Sort invoices (paid vs. unpaid): Sort clients based on who paid and who needs a follow-up reminder.
• Revenue targets: See how your revenue progresses over time so that you can make more informed decisions for your firm.
• Filter audience groups: Sort clients by attributes like physical location so you can develop your next lead generation campaigns.

Save time on commonly-used reports Save yourself tons of time by configuring common reports once and having them easily accessible whenever you need them. Docketwise's reporting allows you to create unlimited reports as required and can be accessed within your dashboard anytime.

• Save report configurations
• Easily access and modify your preferred report settings, which will save time and improve your efficiency.
• One-click access
• Quickly retrieve the information you need, which can help you analyze data and make informed decisions faster.

Share reports with your team Not only can you customize reports, but you can make reports publicly accessible to your team. Sharable reports will save you from the never-ending “can you send me that latest report?” and get everyone on the same page.

• Share reports
• Make reports accessible to your team members so that everyone can get the latest insights.
• Identify best sources
• Track your lead sources of to determine which ones are most profitable for you.