Many law firms dedicate full-time staff whose job roles are to spend countless hours collating data and generating customized reports for their clients. Such roles are defined for archive assistants or legal assistants and require direct access to the firm’s practice management system. The responsibility of handling report generation can be daunting if there is no efficient system in place to generate such information. In addition, this role is made more difficult when their current case management software allows them generate only certain types of reports which then have to be modified as per their clients’ requirements.

Accurate report generation is an essential requirement for both law firms and in-house counsel. Law firms and organisations should be able to generate their own reports to understand their own performance metrics, utilization and profit rates. Hence, WASI has integrated a report generation module which allows organisations to perform the following:

• Use WASI pre-built report formats or build their own reports from scratch and save them as templates for future use
• Keep clients up to date by generating real-time case and matter reports in Microsoft Word, Excel or PDF on the go
• Generate billing and expense reports which provide records of trust ledgers, payment history, receivables and more.
• Generate performance reports for each team member for monitoring productivity across the board
• Allow in-house counsel to provide accurate reports to company management on the details of each case, its assigned attorney and its latest update.