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Conveyancing dashboards and reports to manage your business

Organised and accessible

TitleX reports are grouped into Matters and Clients, Trust, Office and Management. Report parameters can be adjusted, and filters display real-time data.

Valuable data at your fingertips

Get reports on a schedule you set. View outstanding invoices, inactive matters, WIP and Settlement Dashboards. All reports can be exported to Excel.

Measure your performance

Quickly gauge business performance with the Firm Overview report, examining matters, fees, trust funds held and aged debtors, within a particular period.

Your data your way

Select report parameters for key metrics including: date range, fee earner, matters and status of invoice. Reports can be printed in PDF, Excel, .csv and Word.

TitleX automated forms

Smarter business decisions

Discover TitleX’s reporting capability with an obligation-free demonstration.

View all features of TitleX