TitleX reports are grouped into Matters and Clients, Trust, Office and Management. Report parameters can be adjusted, and filters display real-time data.
Get reports on a schedule you set. View outstanding invoices, inactive matters, WIP and Settlement Dashboards. All reports can be exported to Excel.
Quickly gauge business performance with the Firm Overview report, examining matters, fees, trust funds held and aged debtors, within a particular period.
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.