Billables Reports in LeanLaw
How to use LeanLaw's billables reports to track billable totals by attorney, client/matter, practice area, and LEDES codes — including the WIP, Billed, Collected report and the Ready-to-Bill view.
Billables reports track the financial lifecycle of work from the moment it's recorded through to collection — distinguishing between unbilled work (WIP), work that's been invoiced (Billed), and work that's been paid (Collected).
The Four Billing Stages in Reports
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Stage |
Definition |
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Billable (WIP) |
Work that has been recorded and is eligible to be billed — hours, fixed fees, or expenses not yet on an invoice. |
|
Draft |
Work that has been included in a draft invoice but not yet approved or submitted to QuickBooks. |
|
Billed |
Work included in an invoice that has been submitted to QuickBooks and sent to the client. |
|
Collected |
Work included in an invoice that has been paid by the client. |
Billables Report Dimensions
Billables by User (Attorney)
Shows billable totals — hours, fixed fees, and expenses — for each timekeeper who is marked as Responsible on a matter. Useful for understanding each attorney's contribution to the firm's billing pipeline.
Navigate to: Reports → By User → Billable
Billables by Client & Matter
Shows billable totals broken down by client and matter. Drill into a client to see matter-level detail, and into a matter to see individual time entries and expense breakdowns. Includes separate columns for Billed and Unbilled items.
Navigate to: Reports → By Client and Matter → Billable
Billables by Practice Area
Groups billable totals by practice area. Shows which areas of the firm are generating the most billing activity — essential for practice group management and revenue forecasting.
Navigate to: Reports → By Practice Area → Billable or WIP, Billed, Collected
The WIP, Billed, Collected Report
The WIP, Billed, Collected report is the most comprehensive billables view — showing work across all four billing stages in one place. It's available grouped by user, client/matter, responsible attorney, and practice area.
Key uses:
- Month-end review: See all WIP that should be invoiced this cycle alongside what's already been sent and collected.
- Cash flow forecasting: The Billed column shows what's outstanding — revenue you've earned but haven't collected yet.
- Expense tracking: Includes billed vs. unbilled expenses. Use this to ensure no expenses are left unbilled.
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💡 Tip: Enable Show Matters in the filter to see client/matter breakdowns. Click into any row to drill down to individual line items. |