Matter Rates and Activity Reports in LeanLaw

The Matter Rates and Matter Activity reports give you visibility into rate configurations across your matters and the billing activity on individual matters — useful for auditing rate consistency, reviewing matter histories, and understanding pricing patterns across your firm.

Matter Activity Report

The Matter Activity report shows billing activity scoped to individual matters — time entries, expenses, and fixed fee details for a selected period and matter.

Key uses:

• Matter billing history: Review everything that's been billed on a specific matter over its lifetime.
• Pre-billing audit: Verify all entries for a matter before staging an invoice — ensuring descriptions are complete and entries are correctly attributed.
• Client reporting: Export matter activity as supporting documentation when a client requests detail on their billing.

Navigate to: Reports → Matter Activity (or the equivalent location in the current product UI — verify)

Matter Rates Report

The Matter Rates report reviews the rate structures configured on your matters — showing which rates are set at the matter level, which users have matter-specific rate overrides, and where rates may be missing or set to $0.

Key uses:

• Rate audit: Identify matters where a user's rate hasn't been set (defaulting to the firm rate) or where a matter-level override might be inconsistent with firm policy.
• Onboarding new matters: Verify that all newly created matters have appropriate rates before time entries are recorded.
• Pricing review: Review rate structures before annual rate increases to understand the scope of changes needed.