What You Need: Default Reporting May Not Cut It

Most software products these days contain reporting features, which often include default reports, sometimes with the ability to customize, to build your own reports. 

 

Now, if you’re not using the default reports in your system on a regular basis, test them out – you might be surprised by what you learn, about your own operations. 

 

But, if you’ve used your default reports, and pine for more – there is an option.  Lots of softwares allow you to build ‘custom’ reports – reports that you generate using data of your own choosing, selecting the fields and information you most want to see. 

 

Every law firm is different, so each law firm requires unique reporting. 

 

And, if you can’t get what you need from the primary reports included in your software tools, and you don’t have the customization option, sometimes integrated programs can allow you the flexibility you need – including accounting products, like Quickbooks, which are often (and, should be) linked to case management softwares. 

 

Maybe it’s time to uncover the wonderful world of reports, inside of your own law firm. 

 

. . . 

 

Are you reporting for duty?  If you want to be, let’s talk! 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, Vermont Bar Association members have access to experienced law practice management consultants at a special discounted rate.

To get started, visit Red Cave's Vermont Bar Association landing page, and start running your law practice like a business.