Customizable legal financial reporting software for complete visibility

Legal financial reporting software lets law firms transform case and billing data into clear, actionable insights. Rather than just managing numbers, it enables visibility into revenue trends, collections, trust balances, and profitability—all from one dashboard.

Law firms rely on complex billing, trust accounting, and compliance requirements. Financial management software simplifies this work by consolidating data, automating reports, reducing human error, and giving firms better insight into where they’re making—or losing—money.

No, you don’t need a mobile app to use MyCase financial reporting tools. The system works entirely in the cloud, so you can access dashboards and reports from any browser. The MyCase mobile app is available if you want convenient access on the go.

Here are essential law firm financial reports you should use:

• Time and expense reports show billable vs. non-billable hours and associated costs.

• Accounts Receivable and Aging Invoice reports track outstanding invoices and when payments are due.

• Fee Allocation and Case Revenue Reports explain how each case or attorney contributes to revenue.

• Trust Account Reports monitor trust balances, deposits, withdrawals, and compliance.

• Transaction and Case Balance Summary Reports give a holistic financial snapshot across clients and cases.

A native legal financial dashboard gives you a real-time view of your firm’s financial health—without jumping between spreadsheets. Use it to:

• Monitor cash flow, collections, and revenue trends.

• Flag anomalies or overdue accounts early.

• Slice data by attorney, client, or practice area.

• Set goals and benchmark performance over time.

MyCase built-in dashboards let you do all this from one screen, tying directly into your case and billing data.

Customizable reports let your firm see exactly what matters, not what a generic template dictates. Here’s how:

• Reorder, filter, and group data by attorney, client, or case type.

• Save and reuse report templates to streamline reporting.

• Combine financial metrics (revenue, cost, profit) in one view.

• Drill into the data behind trends—for smarter decision making.

MyCase legal financial reporting features are included in its practice management offering. There are tiered plans: the Basic tier includes core financial reports (e.g. accounts receivable, trust summary, time and expense).

Upgrading to Pro or Advanced unlocks richer reports like case revenue, fee allocation, and forecasting.

Using MyCase legal financial reporting software helps your firm:

• Gain clarity across revenue, collections, and trust in one system.

• Save time by replacing manual spreadsheet work.

• Run tailored reports instead of forcing data into generic templates.

• Make informed decisions based on live data—not retrospective guesses.

Beyond financial reporting, MyCase provides a full suite of tools tailored to law firms, including case management, billing and payments, time tracking, client intake, document management, legal accounting, and trust accounting.