Product · Money & books

Reporting

Realization, recovery, WIP and utilization computed from the same records the work runs on — so the report and the file can't quietly disagree.

The OneFirmOS Reporting view: Revenue, AR Aging, WIP, Utilization and other report tabs over KPI cards for fees billed, invoiced, collected and outstanding AR, with an Invoiced-vs-Collected chart.
Reporting — revenue, WIP, utilization and profitability, all from the live records.

What you can do

Reports that tie to the file

Realization, recovery, WIP and utilization are computed from the live records the work runs on — nothing is typed into a report, so it can't drift from reality.

Realization & recovery

Measured from real time and billing, firm-wide or by partner.

WIP & aging

What's unbilled and how old, by engagement and client.

Utilization

Capacity against actual, per person and per team.

Practice overview

The firm's due-today, this-week and pipeline at a glance.

Practice filters

Slice everything by office, partner or manager.

Exports

Every figure exportable; CaseWare-ready where it counts.

Why OneFirmOS

What sets us apart.

  • Measured, not enteredEvery figure is computed from the live records the work runs on — nothing is typed into a report.
  • Report equals fileBecause they read the same data, the report and the underlying file cannot quietly disagree.
  • Slice by practiceFilter realization, WIP and utilization by office, partner or manager in one click.
A team reviewing charts and dashboards together at an office table.

How it works

One dataset, every view

1 · Measured, not entered

Figures come from real time, billing and capacity — nothing is typed into a report.

2 · Slice by practice

Filter everything by office, partner or manager in one click.

3 · Export clean

Every number is exportable, CaseWare-ready where it counts.

FAQ

Frequently asked questions.

Is reporting included?

Yes — it's part of the $55 Platform, and filters apply to every report and the CSV export.

What can I measure?

Revenue, AR aging, WIP, utilization, realization, recovery, client profitability and more.

Can I export the numbers?

Yes — every figure is exportable, and CaseWare-ready where it counts.

One platform

The report and the file are the same truth

Because reporting reads the live records, month-end is a glance — not a reconciliation project.