Available LEAP Reports

How To

Here's a comprehensive list of LEAP reports, categorized into four main groups: Matters & Clients, Trust, Operating Account, and Management.

For general instructions on how to utilize LEAP reports, please refer to this article.
For information on Staff permission settings for reports, please consult this article.

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In general, you can access LEAP reports by navigating to the LEAP Menu > Reports, with the following three exceptions:

Expense Recovery Listing Report: Located at LEAP Menu > Accounting > under Operating Accounting > Expense Recoveries > Search > .
Document Packets Report: Located at LEAP Menu > Home > under Documents > Document Packets > Search > .
Time and Fees List Report: Located at LEAP Menu > Accounting > under Operating Accounting > Time & Fees > Search > .

The three reports are all marked with an asterisk (*) below.

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For custom reports:

LEAP integrates with Power BI via the LEAP Connector for Power BI, allowing you to create tailored reports and dashboards to suit your firm's specific needs. For more information, please refer to this article.
LEAP also integrates with RedView to offer Custom Reporting solutions. For more information, please visit this link.

Matters & Clients

Client & Cards

Card Details	Displays card details, including names and contact information, with filters for creation date, card types, and other criteria. Search or browse the card list and select specific cards to download their details.
Client Details	Displays client details, including names and contact information, with filters for creation date, matter, staff, and other criteria. Search or browse the client list and select clients to download their details.

Real Estate

Current Real Estate Matters	Lists all active Real Estate matters, including details such as matter number, client, property, and key dates, filterable by matter and staff.
Matters due for Closing	Displays active Real Estate matters with a Closing Date within the specified period, filterable by matter type and staff.
Realtors Report	Lists Realtors associated with matters, including their details, property information, and key dates. Filters include matter opened period, matter, and staff.

Other Matters & Clients Reports

Appointments	Lists appointments across matters, including details such as client, assignee, scheduled time, and subject. Filters include appointment date and staff.
Archived Matters	Lists all matters archived within a specified period, including any recorded physical file locations and date of destruction. Filters include matter type and staff.
Client Overview	Provides a financial summary of clients, tracking fees entered, amount billed, and payments received, with optional matter-level details.
Completed Matters	Lists matters completed within a specified period, filterable by matter and staff.
Critical Dates	Displays critical dates for matters within a specified period, with filters for critical date aliases, staff, and matters to support effective critical date management.
Matter List	Provides a detailed overview of matters, filterable by matter opening date, matter type, matter status, and staff, with options to include the other side or archived matters.
Matter Tasks	Displays tasks created across matters, including key details such as status, dates, assignee, and subject. Filter options include date range, assignee, and matter staff.
Matters by Last Activity	Lists matters with no recorded activity since a specified date, focusing on activities such as the creation or modification of matter details, documents, or professional fees.
Matters Opened	Lists matters opened within a specified period, with filters for Reporting Group, matter status, matter type, and different staff types.
Retainer Agreement Received and Outstanding	Lists matters marked as "Retainer agreement required" to track whether a retainer agreement has been received from clients, filterable by matter opened date range.
Safe Custody	Generates a list of safe custody records for a specified period and selected statuses, including packet numbers, associated clients or matters (if applicable), and document dates to support safe custody tracking.
Work Obtained by Referrer	Provides an overview of professional fees recorded, invoiced, and recovered for matters obtained through various referral sources.
Document Packets Report*	A printout of the results of the search screen for document packets, accessible via: LEAP Menu > Home > under Documents > Document Packets > Search > .

Trust

Separate Interest Bearing Accounts

Separate Interest Bearing Accounts Control Account	Lists all transactions for Separate Interest-Bearing Accounts within a specified period, including deposits, withdrawals, fees, interest earned, and total balances.
Separate Interest Bearing Accounts Ledger	Downloads ledgers for active Separate Interest-Bearing Accounts across all matters for a specified period. Choose to run the ledgers by either transaction date or entry date.
Separate Interest Bearing Accounts Listing of Accounts	Provides a list of Separate Interest-Bearing Accounts as of a specified date, with balances calculated based on either the transaction date or entry date.
Separate Interest Bearing Accounts Statement	Downloads statements for active Separate Interest-Bearing Accounts across all matters for a specified period. Choose to run the statements by either transaction date or entry date.

Trust Accounts End of Month

Account End Of Month	Runs the Account End of Month (EOM) process for the period based on your last EOM date, generating five EOM reports.
General End Of Month	Runs the General End of Month (EOM) process for the period based on your last EOM date, generating two EOM reports.
View Previous Trust Accounts EOMs	Provides access to previously generated Trust End of Month (EOM) reports, including both General and Account EOM reports.

Other Trust Reports

Bank Account Register	Provides a detailed record of transactions for a selected trust bank account over a specified period, including deposits, withdrawals, balances, and reconciliation status.
Dormant Matters with Trust Account Balances	Lists inactive matters that maintain a current balance in the selected trust bank account. Refine the results by specifying a minimum period of inactivity relative to a chosen reference date.
Online Payments Received	Lists all payments received through Online Payments that have been recorded in the Trust Ledgers for a selected bank account within a specified period.
Potential Trust to Receivables Transfer	Lists matters with outstanding invoice balances and available trust funds, helping identify potential transfers to cover receivables.
Retained Trust Funds	Lists matters that have current Retained Trust Funds within a specified trust bank account.
Trust Account Payments Received Cash Book	Lists trust payments received and trust bank deposits within a specified period for a selected bank account, tracking incoming trust funds to support reconciliation and compliance.
Trust Accounts Payments Paid Cash Book	Lists trust payments paid within a specified period for a selected bank account, tracking outgoing trust funds to support reconciliation and compliance.
Trust Accounts Bank Deposit Slip	Downloads trust bank deposit slips within a specified period for a selected trust bank account.
Trust Accounts Journals	Lists all trust journal transfers between matters for a selected trust bank account over a specified period, detailing each Journal's ID, matter information, transfer reason, and amount.
Trust Audit Report	Tracks matter changes, including client, matter, and card actions, with detailed before-and-after snapshots to support internal audits and compliance reviews.
Trust Bank Reconciliation	Downloads previously finalized Trust Bank Reconciliations with the option to include or exclude presented items.
Trust Fund Requests - Unpaid	Displays unpaid Online Payments Trust Fund Requests, assisting in tracking outstanding requests and following up as needed.
Trust Ledger	Downloads trust ledgers for a selected trust bank account. Select matters to include and run ledgers based on either a reporting period or a cutoff date.
Trust Overdrawn	Lists transactions that resulted in a negative trust balance on a matter at any point within the specified period, including the transaction type, reference number, matter information, and resulting balance.
Trust Payments Received	Downloads trust payments received slips within a specified period for selected matters.
Trust Statements	Downloads trust statements for a selected trust bank account. Choose matters to include and run statements based on either a reporting period or a cutoff date.
Trust Trial Balance	Lists trust ledger account balances by matter as of a specified date for a selected trust bank Account, with options to include matters based on balance or transaction history.
Trust Trial Balance by Client	Lists trust ledger account balances by clients as of a specified date for a selected trust bank account, with options to include clients based on relevant balance or transaction history.
Trust Uncleared Funds	Lists trust payments that have been received, banked but not yet cleared, providing details such as the amount, check information, bank deposit date, and the number of days until the check is cleared.

Operating Account

Accounts Receivable Report	Displays matters' accounts receivable balances as of a specified date, including those with outstanding invoices or Retainer/Credits balances. Expand a matter to view the aging details of individual invoices. Results can be filtered to include only finalized invoices.
Accrual Receivable GL Validation	Provides a summary of receivable journals for a specified period, including total values for invoices and adjustments, fee and expense allocations, and payments received, along with the trade receivable balance as of the period end.
Aged Expenses Report	Displays matters' aged expense balances as of a specified date, with options to expand balances by expense type and view further itemized details. Expenses on draft invoices are treated as aged until the invoice is finalized, with an option to also include Billable - Later Invoice items.
Aged WIP & Expenses Report	Displays matters' total aged WIP and expense balances as of a specified date, with options to expand balances by transaction type and view further itemized details. Items on draft invoices are treated as aged until the invoice is finalized, with an option to include Billable - Later Invoice items.
Aged WIP Report	Displays matters' total aged WIP balances as of a specified date, with options to expand for itemized details and to include items on draft invoices or Billable - Later Invoice items.
Anticipated Expenses	Lists Anticipated Expense transactions within a specified period, displaying transaction information including payment due date, whether payment has been made to the supplier, and associated matter and invoice.
Bank Deposit Slips	Downloads Operating Account Bank Deposit slips within a specified period from a single location.
Combined Matter Ledger with Balances	Downloads the combined Operating Account Ledger and Trust Accounts Ledger for selected matters, with an option to include or exclude archived matters.
Download Invoices	Downloads invoices for selected matters into a single document for a specified period, with options to customize by invoice status, sorting order by matter or invoice number, and itemization.
Download Payments Received	Downloads payments received into a single document for a specified receipting period and selected matters. An Operating Bank Account must be selected.
Expenses Report	Lists Operating Account Expense transactions within a specified period for a selected Operating Bank Account, with an option to filter by payment type.
Firm Exposure by Client	Lists matters with client exposure as of a specified date, showing the total exposure per matter against the cleared trust funds balance, with a breakdown of outstanding receivables, WIP, and expense balances.
General Ledger Movements	Downloads a summary or detailed list of general ledger journals exported to accounting software for a specified period, with options to filter by export status and to filter or group by account code or tax code.
Invoices Report	Displays invoices for a specified period, including matter details, a breakdown of fees and disbursements, adjustments, payments received, and the balance due. Filters can be applied based on matter-related or invoice-related criteria.
Matter Balances	Displays matter balances as of a specified date, including trust funds, WIP, receivables minus retainer, retainer, and unbilled expenses. Filters can be applied to refine the matters displayed, including whether to include archived matters.
Matter Billing Guides	Downloads billing guides for selected matters as of a specified date to assist with reviewing billing details before invoicing. The summary and detail items can be customized to adjust the level of detail included.
Matter Billing Summary	Summarizes matters' current billing details, including billed-to-date amounts, unbilled amounts, total receivables, and trust funds balance—providing an overview prior to invoicing.
Matters Financial Summary with Aging	Provides an overview of the firm's various balances as of a specified date, including receivables, retainer&credits, WIP, unbilled disbursements, and trust funds, with an aging breakdown per matter.
Online Payments Received	Lists all payments received via Online Payments and recorded in the Operating Account ledger within a specified period. An Operating Bank Account must be selected.
Online Payments Reference Lookup	Enables search for Online Payments transactions by reference number, displaying the reference type, transaction and matter numbers, debtor, and balance due or amount.
Operating Account Expense Report	Lists expense transactions within a specified period, with options to filter by expense type, billing status, and matter type.
Operating Account Payments Received Report	Lists Operating Account Payments Received within a specified period for a selected Operating Bank Account, with an option to filter by payment type.
Statement of Account Summary	Downloads summary Statements of Account for selected matters. Summary statements can be generated as of a specified date for matters with outstanding balances, or across a defined period for matters with balances and/or transactions.
Statement of Account Receivable Ledger	Downloads Statements of Account from the Receivables Ledger for selected matters. Statements can be generated as of a specified date for matters with outstanding balances, or across a defined period for matters with balances and/or transactions. Each statement provides details on receivables transactions, balances, and aging information.
Expense Recovery Listing Report*	A printout of the results of the firm-wide search screen for expense recoveries, accessible via: LEAP Menu > Accounting > under Operating Accounting > Expense Recoveries > Search > .
Time and Fees List Report*	A printout of the results of the firm-wide search screen for Time & Fees, accessible via: Time and Fees List Report: Located at LEAP Menu > Accounting > under Operating Accounting > Time & Fees > Search > .

Management

Matter Activity Recording Fee Earner Performance Module	Compares auto-recorded time against manual entries and normalizes fixed fee billing, assisting in evaluating the efficiency and transparency of work performed.
Billing Realization Summary	A summary of staff billing realization and collection performance for a specified period, including billing and collection realization ratios.
Completions - Chart	A graphical display of the total number of matters completed in each active month within the year up to the specified date.
Daily Time & Fees by Staff	Provides daily total values of billable and non-billable fees recorded for selected staff within a specified week, along with month-to-date and financial year-to-date summaries.
Daily Time & Fees by Staff Responsible & Acting	Provides daily total values of billable and non-billable fees recorded within a specified week for selected Staff Responsible or Staff Acting, along with month-to-date and financial year-to-date summaries.
Fee Contributions & Recovery	Provides details of fees recorded, invoiced, and collected for selected staff, allowing for the attribution of work to different staff roles.
Fee Contributions & Recovery by Matter Type	Provides details of fees recorded, invoiced, and collected, grouped by matter type for a specified period. Expand each matter type to view a breakdown by matter.
Fee Earner Overview	A customizable overview of the selected fee earner's performance as Staff Responsible, Staff Acting, or Originating Attorney, covering client and matter overview, revenue generation, aged balances, trust transfer availability, Separate Interest-Bearing Accounts balances, and more. The report features both ranked metrics (such as Top Clients) and non-ranked metrics.
Fee Earner Summary	A detailed summary of fee earner performance for a specified month, quarter, or year, covering fees entered, billed, and collected (with comparisons to budgets and year-to-date figures), as well as WIP, receivables aging, and matter overview. Users can choose to focus on a specific staff type.
Firm Overview	A comprehensive overview of firm performance for a specified period, covering key areas such as matters, clients, firm exposure, fee earner performance, aging summaries, trust fund balances and transfer availability, and more. Select a staff type to include for displaying matter information.
Invoice Variance Report	Lists invoices with fees recorded for selected staff within a specified period, showing variances between recorded and billed fees, along with any fee adjustments.
Matters by Matter Status Chart	A graphical display of matter distribution across different matters status for a specified period, with filters for matter types, Staff Responsible, and Staff Acting.
Matter by Matter Type Chart	A graphical display of matter distribution across different matter types for a specified period, filterable by matter status and followed by a detailed breakdown for each matter type.
Matters Opened by Staff Resp & Acting Chart	A graphical comparison of matters opened by different Staff Responsible or Staff Acting within a specified period, followed by a detailed breakdown for each staff member.
Payment Allocation Report	An overview of the allocation of payments received to billed fees and expenses within a specified allocation period for selected staff, allowing for the attribution of work to different staff types.
Practice Overview	A quick overview of key financial and operational metrics, including aged balances, trust balance, cash flow, receivables aging, and matters opened and completed for the current month. The report is cached daily.
Staff Budgets	Reviews the selected staff’s monthly performance against budget targets for billable hours, non-billable hours, fees entered, and fees collected over the course of the relevant year.
Staff Details	Provides a staff list with key details, including basic personal information, login status, username, creation dates, billing rates, and more.
Staff Invoiced Funds	Displays selected staff members' fee contributions to invoices within a specified billing period.
Staff Receipted Funds	Displays selected staff members’ fee contributions to Operating Account payments received within a specified period.
Staff Time & Fees Activity Summary	A summary of Time and Fees recorded by selected staff within a defined period, grouped first by staff and then by activity code. Filter options include matters, invoice statuses or a specific activity code.
Time & Fees Analysis	Provides a year-over-year comparison of a selected monthly staff metric—hours entered, Time and Fees invoiced, or Time and Fees paid—with an option to compare by financial or calendar year.
Time & Fees Recorded by Staff	Provides daily totals of billable and non-billable hours recorded for all staff within a specified week, along with Time and Fee summaries for the month-to-date and financial year-to-date.
Work Obtained Chart	A graphical comparison of work obtained from different sources, measured by matters opened, and followed by a detailed breakdown by matter.

Last Modified Date

5/7/2025 1:34 AM

Title

Available LEAP Reports

URL Name

Available-LEAP-Reports-US

Resolution