Custom Reports
Unlock insights hidden within your ProLaw® data.
Standard reports fall short. We design and build custom SSRS reports that extract exactly the data your firm needs — from financial breakdowns to matter performance and everything in between.
Why custom reports matter
Every firm has unique reporting needs driven by their practice areas, management style, and client requirements. The built-in ProLaw® reports provide a solid foundation, but they can't anticipate every question your firm needs to answer. Custom reports bridge that gap.
Whether you need to track realization rates by practice group, generate compliance reports for specific clients, or give your managing partners a real-time view of firm performance, custom SSRS reports make it possible. If your firm is running ProLaw® 2017.1 or older, you will almost certainly need custom reports after upgrading — many built-in reports changed or were deprecated in newer versions.
What we build
Our team builds a wide range of reports including financial summaries, profitability analysis, accounts receivable aging, work-in-progress tracking, productivity metrics, matter performance dashboards, and client-specific billing requirements. We also build reports for trust accounting, 1099 preparation, and other back office needs.
Beyond financials, we build front office reports that many firms overlook — conflict of interest reports, calendar and docket summaries, matter status overviews, and contact or relationship reports. If your firm needs better visibility into what's happening on the practice side, not just the billing side, we can build that too.
Every report is built using SQL Server Reporting Services (SSRS), the native reporting platform for ProLaw®. This means your reports integrate seamlessly with the system — no third-party tools or manual data exports required.
From concept to delivery
We start by understanding what questions you need your data to answer. From there, we design the report layout, write the SQL queries, build the SSRS report, and iterate with your team until the output is exactly right.
ROI Calculator
See how much time and money custom reports can save your firm.
Frequently asked questions
- What types of custom reports can you build for ProLaw®?
- We build virtually any report your firm needs — financial summaries, profitability analysis, AR aging, WIP tracking, productivity reports, conflict checks, trust accounting reports, 1099 reports, calendar reports, and custom dashboards.
- What is SSRS and why does it matter for ProLaw® reporting?
- SQL Server Reporting Services (SSRS) is the native reporting platform used by ProLaw®. Building reports in SSRS means they integrate directly with ProLaw® — no manual data exports or third-party tools needed. Reports can be run on-demand, scheduled, or delivered automatically.
- Can you modify our existing ProLaw® reports?
- Absolutely. We frequently modify existing reports to add new fields, change layouts, fix calculation errors, or update reports that broke after an upgrade. If you have a report that almost works, we can make it work exactly right.
- Can we maintain custom reports ourselves after you build them?
- If your team has SSRS experience, they can make modifications. We also offer SSRS training for firms that want to develop in-house report writing capabilities.
Need a report ProLaw® can't generate out of the box?
Tell us what data you need and we'll build the report — tailored to your firm.
Get in touch