Tools, Reports, & Import > Run Reports > Referral Report


Referral Report

The Referral Report makes it easy to track referral sources and their impact on your bottom line.

It allows you to stay on top of what is driving business to your door by tracking the success of your referrals.

To run the report:

1.     Go to Tools in the main menu bar, select Reports > Files from the left pane and Referral Sources for Files Opened in Date Range from the main screen to display the Select Parameters dialog.

2.     You can filter the report to files in a specific date range using the calendar controls in the From and To fields or select a File Type from the dropdown menu.

        Select the Include inactive Files check box if you wish to view inactive files in your report.

3.     Click OK.

        A Referral Report displays allowing you to quickly see the client files with the Fees and Expenses being tracked against them, along with the amount Billed and Paid for each. Further summary options break down the figures by Responsible Lawyer, by File Type and by Referral Source and Date Opened.

        This new report can be saved to PDF, Word or Excel.

        Expenses in Date Range Report

        General Receipt Report

        Time, Billing and Collections

        Settlement Statement

        Files by Selected Status

        Run Reports


Amicus Cloud (January 2023)

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