The WIP/AR Trust Report in CARET Legal provides a summary of Un-billed fees, Expenses, AR, and Unused Trust and Operating funds by Matter.
is an extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer. It also serves as an excellent tool to get a detailed look at each of your Matters from a financial perspective.
It provides a breakdown of Expenses, Time, and if there is a Prebill or Draft Bill on the Matter you are looking at. This is a very helpful report to consult before making batch Trust Transfers or sending out Invoices/Statements of Account.
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