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Five Reports Every Managing Partner Should Run Monthly
Skip the vanity dashboards. These five reports tell you what's actually happening in your practice.
If you only run five reports a month, make them these.
1. Active matters by partner
Catches imbalanced load before it becomes resentment.
2. Matters with no activity in the last 30 days
Surfaces files that have stalled — the client may have moved on or the bench may be the bottleneck.
3. Cause list density per partner
Partners doing 12+ hearings a week are heading for burnout. Ones doing fewer than 3 may be under-utilised.
4. Aging receivables over 60 days
Cash flow signal. Don't let this slip past 90 days.
5. Adjournment rate per matter
Matters that have been adjourned more than 5 times in a year deserve a partner-level review. Either the matter is unusually complex or the strategy needs to change.