Your Guide to Success! 🚀

Utilization Reporting

Use our utilization reporting tools to share dockets with your clients.

Sharing Dockets with Clients

From the mandate detail page (accessed from the Dashboard or Mandates pages), you can download or send a PDF utilization report. Just select a date range and follow the prompts.

Click on the “Download Report” button to create a report.
Click on the “Download Report” button to create a report.
 
Select a time range for your report.
Select a time range for your report.
 
Click on the Download Report button to start the download.
Click on the Download Report button to start the download.
Expand the “Send to Client” section to share your utilization report directly from the App.
Expand the “Send to Client” section to share your utilization report directly from the App.
 
 
💡

We recommend sharing a utilization report with your client monthly. Goodlawyer also reserves the right to share your utilization with your client, should they ask us for it.

 
🆘

If you encounter any issues or want a demo, please email tom@goodlawyer.ca

 
Did this answer your question?
😞
😐
🤩