Reporting & analytics support for law firms & legal teams

Attorneys and legal operations managers spend significant time pulling together billing reports, matter status summaries, and utilization data that could be handled by a skilled EA. Whether you're preparing partner performance reports, tracking realization rates, or compiling client-facing matter updates, that work doesn't require your billable hours. Trusty Oak EAs with legal operations experience can own the reporting workflow so your team stays focused on practice.

100+ tasks completed in this service category across our client base.

Fractional reporting & analytics support for lawyers and law firms

How Trusty Oak handles reporting & analytics for lawyers and law firms

A Trusty Oak EA assigned to your legal reporting work typically starts by mapping your existing data sources — Clio, MyCase, PracticePanther, or your firm's billing platform — and understanding which reports you produce on a recurring basis versus ad hoc. From there, they take ownership of pulling, formatting, and distributing those reports on your schedule, whether that's weekly utilization summaries, monthly billing realization reports, or quarterly client matter reviews. They work inside your existing tools rather than introducing new ones, and they flag anomalies — like a matter that's approaching budget threshold or a timekeeper with unusually low billable hours — so you can act before it becomes a problem. Your role is to review the final output and make decisions; the EA handles the data gathering, formatting, and consistency checks that eat up time before you even get to the analysis.

What your EA takes off your plate

The most common mistake when delegating legal reporting for the first time is handing off a one-time report instead of a repeatable process — which means you get one deliverable and then have to re-explain everything next month. Before your EA starts, pull together one example of each report you want them to own, note where the source data lives and who has access, and confirm your billing software login can be shared via a secure credential tool like LastPass. That prep work turns a one-time task into a system your EA can run independently.

1

Recurring Billing & Realization Report Preparation

Pull billed, collected, and written-off amounts from your billing software (Clio, Aderant, or similar) and format into a partner-ready summary on a weekly or monthly cycle.

2

Matter Status Dashboard Updates

Maintain a running dashboard — in Excel, Google Sheets, or a project tool like Notion — that tracks open matters, key deadlines, responsible attorneys, and budget-to-actual spend.

3

Timekeeper Utilization Tracking

Compile billable hour data by attorney or paralegal, calculate utilization rates against firm targets, and flag individuals who are trending below threshold before month-end.

4

Client-Facing Matter Summary Reports

Prepare formatted matter update reports for clients that summarize activity, hours logged, costs incurred, and next steps — ready for attorney review before sending.

5

Intake & Conversion Funnel Reporting

Track new client inquiries, consultation-to-retention conversion rates, and referral source data from your CRM or intake software (Lawmatics, Clio Grow) to support business development decisions.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Zapier
Salesforce
Microsoft Excel
Google Looker Studio
Google Analytics 4
HubSpot

...and many more!

Trusted by lawyers and law firms

Trusty Oak supports lawyers and law firms including Advantage Evans, La Firma Inmigrantes Primero, Rupal Law — handling everything from reporting & analytics to broader operational support.

What reporting & analytics support costs for lawyers and law firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently Asked Questions

Yes — EAs regularly work inside platforms like Clio, MyCase, PracticePanther, and Smokeball to pull reports and update matter records. You'll want to set up a user seat with appropriate permissions before the engagement starts, which your Client Success Manager can help you plan during onboarding.
All Trusty Oak talent sign confidentiality agreements, and we recommend using a secure credential-sharing tool (like LastPass or 1Password) rather than sharing passwords directly. For firms with specific ethical obligations around client data, we can discuss access scoping so the EA only sees the data necessary for the reporting tasks.
That's a common starting point and something our Specialists ($50/hr) handle well — they can assess what data you're currently capturing, identify gaps, and build report templates in Excel or Google Sheets that your team can use going forward. If you already have reports but just need someone to run them consistently, an Executive Assistant ($35/hr) is typically the right fit.

Get your legal reporting off your plate

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your firm's specific reporting needs — so your EA is productive from week one. Monthly budgets start at $1,000 with a one-time $300 onboarding fee.