See your legal work at a glance
Track activities, time, billing and matter progress from a connected set of dashboards and time tools, then use practical insight to monitor hours, billing and utilization.
Work smarter with connected dashboards
My Activities gives you a central place to manage emails, appointments, phone calls and tasks, while My Dashboard brings your hours, tasks, daily entries and active matters together. Appointments sync with Outlook.
- Billed hours against target, with a calendar of hours by day
- Upcoming deadlines and assigned tasks
- Ask questions about your matters, hours and deadlines in plain English
Capture time accurately
Record time with the stopwatch, add a time entry manually, or keep multiple timers ready in My Timers. Choose the matter, activity and task codes, then save when the work is complete. Billable entries create a billing record for approval before invoicing.
- Several timers running side by side, color-coded by matter
- Task and activity codes set on the timer
- Generate the narrative for the time entry with AI
Understand billing and matter performance
The Billing Report reviews monthly billable matters, margin and billed amounts. The Matter Dashboard gives a broader view of matter totals, billing events, hours and expenses, with charts by resource, a pipeline and a billing forecast.
- Billing and disbursements over time
- Top matters by billing amount and billing by timekeeper
- Pipeline by billing arrangement and a forecast with FTE needed
Monitor utilization across your team
The Time Keeper Report compares actual, billable and non-billable hours by user and period. Review utilization, write-offs, billed amounts and rates, then drill into each timekeeper’s matters.
- Actual vs billable hours, variance and write-off %
- Utilization against target per timekeeper
- Unbilled and invoiced entries at a glance
Finance reports for partners and finance teams
Aged debtors and matter balances show what is owed, what is unbilled and how much client money is held, matter by matter.
- Client money held, unbilled time, disbursements and recharges
- Amounts owed on bills, by matter and responsible lawyer
- Export to CSV or print
Product guide
From recording time as you go to filtering reports for the right period, d365Legal turns day-to-day activity into useful operational insight.
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.