Using LEAP Firm & Matter Analytics

11/06/2025
Knowledge

How To

The LEAP Firm & Matter Analytics app provides advanced analysis of time and billing for both individual matters and your firm in general.

How to Enable Firm & Matter Analytics

From the LEAP Matter List, click the Menu button.
Click Marketplace.

The LEAP Marketplace will open in a new window.
Search for, or navigate to, Firm & Matter Analytics and click on it.
Press Enable.
Press the X button in the upper right to close this screen.

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The first time you open the app you will be prompted to grant access to your LEAP system. Press Allow.

Accessing Analytics from a Matter

Open the matter.
Navigate to the Financial Summary tab.
Click Matter Statement from the ribbon.

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If the "Matter Statement" is not appearing in the "Financial Summary," please enable the "Firm & Matter Analytics" app by navigating to Menu > Marketplace.

Producing a Matter Statement

The Matter Statement will generate a statement of the total amount of Fees, Expenses, Taxs, Payments and Trust entries for a matter for a given time period.

From the Matter Statement tab, select the Start Date and End Date for the statement.

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The Start Date will default to the Engagement Date on the matter. The End Date will default to the current date.
Use the checkboxes to select whether to show values inclusive of Tax, display Payments Received, or display a Trust Statement
Select the appropriate Billing Status.
Click Generate to view the statement on screen.
Click Download PDF to save a local copy or Save to Matter to save the statement to the correspondence list of the matter.

Producing a Rates Summary on a Matter

The Rates Summary will produce a breakdown of which hourly rates have been used on a matter and in which proportions.

From the Matter Statement screen, click the Rates Summary tab.
Select the Start Date and End Date for the summary.

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The Start Date will default to the Engagement Date on the matter. The End Date will default to the current date.
Check the desired Billing Status checkboxes.
In the Staff dropdown box select All Staff or a specific staff member.
Select whether to Group the information by Staff Member or by Hourly Rate.
Click Generate to display the summary on screen.
Click Download PDF to save a local copy or Save to Matter to save the statement to the correspondence list of the matter.

Click to edit heading

The Rates Summary is only available to staff members who have the permissions “Time & Fees Recorded by Staff” and “View other staff member’s time entries” enabled.

Producing a Staff Time Analysis on a Matter

The Staff Time Analysis will generate a listing of all billed and billable time for a matter across any date range, as well as providing a summary of the total hours per staff member.

From the Matter Statement screen, click the Staff Time Analysis tab.
Select the Start Date and End Date for the date range.

Click to edit heading

The Start Date will default to the Engagement Date on the matter. The End Date will default to the current date.
Check the desired Billing Status checkboxes.
In the Staff dropdown box select All Staff or a specific staff member.
Select whether or not to Include Summary.
Click Generate to display the analysis on screen.
Click Download PDF to save a local copy or Save to Matter to save the analysis to the correspondence list of the matter.

Click to edit heading

Staff Time Analysis is only available to staff members who have the reporting permission “Time & Fees Recorded by Staff” enabled.

Accessing Analytics via LEAP Menu

From the LEAP Matter List, click the Menu button.
Click Accounting.
Select Firm Performance.

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Exports from the Firm Performance screen can be saved to an Admin Matter. To set one, click the cog in the upper left and select the Admin Matter using the matter lookup.

Producing an Hours Analysis

The Hours Analysis will provide the total number of hours recorded per week or month for each staff member for a given period.

Use the Period field to select whether the analysis should be on a Monthly or Weekly basis.
Select the relevant Start and End range.

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Note that the Monthly date range cannot exceed 12 months, and the Weekly date range cannot exceed 13 weeks.
Use checkboxes to include or exclude staff with zero time recorded in the date range or inactive staff members.
Click Generate to display the hours analysis.
Click Save to Admin Matter to save a copy of this data to the selected Admin matter or click Download PDF or Download Excel to save local copies in those respective formats.

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The Hours listing is only available to staff members who have the reporting permission “Staff Time & Fees Activity Summary” enabled.

Producing a Fees Billed Analysis

The Fees Billed Analysis displays the value of the time and fee entries billed per month per staff member for a selected date range.

From the Firm Performance screen, click the Fees Billed tab.
Select the relevant Start and End range.

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Note that the date range cannot exceed 12 months.
Use checkboxes to determine whether to include tax in the amounts, and whether to include inactive staff members.
Click Generate to display the Fees Billed analysis.
Click Save to Admin Matter to save a copy of this analysis to the selected Admin Matter, or click Download PDF or Download Excel to save local copies in those respective formats.

Click to edit heading

Fees Billed is only available to staff members who have the reporting permission “Staff Invoiced Funds” enabled.

Producing a Fees Collected Analysis

The Fees Billed Analysis displays the value of the payments received against time and fee entries per month per staff member for a selected date range.

From the Firm Performance screen, click the Fees Collected tab.
Select the relevant Start and End range.

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Note that the date range cannot exceed 12 months.
Use checkboxes to determine whether to include tax in the amounts, and whether to include inactive staff members.
Click Generate to display the Fees Collected analysis.
Click Save to Admin Matter to save a copy of this analysis to the selected Admin matter or click Download PDF or Download Excel to save local copies in those respective formats.

Click to edit heading

Fees Collected is only available to staff members who have the reporting permissions “Staff Invoiced Funds” and “Staff Receipted Funds” enabled.

Producing a Rates Summary for all Matters

The Rates Summary will produce a breakdown of which hourly rates are being charged in LEAP and in which proportions. It can summarize per hourly rate, per matter or per staff member.

From the Firm Performance screen, click the Rates Summary tab.
Select the required Start Date and End Date.
Check the desired Billing Status checkboxes.
In the Staff dropdown box select All Staff or a specific staff member.
Select whether to Group the information by Staff Member, Hourly Rate, or Matter Number.
Click Generate to display the summary on screen.
Click Save to Admin Matter to save the statement to the correspondence list of the firm’s Admin matter or click Download PDF to save a local copy.

Click to edit heading

The Rates Summary is only available to staff members who have the permissions “Time & Fees Recorded by Staff” and “View other staff member’s time entries” enabled.

Producing a Staff Time Analysis for all Matters

The Staff Time Analysis will generate a listing of all billed and billable time across any date range, as well as providing a summary of the total hours per staff member.

From the Firm Performance screen, click the Staff Time Analysis tab.
Select the required Start Date and End Date.
Check the desired Billing Status checkboxes.
In the Staff dropdown box select All Staff or a specific staff member.
Select whether or not to Include Summary.
Click Generate to display the analysis on screen.
Click Save to Admin Matter to save the analysis to the correspondence list of the firm’s Admin matter or click Download PDF to save a local copy.

Click to edit heading

Staff Time Analysis is only available to staff members who have the reporting permission “Time & Fees Recorded by Staff” enabled.

Last Modified Date

11/06/2025 5:33 am

Title

Using LEAP Firm & Matter Analytics

URL Name

Using-LEAP-Firm-Matter-Analytics-CA

Resolution