Pre-Bill (Matter Billing Report)

This report has a dual purpose

  1. As a Matter Billing Report, you can look at all billed and unbilled time and expenses by matter.
  2. As a Pre-Bill Report, you can filter out billed items and only focus on Work in Process (WIPs).

To access this report, go to Reports > Billing > Pre-Bill (Matter Billing Report)

Report Filters

  • Matter Owner: Choose all matter owners or a specific matter owner.
  • Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, This Year, and Till Date.
  • Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
  • Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.
  • Show: Choose to view summary or details. The details view gives you the option of selecting the Timekeeper Rate – Itemized Rate or Effective Rate.
    • Itemized Rate displays number of hours spent using different rates for timekeepers in the matter.
    • Effective Rate value is calculated for each matter as Timekeeper’s Amount/Time Spent, rounded off to the nearest integer.
  • Include: All, Only Fee, Only Cost, Only Soft Cost, or Only Hard Cost.
  • Billing Frequency: From the drop-down, select the frequency from the list that displays.


  • Check boxes to exclude billed items and/or non-billable items.

Report Print Options

Check boxes to:

    • Apply page break between items.
    • Print matter’s internal billing notes.
    • Include Trust Bank Balance breakdown.  This will break down the ledger balance of each trust account associated with that matter, as of the report print date (Details report only).
    • Include custom field pages, if you have stored information related to Client-Matter using custom fields (Details report only).


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report 

Summary Report

Detailed Report

Updated on October 23, 2023

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