Billing & Accounting

Powerful Reports That Turn Data into Direction

YorPro turns case, billing, and team data into clear insights so partners can track performance, measure productivity, and boost profitability.

Capabilities

What you get

Customizable Dashboards

Build real-time reports that focus on what matters — from matter progress to financial summaries.

Time & Productivity Tracking

Measure team performance, identify workload bottlenecks, and balance resources efficiently.

Financial & Trust Insights

Get a complete overview of billings, collections, and trust fund positions across all cases.

Export & Sharing Options

Download reports or schedule automatic updates for partners, clients, or internal teams.

Questions

Helping you understand our platform better

Can I create my own report templates? Yes. YorPro lets you customize metrics, filters, and layouts to reflect your firm's unique KPIs.
Does YorPro include both financial and performance reporting? Absolutely. You can monitor revenue, trust balances, and time productivity from the same dashboard.
Can reports be exported automatically? Yes. YorPro can schedule and send recurring reports to designated team members.
Does YorPro visualize reports with charts or graphs? Yes. All reports include visual summaries for quick interpretation and data clarity.

Run your practice smarter — with your co-pilot from day one.

Bring your cases, billing, intake, and compliance into one secure platform, and put an AI co-pilot to work alongside your team. Solo attorney or in-house department — start today.