Reporting
Referral service administrators typically produce four types of reports: law society quarterly submissions, fee reconciliation summaries, per-attorney activity histories, and ad hoc extracts for committee meetings. Qase generates all four from the same live data — without a coordinator spending two days pulling it together.
Every report you produce is already assembled — you just export it.
Qase maintains a continuous live record of every referral, every match decision, every fee invoiced, and every payment received. Every report you produce — quarterly law society submissions, committee summaries, attorney performance reviews — is a view of that record. There is no separate data assembly step.
Law society compliance exports
Quarterly submission reports include referral counts by practice area, total forwarding fees invoiced and collected, attorney activity summaries, and declination log. Available as structured CSV for import into law society portals, or as a formatted PDF for direct submission. The export format covers the data fields that quarterly submissions to governing bodies typically require.
Quarterly activity summaries
Automatic quarter-end summaries showing referral volumes, resolution rates, average time to match, and forwarding fee totals. Ready before your committee meeting.
Per-attorney referral history
Drill into any panel member's referral history: matters received, practice areas, intake dates, acceptance rate, fee payment status, and matter outcomes. Annual history available for panel performance reviews and panel renewal decisions. Useful when a panel member's participation level raises questions from the oversight committee.
Custom date-range reports
Filter any report by date range, practice area, attorney, or matter type. Export immediately or schedule recurring delivery to your inbox.
| Metric | Q1 2025 |
|---|---|
| Total Referrals | 184 |
| Matched | 179 (97.3%) |
| Avg. Time to Match | 1.4 hours |
| Fees Invoiced | $23,000 |
| Fees Collected | $21,875 |
| Outstanding | $1,125 |