Monthly reports: what they are and how they are formed
Updated 10 October 2026 y. • v1.3.0
The "Reports" section helps you prepare a lawyer's monthly report on the work done under Contracts. The system selects the Contracts for the period, calculates the amounts and generates the report PDF.
Reports are available on the "Extended" and "PRO" plans. Only the account owner can work with reports.
Currently the PDF report follows the form used by the Almaty Regional Bar Association. Other bar associations use different report forms, so the generated file may not be suitable for submission "as is". The selection of Contracts, the numbers and the amounts are still useful for preparing your report.
Which Contracts go into the report
When the report is saved, the system automatically includes:
- all Contracts whose date of conclusion falls within the chosen period;
- all non-one-time Contracts (monthly and "by work") concluded before the start of the period — they remain in force and go into every following report.
One-time Contracts concluded before the start of the period do not go into the report.
Marks in the Contract register
In the Contract list, a report icon is shown next to each Contract. Green means the Contract is included in a report (hover to see the report numbers), red means the Contract is not yet included in any report. A one-time Contract goes into only one report, and a non-one-time one can go into several.
Numbering
The report number is assigned automatically: it is one more than the highest number of your reports. If you delete the last report, its number will be used again.