WIP Report Agent
Generates a weekly WIP report per partner and per client — so billing decisions are made on current data, not last month's.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Generates a weekly WIP report per partner and per client — continuously, in your systems, in your tone.
In legal practice, generates a weekly WIP report per partner and per client — so billing decisions are made on current data, not last month's — but doing it manually does not scale. WIP Report is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
WIP Report connects to WIP, Reporting, Clio and your ops & reporting stack. It reads your rules, brand voice and live data — then generates a weekly WIP report per partner and per client — so billing decisions are made on current data, not last month's. Exceptions land with your team; everything else runs without another dashboard to check.
- Pull live data — WIP · sources connected
- Aggregate & calculate — Reporting · standardised logic
- Format output — One template · every time
- Deliver on schedule — Inbox · Slack · dashboard
What it can deliver
- WIP
- Reporting
- Scheduled reports
- Dashboard updates
Potential integrations
WIP · Reporting · Clio · DocuSign · Microsoft 365 · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset