Exporting Financial Data Across All Matters

DiliTrust's Matter Management module now lets you export financial and custom table data from all your matters at once into a single consolidated file. This article explains what the feature does, who it's for, and how to use it for portfolio-level financial reporting.

⭐ Introduction

Until now, financial and custom table data lived inside each individual matter. If you needed a cross-matter view — for example, total spends, provisions, or legal exposure across your entire portfolio — you had to open every matter one by one and manually compile the numbers into a spreadsheet. This was slow, error-prone, and made timely financial reporting difficult.

The new Cross-Matter Financial Data Export changes that. With a single action, finance and legal teams can now extract spends, provisions, and custom table data from every matter simultaneously — all delivered in one consolidated file, ready for reporting, trend analysis, and management-ready dashboards.

In short: portfolio-level financial reporting in one consolidated export, with no manual data gathering.

✅ Who This Is For & What You Need

This feature is designed for finance and legal teams responsible for cross-matter financial reporting — especially in large organisations managing legal exposure, fees, and provisions at scale.

Before you start, make sure you have:

• Access to the Matter Management module in your DiliTrust Suite.
• The appropriate permissions to view and export financial data across matters (if you're unsure, contact your administrator).
• Financial or custom table data already recorded in your matters (the export reflects the data that exists in your matters).

☝ Step-by-Step Guide

Follow these steps to generate a consolidated financial export across all matters:

1. Open the Matter Management module.
2. Navigate to the matters list or the financial data view.
3. Select the Export option for financial data.
4. Choose the data you want to include — spends, provisions, and/or custom table data.
5. Confirm the export. The system compiles data from all matters into a single file.
6. Download the consolidated file once it's ready, and open it in your preferred spreadsheet tool for reporting or analysis.

For a visual reference of the export interface, see the design mockups here.

✨ Tips & Best Practices

• Report at the portfolio level: Use the consolidated file to build management-ready dashboards showing total spend, provisions, and legal exposure across your entire matter portfolio.
• Track trends over time: Run the export periodically (for example, monthly or quarterly) to monitor how costs and provisions evolve.
• Keep your data clean: The quality of your export depends on the quality of the data entered in each matter — consistent custom table structures make consolidated reporting far more useful.
• Save time: Replace the manual matter-by-matter compilation process entirely — one export now does what used to take hours.

❗ Limitations & Known Constraints

• The export reflects the financial and custom table data currently recorded in your matters — it does not create or estimate missing data.
• Custom table data is exported as it is structured within each matter; inconsistent table setups across matters may appear differently in the consolidated file.
• Your ability to export across all matters depends on your access rights — you'll only see data for matters you're permitted to view.

❓ Frequently Asked Questions

What data can I export?

You can export spends, provisions, and custom table data from your matters, consolidated into a single file.

Does this cover all my matters at once?

Yes. The whole point of the feature is to let you export across all matters simultaneously, rather than one at a time.

Do I still need to compile spreadsheets manually?

No. The consolidated export removes the need for any manual data gathering across matters.

Will I see data for matters I don't have access to?

No. The export respects your permissions and only includes matters you're authorised to view.

How often can I run the export?

You can run it as often as you need — many teams run it on a regular schedule (monthly or quarterly) to support ongoing financial reporting.