Reporting, Billing, and Analytics
Review documentation on operational reporting, client billing capabilities, and Equifax billing.
Operational Reporting
Learn to build and troubleshoot a variety of operational reports.
Troubleshooting Reports and Pulled Values (FN vs FN+Process)
Learn what to do if you have an unresponsive data pull in a report in ICM.
Creating a Report of Clients (Foreign Nationals)
Learn to create a report of clients (Foreign Nationals) in ICM.
Creating an Annual Maintenance Fee Report
Learn to create an Annual Maintenance Fee (AMF) report in ICM.
Creating Case Status and Client Expiration Reports
Learn to create Case Status and Foreign National Client Expiration reports in ICM.
Billing Module
Review our Billing Module capabilities, and discover how to effectively manage client billing and charges.
Deleting Charges from the Foreign National Billing Module
Learn about deleting a charge from the Billing module in ICM.
Equifax Billing
Explore curated resources detailing Equifax billing and associated processes, including credit requests.
Understanding How Annual Maintenance Fees Are Calculated
Learn how Annual Maintenance Fees (AMFs) are calculated in ICM.
Related Applications
Best Practices and Feature Overviews
Unlock expert best practices and stay up to date with deep dives into our newest features—all tailored to help you maximize efficiency and optimize your use of ICM.
Firm Administration
Explore platform configurations and administrative functions managed exclusively by a Firm Administrator.
Case Management and Form Preparation
Explore this comprehensive library to master everything from forms and questionnaires to secure storage, relationship management, and external integrations, providing you with end-to-end case management support.