This product is currently in early access.
This role-based dashboard provides firm-wide reporting tools for management, accounting, and operations. You can gain consistent, localized, and filterable reports, accessible dashboards tailored to your needs, and clear explanations of report logic. This dashboard provides a clear snapshot of your firm’s financial position and performance by tracking four key metrics: Work in Progress, Billed Fees, Collected Fees, and Outstanding Balance.
In addition to high-level financial metrics, the dashboard includes visualizations that highlight key operational insights, such as Top Matters Top Clients, and Top Fee Earners as well as performance and financial tracking across areas like aged unbilled fees, aged outstanding fees, fees collected by matter type, billed fees vs. budget, billable hours vs. budget, utilization rate, time-based realization, cost realization, and collection rate vs. average days to collect.
By monitoring these metrics together, you can assess cash flow health, billing efficiency, and collection performance, making it easier to manage your firm’s financial operations effectively while also identifying key drivers of revenue and productivity across matters, clients, and fee earners.
All values displayed are fees-only and exclude disbursements and taxes, ensuring a clear and focused view of your firm’s financial position.
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