This product is currently in early access.
To access the Firm Management dashboard:
- In Practice Management, go to Insights > Business Intelligence. The Insights page is displayed.
- Select Firm Management from the list of options on the left side of the page. The Firm Management Dashboard is displayed.
The Top Clients table on the Firm Management dashboard highlights the clients contributing the most to the firm’s financial activity by showing their work in progress (WIP), invoiced, and collected amounts within the selected period. This can help you quickly identify your firm’s most valuable client relationships.
The table is sorted by Collected Fees, ensuring the firm’s top revenue-generating clients appear at the top.
You can click the chart to view the Top Clients Report for a detailed breakdown of this information.
Top Clients Report Details
In this report, each unique group of clients is shown in individual rows of this report. For example, if a client has matters where they are the only client, and also matters where they and their spouse are the clients, there would be two rows on this report: one row for the client only and a second row for the client and their spouse.
Additionally, draft and deleted invoices are not included, nor are write-offs, credits. This report only filters Total Billed & Collected columns. Total Draft WIP still reflects WIP on draft invoices.
Columns in this report include:
- Client Name: Shows the name or names of the clients (or primary participants) associated with the matter.
- WIP Fees: Shows the WIP amounts (fees only) for the client listed in column 1.
- Draft WIP: Shows the WIP draft invoice amount (fees only) for the client listed in column 1.
- Billed / Invoiced Fees: Shows the billed amount (fees only) for the client listed in column 1.
- Collected Fees: Shows the collected amount (fees only) for the client listed in column 1.
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