The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.
This product is currently in early access.
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 Collected By Matter Type chart helps make it clear which practice areas (or matter types) have billed the most fees (Invoiced only). Amounts displayed in the chart are related to fees only.
Click the chart to view the Collected Fees Report, the details of which are covered in Summary Financial Breakdown: Firm Management Dashboard.
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