All features
Time & money
Analytics
The firm's own numbers, worked out rather than listed: utilisation, collections, profitability, concentration and spend.
Analytics answers one question per endpoint rather than returning a single payload, so each section is gated by the permission that already governs the data underneath it and a slow section does not hold up the rest of the page.
There are deliberately no analytics permissions of their own. A metric is an aggregate of rows, and somebody who may read every invoice may already add them up. A separate key would have been a lock on a door with no wall, and would have allowed opening the invoice list while being refused its total.
Utilisation
- What share of each person's available time was billed
- The denominator is time that person actually had available, not a flat week, so part-time staff and anyone on approved leave are not reported as idle
- Scoped the same way the time entry list is, so nothing becomes visible by being summed
Money
- Collections: where the money is and how long it has been there, aged from the due date so an invoice on sixty-day terms is not overdue on day thirty-one
- Matter profitability: revenue billed against what the matter cost to run
- Fee-earner time valued at monthly salary spread over the hours that person was available
- Hours worked by somebody with no salary on file reported separately as uncosted, rather than silently valued at zero
Risk and spend
- Client concentration: how much of the firm's billing rests on how few clients
- Vendor spend by supplier, in the firm's base currency so a supplier invoicing in another currency is comparable
- Dormant matters: files that have gone quiet, as distinct from files that are merely open
- Consultation outcomes, so the firm can see what enquiries turn into