The Non-billable Matters Summary report presents a comprehensive look at matters that are not being billed to clients. This report is essential for tracking non-revenue-generating work, ensuring that resources allocated to these matters are managed efficiently, and optimizing the firm's overall productivity.
Insights Expected from the Non-billable Matters Summary Report
This report provides valuable insights into non-billable work, helping firms improve matter management and resource allocation:
Resource Allocation: It helps law firms understand how much time and effort is spent on non-billable matters, enabling better resource planning and allocation.
Operational Efficiency: By analyzing non-billable work, firms can identify areas where resources might be consumed unnecessarily and take steps to improve efficiency.
Cost Control: This report allows firms to monitor the expenses and time spent on non-billable matters, helping them make decisions regarding resource investments in these cases.
Client Relationship Management: Firms can use this report to track non-billable efforts that support client relationships, such as pro bono work or client onboarding, ensuring that these efforts are aligned with long-term business goals.
Strategic Planning: Understanding non-billable matters helps prioritize workload distribution, staffing, and client service initiatives.
To generate the Non-billable Matters Summary report:
Navigate to the Dashboard
Click on Reports
Scroll down to the Matters section and choose 'Non-billable Matters Summary.'
You can refine the details by applying various filters. This report can be exported for further analysis, allowing firms to manage non-billable work efficiently and balance billable and non-billable activities.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.