Time Insights gives firm leadership real-time visibility into how work, billing, and revenue move through the practice. All data reflects team-wide activity (not a single user), allowing you to evaluate firm-level performance, compare roles and time periods, and spot operational trends.

Firm Owners and Admins can use these dashboards to shift from reactive reporting to proactive management — identifying billing gaps, workload imbalances, and potential revenue risk early.
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To access All Insights

You can also customize the dashboard by rearranging charts and selecting a reporting period.

The Firm Billable Target Progress chart helps firm leadership track how the firm is performing against its overall billable targets over time. It provides a clear view of expected work versus actual work completed. By highlighting performance trends and gaps early, it supports more informed staffing and planning decisions and reduces unexpected shortfalls at quarter-end or year-end.
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If the Total Billable Time reaches or exceeds the target line, the firm is on track for that period.

You can click values in the chart to drill down and analyze performance further:

The Firm Time Performance Overview chart provides a firm-wide perspective on how your team’s time is spent and how effectively that time converts into billable work. It helps leadership understand overall workload, the balance between billable and non-billable activity, and whether firm utilization is improving or declining over time.

This view allows you to evaluate both workload volume and billing efficiency at the firm level.

A rising utilization trend typically indicates that more of the firm’s effort is translating into billable value.

You can also click a value to drill down and analyze performance by:

This helps identify which roles, teams, or practice areas are influencing utilization.

By providing a single firm-wide view of time efficiency, the chart helps balance billable and operational workload, supports data-driven staffing and resourcing decisions, and improves long-term revenue performance through better utilization.

This chart shows how the firm’s recorded billable work converts into billed revenue over time. It helps leadership understand how much work is being generated, how much has already been invoiced, what remains unbilled, and whether discounts are reducing realized value.

Each bar represents the firm’s total billable work for a selected period and is divided into:

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This allows you to evaluate both effort (time) and financial impact (revenue).

Large uninvoiced portions or increasing discounts may indicate billing delays or potential revenue risk.

You can drill down from any value to analyze performance by:

This helps identify where invoicing delays occur, which matters generate the most WIP, and where discounts are frequently applied.

This chart is especially useful during monthly billing reviews and financial planning. It connects operational work directly to revenue outcomes, highlights invoicing delays early, improves visibility into the impact of discounts, and supports more accurate financial forecasting and cash-flow planning

This chart shows how much billable work across the firm has not yet been invoiced and how long that work has been outstanding. It helps you determine how much revenue is currently sitting in WIP, how old the uninvoiced work is, and which portions may be becoming risky due to delays.

Each bar represents uninvoiced billable work across the firm, grouped by how long it has been outstanding.

Aging buckets

Total Uninvoiced WIP shows the full firm-wide amount of uninvoiced billable work, regardless of age.

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Measures

All values represent firm-level WIP rather than individual users.

Large values in older buckets may indicate invoicing delays, workflow bottlenecks, or a higher likelihood of disputed or uncollected revenue.

The chart is interactive. You can drill down from any aging bucket or the total WIP to analyze uninvoiced work by:

This deeper view helps leadership identify which teams or roles carry high uninvoiced WIP, which matters are stalled in billing, and whether certain practice areas are experiencing systematic delays.

This chart is especially useful for monthly billing reviews, cash-flow forecasting, and process improvement discussions.
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By making billing delays visible, the chart helps prevent revenue from sitting in WIP for too long, reduces the risk of write-offs and billing disputes, improves billing discipline across the firm, and supports healthier, more predictable cash flow.

The chart provides immediate visibility into high-value unbilled work, helping reduce delayed or disputed invoices and improve billing turnaround time. Encouraging timely invoicing and follow-up supports healthier and more predictable revenue flow across the firm.

The chart displays a ranked list of matters sorted by the highest uninvoiced billable amount. For each matter you can view:

By default, the list shows the top matters with the highest uninvoiced billable value for the selected time period.

Matters with both high unbilled value and high age should be prioritized for billing review.

This chart provides a firm-wide view of which timekeepers are using their available time most effectively. It measures how much of each user’s target workload is converting into billable work, helping leadership quickly see who is exceeding or falling short of expectations, whether work is evenly distributed across the team, and where staffing or capacity adjustments may be needed.

This is a ranked list of timekeepers, ordered by Utilization (%).
For each timekeeper, the chart shows:

Significant differences between billable hours and target hours may indicate workload imbalance.

This chart is intended to evaluate capacity and workload balance, not just productivity.

The Bottom X Utilized Timekeepers chart shows which timekeepers have the lowest utilization during the selected period, meaning they are converting the smallest portion of their target hours into billable work. It helps leadership identify under-utilized team members, detect possible workflow or assignment gaps, and recognize where work distribution or staffing adjustments may be needed.

The chart displays a ranked list of timekeepers ordered from lowest to higher utilization.

For each timekeeper, the chart shows:

The chart updates according to the selected time period (monthly, quarterly, or annually) and allows navigation to previous periods.
Large gaps between billable and target hours may suggest uneven work distribution.

This chart highlights capacity gaps rather than performance quality.

This chart displays how the firm’s billable work is distributed across different practice areas during the selected time period. It helps leadership see which practice areas generate the most billable work, which may be underperforming, and how overall workload is spread across the firm’s service lines.

Each bar represents total billable work for a practice area during the selected period.

This allows you to analyze both workload trends and revenue contribution by practice area.

Significant differences between practice areas may indicate changes in client demand or a mismatch in staffing and resource allocation.

You can drill down from any practice area to analyze billable work by:

This allows leadership to understand:

This chart is especially useful for practice group leaders and firm owners.