The Timesheet Summary by Client report provides law firms with a detailed overview of the time spent on each client. This report allows firms to evaluate how resources are allocated across their client base, ensuring that time and effort align with client needs and expectations.
Insights Expected from the Timesheet Summary by Client Report
This report serves as an invaluable tool for effective client management by offering the following key insights:
Resource Allocation: Assess how firm resources are distributed across clients to ensure that high-value clients receive appropriate attention.
Billed vs. Unbilled Hours: Analyze both billed and unbilled hours for each client, giving clarity on time utilization and revenue opportunities.
Client Profitability: Identify which clients bring the most value and which may require additional focus to improve profitability and service.
Enhanced Client Relationships: Use data-driven insights to improve client communication, deliver accurate invoices, and foster stronger, more transparent relationships.
With this report, law firms can ensure they maximize the value of their client relationships and maintain accurate, fair billing practices.
To generate the Timesheet Summary by Client report:
Navigate to the Dashboard
Click on Reports
Scroll down to the timesheet reports group and choose 'Timesheet Summary by Client.'
You can refine the details by applying various filters. Additionally, the report can be exported for further analysis, allowing for enhanced data manipulation and insights.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.