The Matter Summary by Responsible Timekeeper report offers an in-depth view of each timekeeper's responsibilities and the revenue generated from those responsibilities. This report is crucial for law firms aiming to assess individual timekeeper productivity, performance, and financial contribution.
Insights Expected from the Matter Summary by Responsible Timekeeper Report
This report provides valuable insights that help law firms manage workload and performance across their teams:
Timekeeper Workload Distribution: It helps firms understand the volume and complexity of matters each timekeeper is handling, allowing for effective resource allocation and preventing burnout.
Revenue by Timekeeper: The report links matters to the revenue generated by each timekeeper, helping firms track individual financial contributions and identify top revenue generators.
Performance Evaluation: This report aids in performance reviews, compensation adjustments, and incentive programs by providing a clear view of each timekeeper's matter portfolio and associated financial outcomes.
Strategic Case Allocation: It supports data-driven decisions on assigning matters, ensuring that high-performing timekeepers are matched with high-value cases.
Client and Case Management: Law firms can better manage client relationships by ensuring that the right timekeeper is responsible for each matter, improving service delivery and client satisfaction.
To generate the Matter Summary by Responsible Timekeeper report:
Navigate to the
Dashboard.Click on
Reports.Scroll down to the
Matterssection and chooseMatter Summary by Responsible Timekeeper.
You can refine the details by applying various filters. The report can be exported for detailed analysis, offering insights that support effective workload distribution, performance evaluations, and strategic resource management.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.