Reports – Staff Member Profitability

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Reports – Realization per Professional

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Timekeeper – Hourly Cost

VIDEO: This tab defines and lists the Hourly Cost records of a Timekeeper: Select the Staff/Professionals tab under Account.   Select the Timekeeper you wish to edit permissions for (example below).   Select the Hourly Cost tab.   Select the New Hourly Cost link to create a new record   Read more

Timekeepers Setup

PURPOSE & BENEFIT: This page is only available to Administrators to store Timekeeper information and define accessibility for the user. You can specify basic billing details for the Timekeepers (contact details, default billing rates, LEDES, etc) whilst also protecting data privacy by limiting access for those users whom you do not Read more

Timekeeper – Permissions

PURPOSE & BENEFIT: This page is only available to Administrators to define accessibility for the user. You can protect your firms’ data privacy by limiting access for those users whom you do not want to grant full access to firm-wide settings and data. VIDEO:   Select the Staff/Professionals tab under Account. Read more