Reports in Clio Manage are designed to help your law firm track deliverables and get insights into all aspects of how the firm is performing. Productivity reports provide a comprehensive overview of unbilled and billed time and expense activities by client and user. See below for a summary of each productivity report in Clio Manage and what type of information the report offers.
Productivity by client
The productivity by client report is designed to give firms a quick breakdown of how much has been billed toward specific clients, and the percentage that each client represents of the firm’s total billed time and expense activities. When generated, this report includes the following categories:
- Client
- This column lists the names of clients who have time and expense entries generated on approved or paid bills.
- Amount
- This column shows the total dollar amount value of the time and expense entries on approved or paid bills.
- Percentage
- This column shows the percentage of total firm billed amounts for each client.
Productivity by user
The productivity by user report is designed to give firms a summary of each firm user’s time and expense. The history is broken down by unbilled, billed, and total amounts. Unbilled amounts are activities on unapproved bills, such as bills in draft and bills pending approval. Billed amounts are activities on approved bills that are unpaid or paid. This report also includes discounts and is referred to as the lawyer productivity report. When generated, this report includes the following categories:
- Activity class
- This column shows either time and expense entries or only time entries. If you selected Money as the Reporting fact when generating this report, you will see both time and expense entries. If you selected Time as the Reporting fact, you will only see time entries.
- Unbilled
- This column shows the total amount of unbilled time and/or expenses for each firm user. Unbilled activities are activities on bills in draft or bills pending approval.
- Billed
- This column shows the total amount of billed time and/or expenses for each firm user. Billed activities are activities on generated bills that are either unpaid or paid.
- Total
- This total is the total summary of the unbilled and billed activity amounts for each firm user.
Matter productivity by user
The matter productivity by user report is designed to give firms a detailed view of each user’s billed, unbilled, and non-billable time and expense activities grouped by matter. When generated, this report includes the following categories:
- Date
- This first line for each matter in this column shows the date that a payment was applied to a bill. The subsequent dates are dates for each activity line item on the bill.
- Status
- This column will show whether an item is Billed, Unbilled or Non-billable. Billed items are activities on approved bills that may or may not be paid. Unbilled items are activities not on any approved bills. Non-billable items were marked as non-billable when the activity entry was created.
- Description
- This column shows the activity category for each time or expense entry.
- Note
- This column shows any notes added to time or expense entries.
- Quantity
- This column shows the total number of hours or expenses for the listed activity.
- Rate
- This column shows the selected rate of the listed activities.
- Total
- This total summarizes the total cost of the time and expense entries. This value may be different from the value under the Rate column depending on the Quantity. For example, if the Quantity for an activity is listed as 0.50, the Rate is $500, then the Total would be $250.
- Unbilled total
- This column shows the summarized total cost of unbilled time and expense entries for the user's matter.
- Billed total
- This column shows the summarized total cost of billed time and expense entries for the user's matter.
- Matter total
- This column shows the summarized total of unbilled and billed time and expense entries for the user's matter.
