Matter and Client Analysis are great reports to get a overview, but for detailed financial information head to the drilldown section.
This guide will explain how you can create a financial overview of all timekeeper levels and attorneys involved so you can analyze their involvement in terms of hours, value, types of work and proactively avoid doubling the work or invoice.
In the example below, we will analyze a team's work using Time Keeper as our partition value. To analyze work for a client, within a practice group or otherwise, change the filter in step 2.
Step 1: Go to the Drilldown and partition by Time Keeper level;
Step 2: Open the Filter section and click on Choose filter. Select Matter and search for the matter you want to run this analysis on;
Step 3: Select the matter from the dropdown and click on Apply:
Step 4: Scroll down and click on Visualization;
Step 5: Select Expanded under Lists;
Clocktimizer generates a list by Timekeeper level for your matter. We will run through a few scenarios of analyzing your timekeepers' work in the following steps.
Step 6: Click on Compare and choose Time keeper:
Step 7: Click on Display and select Hours, Recorded Value, Billed Value, Writeoff and Recovery (or other financials you would like to look at):
Step 8: Clocktimizer also adds a second layer of data: the time keeper names. Clocktimizer shows you per timekeeper level the number of hours, recorded value, billed value, writeoff and recovery spent by each time keeper for this matter:
Step 9: Would you like to export the expanded list? Click on Download and select either PDF or Excel and Clocktimizer will download the list;
Other options you may want to try:
Step 10: To see timecards at a specific time keeper level: Filter by the time keeper level you want (i.e. paralegal) and change the visualization to Timecards.
Step 11: To see multiple time keepers' timecards, change the partitioning to Time keeper, filter by the time keeper names you want to focus on and change the visualization to Timecards.
Note: To stay ahead of double work and double billing, save these reports and set up recurring email updates to be sent to you or other Clocktimizer users on a weekly or monthly basis.