Tag Archives: Client Analysis

See what services a client is using

Summarize a client’s billing activity by the service items they purchased instead of by invoices

Lesson #40
Inquiry – Client Analysis function

Use Client Analysis to get a snapshot of a client’s billing activity via what services they purchased. Compare totals by period to track your most important customers.

Client Analysis is similar to Client Activity, except in Client Activity you see information about a client’s invoices that fit your search criteria. In Client Analysis, you see information about service items billed to the client.

You can view billed service item amounts for firms that scheduled the jobs that included the billed services or by the firms responsible for paying the invoices for the services (since they are not always the same firm). You can view service billing for a firm’s parent company, not just the individual firm if they are part of a larger organization. And you can view billed service item amounts for all of the contacts at the firm, or a specific contact.

You can further refine your results by including a date or date range for the invoice(s), the job(s), or when the invoice(s) posted in RB9. You can view billed service items for paid or unpaid invoices, or all invoices that match the other search criteria.

You can find billed service item amounts for a single case. And you can view billed services by all, some, or a single business unitof your company.

If you don’t use any of the search filters, Client Analysis will list all of the selected client’s billed services with your company since their first invoice.

Interactive snapshot of billed services

Client Analysis displays a snapshot of billed service item amounts that meet the specified search condition(s), with each category broken down into number of units sold, billed rush charges, and total billed amounts year-to-date and all-time totals. It includes sales and court taxes as separate line items so amounts match Client Activity reports.

The results returned in Client Analysis are interactive, so you can drill down in the information by clicking on dates or service line items. You can see monthly and quarterly amounts for the main service categories, for subgroups within the main categories, and for individual service items. Category totals and subtotals appear on gray backgrounds with bold headers to differentiate them from individual line items. You can also see the details of all of the results at once with a click.

You can export the report in Excel format to save, use in other applications, or print.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: This interactive report summarizes a client’s billed activity, broken down by service item. Compare totals by period to track your most important customers.

RB concepts in this lesson

Bill To Firm: Firm responsible for paying the invoice for a job.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources.

Parent Firm: Headquarters of a multi-branch corporation.

Resource: Person or thing that provides your business with a service.

Sold To Firm: Firm responsible for a job with your company.

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Inquiry

If you need to look up an invoice or other specific information, find it directly in this module

Lesson #37
Find targeted information fast

Need to find an invoice quickly? Want to know how much you billed a client last month? These questions and more can be answered in the Inquiry module. What you can do in this module includes:

  • Instantly locate information about jobs, invoices, clients, resources, witnesses, payments and transcripts. 
  • Generate a settlement amount for a particular case in seconds, no matter how long the case has been going on. Send a client a PDF of their invoices. 
  • Analyze aspects of your business, such as clients’ billing activity and resources’ billing and pay amounts. Run monthly, yearly, and year-to-date total reports. 
  • Audit resource pay overrides.
  • Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.
  • Find who your best clients and resources are, and which clients are new or inactive.

Inquiry functions by name

TL;DR: Use Inquiry functions to quickly look up information about invoices, clients, resources, witnesses, and transactions.

RB concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Resource: Person or thing that provides your business with a service.

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