Working Partner dashboard

The Working Partner dashboard helps partners who work on client matters view their most important performance statistics. Working partners can use this dashboard to:

  • Track their progress toward billable hour and collection goals.

  • View their billing and collection realization rates.

  • Monitor their total posted accounts receivable (AR) balance and at risk AR trends over the past year.

  • See the number of hours they worked without an invoice being sent to a client.

  • Identify if they have any workdays they did not release time for.

  • See the number of hours they have dedicated to completing required training and continuing legal education (CLE).

  • View lists of the clients they have spent the most time working for and aged AR with the highest unpaid balances.

The following widgets are included on this dashboard.

Note: Many widgets can show month-to-date (MTD) or year-to-date (YTD) metrics. To switch between monthly and yearly metrics, select the appropriate to-date option at the top of the dashboard. The widgets that show only monthly and yearly metrics refresh and the selected to-date option appears as green text.

Use this widget to see the percentage of billable work hours you have charged to clients compared to your goal. The displayed Target is either a weighted average of your billable hours over the past 36 months or your firm's billable hours budget, if a budget has been configured by your system admin. The Actual amount is the number of billable hours you have released and that have posted to the accounting system.

Select More Info to view a list of your billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and billable and non-billable hours for each matter.

  • By default, the list is sorted by billable hours in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your billable hours trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see your percentage of cash receipts collected compared to your goal. The displayed Target is either an average of your collection totals over the past 36 months or your firm's collection budget set in LMS, if applicable. The Actual amount is how much cash you have collected.

Select More Info to view a list of your collections by client/matter. This list includes the client number and name, matter number and description, and cash receipts and adjustments for each matter.

  • By default, the list is sorted by cash receipts in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your collections trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of how much of your time was collected from clients compared to the amount of time that was written off in AR.

Select More Info to view a list of your collection realization by client/matter. This chart shows realizations for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • By default, the list is sorted by cash rate adjustments in ascending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your collection realization trend. This chart shows realizations for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the realization for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of how much of your time was billed to clients compared to the amount written off in billing.

Select More Info to view a list of your billing realization by client/matter. This list includes the client number and name, sub client number, matter number and description, and dollars billed and written off for each matter.

  • By default, the list is sorted by dollars written off in ascending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your billing realization trend. This chart shows realizations for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the realization for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see your average AR balance per quarter and identify trends in how much of your work was posted to invoices over the past two years. The Total amounts are all your billed work that moved to AR. The At Risk amounts are your balances that remained in AR for your longest aging period.

  • Hover over a point on the chart to see the AR balance for that quarter.

  • Hover over a point on the chart to the see the total for that month or year.To close the chart, select anywhere outside it.

Use this widget to see the number of hours you worked but did not bill to clients per quarter over the past two years. You are unable to collect payment from clients on time that goes unbilled.

Hover over a point on the chart to the see the total unbilled hours for that quarter.

Use this widget to see your total number of missing work hours. All weekdays (Monday through Friday excluding Saturday and Sunday) must have at least eight work hours entered. When you enter fewer than eight hours for a day, the remaining hours are added to your missing hours total.

Select the widget to view your workdays with missing hours in a pop-up box.

To close the pop-up box, select in the upper-right corner of the box or select the Missing Hours widget again.

Use this widget to see the number of hours you have dedicated to completing required training and estimate the percentage of remaining effort needed to meet your goal. An animation effect appears on the circular gauge when your training hours are below 100%. When you meet your goal, the gauge appears as filled without any animation.

Hover over the circular gauge to see your training hours goal, which is displayed as the maximum value in the pop-up box that appears. The maximum value is either a weighted average of your number of training hours over the past 36 months or your firm's training hours budget, if a budget has been configured by your system admin.

Use this widget to see the number of hours you have spent on CLE and estimate the remaining effort needed to maintain your license. An animation effect appears on the circular gauge when your CLE hours are below 100% of your goal. When you meet your goal, the gauge appears as filled without any animation.

Hover over the circular gauge to see your CLE hours goal, which is displayed as the maximum value in the pop-up box that appears. The maximum value is either a weighted average of your number of CLE hours over the past 36 months or your firm's CLE hours budget, if a budget has been configured by your system admin.

Use this widget to see a list of your top clients. The list includes client numbers and names with billable and non-billable hours totals. By default, the list is sorted by billable hours in descending order to show the clients you have billed the most time to.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • To switch the period to view information for, select a to-date option above the widget. MTD shows month-to-date information, YTD shows year-to-date information, and LTD shows life-to-date information for all clients or matters you have worked on at any time in LMS.

  • Information for 10 clients is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

Use this widget to see a list of your clients with the highest AR balances and how much invoiced work remains in AR and for how long. The list includes client names with total AR balances and the AR amounts that have aged 0-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days. By default, the list is sorted by AR balance in descending order to show the clients with the highest unpaid balances.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 10 clients is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

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