Client economics in one operating view
Clients Overview helps leadership evaluate client performance, receivables, and workload distribution from one unified table.
Snapshot Cards Across the Client Portfolio
The header metrics summarize portfolio size, staffing load, and per-client financial performance so leadership can align caseload, billing expectations, and collection risk quickly.
Total Clients
The unique client count gives leadership a clean baseline for workload, relationship coverage, and growth planning.
- Tracks the active size of your book of business.
- Anchors per-client averages so KPI shifts are easier to interpret.
Total Clients per Attorney
Shows how client responsibility is distributed across attorneys and highlights load concentration risks.
- Helps balance relationship ownership across the legal team.
- Supports staffing and hiring decisions before bottlenecks form.
Total Clients per Staff
Measures non-attorney coverage capacity and reveals whether operations support is keeping pace with caseload.
- Improves visibility into execution capacity outside billing roles.
- Flags when support workload may slow matter progress.
Avg. Billing per Client
Indicates how much invoiced value each client contributes on average across the portfolio.
- Shows whether billing output is expanding with client growth.
- Helps compare client segments by invoicing strength.
Avg. Revenue per Client
Focuses on collected value per client so performance reflects realized revenue rather than billed-only totals.
- Keeps leadership aligned on realized client economics.
- Pairs naturally with collection discipline and A/R monitoring.
Avg. A/R per Client
Surfaces receivables pressure per client and helps teams prioritize collection follow-up by account health.
- Makes account-level collection pressure easy to compare.
- Supports weekly outreach and cash-flow protection decisions.
Filter Toolbar for Fast Prioritization
Search and filter controls are grouped so teams can tighten the client list before reviewing table-level performance.
Search + Multi-Filter Control
Narrow results by matter status, practice area, specific matters, trust balance, billed, earned, outstanding, and A/R days.
Portfolio Segmentation
Split clients into focused segments so leadership can review risk bands and performance cohorts without leaving the page.
Sort by Financial Priority
Sort trust, billed, earned, outstanding, and A/R columns to surface the next accounts that need billing or collection action.
Client Table for Weekly Action
The table keeps account-level context together so billing, finance, and operations can act from one shared view.
Search, Filter, and Prioritize by Client
Leadership can move from portfolio-level metrics to account follow-up quickly, including direct matter handoff with the Open in Clio button.
Action-Ready Client Rows
Each row combines matter count, billed revenue, collected revenue, outstanding A/R, and aging in one decision surface.
Open in Clio Handoff
Use the Open in Clio button on each row to jump directly into the source matter and execute follow-up immediately.
Leadership Review Friendly
The layout is built for weekly operating reviews where partners align staffing, invoicing cadence, and receivables priorities.
Metrics Built for Client Accountability
Formula coverage is designed for weekly reviews focused on billing discipline, receivables, and client-level profitability.
Total Clients
Distinct matter.client.id
Counts unique clients represented across synced matters for a clean portfolio baseline.
Clients per Attorney
Total Clients / Distinct Attorneys
Normalizes relationship load by attorney coverage to reveal allocation pressure.
Avg. Revenue per Client
Total Collected / Total Clients
Uses collected revenue to show realized value contribution per client account.
Avg. A/R per Client
Total Outstanding / Total Clients
Translates receivables exposure into an easy per-client risk indicator.
Prioritize the Right Client Conversations
Use Clients Overview to align finance and operations on where outreach, staffing, and billing follow-up should happen next.
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