The value and activity behind every client.

Open matters, billing, collections and receivables together — then open the clients behind the change.

The numbers that frame the review.

Every card is the live report component. Select one to open its history, filters and range controls — the reporting period, trend and source records stay attached throughout.

From client volume to what it's worth.

Move from how many clients you have, to what they bill, what they pay, and what they owe — with the client and matter records still attached.

Section 01

Total Clients

How large is the client base — and what sits behind the number?

The headline is the count. Its movement tells you whether it grew, when, and whether growth is steady or a single intake spike. Behind both sit the client records themselves.

Investigate when

The count moves without a matching change in matter activity, staffing or source records.

Read it with

Active client rateOpen mattersTimekeeper headcount

Section 02

Total Clients per Attorney

Client coverage across the fee earner team, not a firm-wide average.

A ratio can move for two entirely different reasons — the client base changed, or the team did. The trend separates them, and the records name who is carrying what.

Investigate when

The ratio moves following a change in headcount, role designation or client mix.

Read it with

Total clientsFee earner headcountActive matters

Section 03

Total Clients per Staff

The support load behind the active client base.

This is leverage, read from the support side. Track it over time and you can tell whether administrative capacity has kept pace with the book, or quietly fallen behind it.

Investigate when

The support model changes, or enabled staff headcount moves without a matching change in clients.

Read it with

Leverage ratioActive clientsService model

Section 04

Average Billing per Client

Billed value across the book, with matter activity in view.

An average tells you the centre and hides the distribution. The trend shows whether the figure is moving or spiking, and the client rows show whether a handful of files are carrying it.

Investigate when

A small number of clients, or billing timing, appears to be driving the average.

Read it with

Collected fees per clientOpen mattersMatter mix

Section 05

Average Revenue per Client

What the average client actually pays, and who sits above or below it.

Read this against billing per client. The distance between the two is where collections live — and whether that distance is widening or holding is the question the trend answers.

Investigate when

The gap against billing per client widens. That's a collections issue, not a billing one.

Read it with

Billing per clientOutstanding A/RCollection rate

Section 06

Average A/R per Client

The clients driving receivables, before the next client review.

Exposure is a balance; A/R days is the speed. One can move while the other holds. The movement shows which is happening, and the rows show which clients account for it.

Investigate when

A/R grows faster than fee income, or concentrates in a small number of clients.

Read it with

A/R daysCollected feesOpen matters

Follow every answer back to the work.

Search, filters, sortable columns, pagination and source-record links are the same controls your team uses in the application.

Focus the client view

Narrow every measure by period, practice area and matter status from one control row.

Keep long lists usable

Move through the full client list while preserving search, sort order and the selected period.

Open the source record

Open any client row straight through to the source contact in Clio or Smokeball.

Clients overview FAQ

Questions firms ask before connecting their data.

What does Clients Overview show?

The overview combines client counts, active clients, open matters, billing, collections and receivables from the connected practice management system.

Can we open the clients behind a KPI?

Yes. Headline measures can open into supporting client and matter records while preserving the selected period and filters.

Can access be limited?

Access is controlled through dashboardWISE permissions, so the firm can decide who may view client and financial information.