Find risk early across active matters
Matter Health gives your team a trust-versus-WIP model to flag risk, focus billing follow-up, and protect matter funding.
Snapshot Cards Across Matter Health
The header metrics combine matter volume, staffing load, and per-matter financial performance so risk trends are visible immediately.
Total Open Matters
Shows the full count of open matters so teams can frame current workload before drilling into risk.
- Creates a baseline for weekly matter operations reviews.
- Keeps portfolio volume visible as staffing and billing priorities shift.
Total Active Matters
Tracks active matters currently in motion, helping leadership focus on items that need immediate operational attention.
- Separates actionable matters from inactive portfolio noise.
- Improves daily triage for operations and billing teams.
Total Active Matters per Attorney
Normalizes active matter load by attorney coverage to expose concentration risk and staffing imbalance.
- Highlights when attorney load starts to drift unevenly.
- Supports capacity planning before bottlenecks impact service delivery.
Average Billing per Matter
Measures billed output per matter, giving leadership a quick benchmark for invoicing throughput.
- Shows whether billing pace is keeping up with matter activity.
- Helps compare output across weeks with a stable per-matter lens.
Average Revenue per Matter
Uses collected value per matter to keep focus on realized performance rather than billed totals alone.
- Keeps collection performance tied directly to matter outcomes.
- Improves visibility into true realized value per active matter.
Average Accounts Receivable per Matter
Surfaces outstanding receivables pressure per matter so follow-up can be prioritized before aging worsens.
- Makes matter-level receivables exposure easier to compare.
- Supports disciplined collection workflows during leadership reviews.
Filters and Status Buckets for Triage
Teams first narrow scope with filters, then move through Normal, Warning, and Critical buckets to prioritize matter intervention order.
Search + Multi-Filter Control
Filter by billing method, client, practice area, billable totals, trust balance, expenses, and WIP to tighten review scope quickly.
Status Bucket Segmentation
Use All, Normal, Warning, and Critical chips to move instantly between healthy matters and matters needing intervention.
Operational Triage Flow
Filter controls are designed for weekly triage sessions where partners and operations teams set the next matter actions.
Matter Table for Risk Action
The table consolidates trust, WIP, and expense context so risk response decisions can be made and assigned quickly.
Table-Level Prioritization with Fast Handoff
Review each matter in context, then hand off instantly to the source system through the Open in Clio action on every row.
Matter-Level Risk Context
Each row combines trust, billables, expenses, and WIP with explicit status labels for clear risk interpretation.
Open in Clio Handoff
Use the Open in Clio button in each row to jump directly into source matter records and execute follow-up immediately.
Built for Weekly Reviews
The table supports recurring leadership meetings where critical matters are prioritized and responsibility is assigned.
Risk Logic You Can Defend
Threshold logic is explicit and repeatable so status decisions remain consistent across operations and partner reviews.
Active Rate
Active Matters / Total Matters
Measures how much of the portfolio is currently active and operationally relevant.
Risk Ratio
Total WIP / Trust Balance
Core ratio used for status assignment. If trust is less than or equal to zero, ratio is set to 0.
Critical
Ratio >= 1.0
Flags matters where WIP is at or above trust coverage and immediate review is required.
Warning
Ratio 0.7 to 0.99
Signals matters trending toward trust pressure so action can happen before escalation.
Turn Matter Risk Signals into Action
Use Matter Health to align partners and operations on which matters need billing, trust funding, or immediate follow-up first.
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