See unbilled work before it becomes leakage
Work in Progress gives leadership a user-level command view of unbilled value, capacity pressure, and billing conversion.
Snapshot Cards Across WIP
Header cards summarize contributor capacity, billing output, and efficiency mix before drilling into user-level details.
Total Active Billers
Shows how many billing users currently contribute to unbilled and billable workload.
- Creates ownership visibility across the billing team.
- Helps leadership spot concentrated workload before delays compound.
Lawyer-to-Staff Ratio
Tracks role mix so teams can balance legal delivery capacity with operational support.
- Flags staffing imbalance that can slow billing throughput.
- Supports hiring and allocation planning before bottlenecks appear.
Average Billable Hours per Biller
Normalizes billable output by contributor to compare productivity across billing users.
- Reveals who is carrying the highest billable load.
- Helps managers rebalance assignments across the team.
Average Billable Hours per Attorney
Measures attorney billable pace so leadership can track utilization trends at the legal-owner level.
- Keeps attorney throughput visible during weekly operations reviews.
- Helps identify where matter ownership may need redistribution.
Average Bill Rate
Provides an at-a-glance benchmark of billing rates flowing through active unbilled work.
- Supports pricing discipline across practice teams.
- Helps explain changes in WIP value as hours shift.
Non-Billable to Billable Ratio
Shows efficiency mix between non-billable and billable activity to expose process drag.
- Highlights leakage risk before it impacts realization.
- Supports operational fixes for non-billable time creep.
Filter Bar for User-Level Focus
Quickly narrow users and teams before validating workload, billable output, and capacity assumptions in the table.
Search + Team Filters
Narrow users quickly with filters so leaders can isolate role groups, workloads, and outlier contributors in seconds.
Operational Drill-Down
Use filters to move from firm-wide WIP signals into focused team reviews without changing pages.
Review Workflow Ready
The toolbar is structured for recurring weekly billing meetings and daily manager check-ins.
Live Capacity Table for Weekly Billing Ops
Review each billing user, adjust available hours when schedules change, and keep planning decisions grounded in live row-level performance.
Editable Hours, Immediate Planning Signal
Available hours are editable per user, and table outputs update in real time so leadership can plan staffing and billing response with current assumptions.
- Model real schedule changes during meetings, including PTO, part-time adjustments, and urgent matter coverage.
- See immediate utilization impact before assigning more work or redistributing ownership.
Editable Available Hours
Available hours are editable per user, so team leads can reflect PTO, reduced schedules, trial weeks, and temporary coverage changes directly in the table.
Real-Time Table Recalculation
When available hours change, utilization and related row-level performance signals recalculate immediately so over-capacity and under-capacity users are visible in real time.
Action Handoff to Clio
Use the Open in Clio action from each row to jump to the source record and execute follow-up without context switching.
WIP Metrics Grounded in Operations
Formula coverage keeps time, expense, and contributor-level WIP signals consistent across operations and finance reviews.
Time WIP
Sum unbilled TimeEntry totals on open matters
Represents unbilled time value currently tied to active legal work.
Expense WIP
Sum unbilled ExpenseEntry totals on open matters
Captures unbilled expense value that still needs to be invoiced and collected.
Total WIP
Time WIP + Expense WIP
Provides the full unbilled value position across active matters.
WIP per Active Biller
Total WIP / Distinct users with unbilled work
Normalizes WIP load by contributor and highlights concentration risk.
Convert WIP into Revenue Faster
Use Work in Progress to align staffing, tighten billing cadence, and prevent unbilled value from sitting too long.
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