Project Insight

Project Insight is designed specifically for client and matter responsible partners.

It provides a comprehensive overview of clients and matters for which they hold responsibility. With this report, partners can easily monitor and assess key aspects related to their clients and matters.

Key features of Project Insight include:

• Client and Matter Overview: Gain a clear understanding of the clients and matters under your responsibility.

• Billing Analysis: Track how much each client is being billed in relation to the budget and expectations set for the project.

• Employee Time Tracking: Identify which employees are logging hours on specific clients and matters.

• Invoices: Keep track of unpaid invoices associated with each client and take necessary actions for follow-up.

• Work in Progress (WIP): Monitor the amount of work currently in progress, which will be invoiced to the client at a later stage.