Track staff time & activity to see your most profitable matters.
What are Firm Insights?
Firm Insights in triConvey takes into account all staff’s time and activities and gives you an accurate view of profitability, even if you charge fixed fees.
Conveyancers that operate as a fixed-fee firm can see where time is spent and the cost of performing the work for each client. The dashboards give you insights into the actual amount of work you and your staff are performing for each client.
Over time you will see which clients and/or practice areas are the most profitable as well as learn where you need to increase focus.
Firm Insights Dashboard
The triConvey firm insights dashboard gives you a visual overview of the time spent in certain areas, by the minute.
You get an accurate overview on how much time is spent on a specific matter. Whether you operate as fixed fee or disburse your costs, the triConvey insight dashboard can show an accurate profitability analysis.
The dashboard includes breakdowns of new business, referral sources, time spent, and area-of-law-specific data. Over time, you will see which clients and practice areas are the most profitable for you.
Fixed Fee Reporting
If you operate your firm on a fixed fee basis, triConvey reporting can show you where time is being spent and the true cost of performing the work for each client. With the firm insights you can better manage your clients expectations with real data.
The reporting also allows you to capture all activities involved in each matter. triConvey can give you accurate insight into the actual amount of work your firm is performing for each client.
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Benefits of Firm Insights
Firm Insight FAQs
Yes! Fixed-fee conveyancers can now see where time is being spent and the true cost of performing the work for each client.
Don’t overwork your staff on matters that simply are not paying off. Counsel your fixed-fee clients and manage their expectations based on real data from Firm Insights. Also, learn from past fixed-fee data to allocate staff to similar matters moving forward. Whether it’s staffing adjustments or actual adjustments to your fixed fees, Firm Insights help navigate this difficult territory.
Yes, easily create and customise dashboards so you can information that’s important to you, at a glance.
If you need assistance in creating them, please reach out to our support team who are happy to assist.
Yes, you can schedule reports to be emailed to you, or any user, at anytime, so you have real-time insights delivered to your inbox.
These reports can be sent as a one-off or scheduled to be sent on an ongoing basis i.e once a week, once a month etc.