Matters

The second visualization in the firmTRAK ribbon is “Matters”. The Matters tab contains the same concepts for Clients review but the graphs are organized showing matters.  The matter visualizations contain a dashboard for five sub-areas. These areas are Growth & Trend, Invoices, Revenue, AR and Billable vs Non Billable.

Growth & Trend

New matters per month

New Matters Per Month provides the same visualization as New Clients Per Month but is arranged to show matters and the moving average.

*NOTE* Be sure to investigate the filtering options, graph label toggles, and export functionality. 

Matters by Client Composition Matters by Client Composition shows the composition of the types of matter whether individuals or companies

Total Matters

Total Matters shows a triple layer bar graph that overlays active, dormant, and closed matters.

*TIP*

A large amount of dormant matters would indicate the firm needs to review their matters for  missing information and or to close the file.

*NOTE* Be sure to investigate the filtering options, graph label toggles, and export functionality. 

Invoices

The Matters By Invoices graph displays the total amount of invoices billed  in dollars by matter within the legal practice management system in ascending or descending order.  

By default the Matter By Invoices graph is displaying data within the time period “all time”.  

*NOTE* Be sure to investigate the filtering options, page navigation,  and export functionality. Mouseover each bar for values.

Revenue

The Matters by Revenue graph displays the total amount of revenue collected  in dollars by matter within the legal practice management system in ascending or descending order.  

By default the Matters By Revenue graph is displaying data within the time period “all time”.  

*NOTE* Be sure to investigate the filtering options, page navigation,  and export functionality. Mouseover each bar for values.

AR

The Matters  by AR graph displays the total amount of accounts receivable in dollars by matter within the legal practice management system in ascending or descending order.  

By default the Matters By AR graph is displaying data within the time period “all time”.  

*NOTE* Be sure to investigate the filtering options, page navigation,  and export functionality. Mouseover each bar for values.

Billable vs Non Billable

Billable vs Non Billable Matters is a high level summary by matter that can quickly show the total hours worked on a matter and what Percentage and amount  of that time worked is billable or non 

billable.  This is a great way to review staff time worked on contingency cases that may or may not end up getting billed out but will affect their performance bonus.

*NOTE* Be sure to investigate the filtering options, column sort, search bar, and export functionality.