In many firms, managers lack the tools to monitor the necessary business metrics of the practice. Clientware empowers firms by providing them with reports containing real-time information on production, sales and more. Reports can be filtered using a variety of criteria including date, partner, client, client group, etc.

To view screen captures, click on the thumbnails in each section.

These are some of the reports Clientware provides:

WIP Reports

• Detailed WIP
• Aged WIP Analysis by Client
• Aged WIP Analysis by Client Summary
• Aged WIP Analysis by Team Member- Combined
• Aged WIP and AR Summary

AR Reports

• Aged AR Analysis
• Cash Collection by Client
• Cash Collection by Date
• Client Statement
• Credit/Debit Notes issued
• Combined Aged WIP and AR Summary

Sales Reports

• Sales Analysis by Partner
• Sales Analysis by Client
• Sales Analysis by Client, by Project
• Sales Analysis by Industry
• Billing Journal Entry
• Invoice Listing

Production Statistics

• Production by Team Member
• Production by Work Class
• Production by Industry, by Partner
• Production by Industry (firm)
• Production by Client- Time Journal
• Budget vs. Actual ($ and hours)
• Budget vs. Actual (hours)