Lesson #40
Inquiry – Client Analysis function
Use Client Analysis to get a snapshot of a client’s billing activity via what services they purchased. Compare totals by period to track your most important customers.
Client Analysis is similar to Client Activity — except in Client Activity you see information about a client’s invoices that fit your search criteria. In Client Analysis you see information about service items billed to the client.
You can view billed service item amounts for:
- Firms that ordered the records that included the billed services or by the firms responsible for paying the invoices for the services (since they are not always the same firm).
- A firm’s parent company — not just the individual firm if they are part of a larger organization.
- All of the contacts at the firm or a specific contact.
You can refine your results by including a date or date range for the invoice(s), the order(s), or when the invoice(s) posted in MR9. You can view billed service items for paid or unpaid invoices, or all invoices that match the other search criteria.
You can find billed service item amounts for a single order. And you can view billed services by all, some, or a single business unitof your company.
If you don’t use any of the search filters, Client Analysis will list all of the selected client’s billed services with your company since their first invoice.
Interactive snapshot of billed services
Client Analysis displays a snapshot of billed service item amounts that meet the specified search condition(s), with each category broken down into number of units sold, billed rush charges, and total billed amounts’ year-to-date and all-time totals. It includes sales and court taxes as separate line items so amounts match Client Activity reports.
The results returned in Client Analysis are interactive, so you can drill down in the information by clicking on dates or service line items. You can see monthly and quarterly amounts for the main service categories, for subgroups within the main categories, and for individual service items. Category totals and subtotals appear on gray backgrounds with bold headers to differentiate them from individual line items. You can also see the details of all of the results at once with a click.
You can export the report in Excel format to save, share, use in other applications, or print.
TL;DR: This interactive report summarizes a client’s billed activity, broken down by service item. Compare totals by period to track your most important customers.
MR9 concepts in this lesson
Bill To Firm: Firm responsible for paying the invoice for an order.
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Contact: Person who works for a firm you do business with.
Order: An order in MR9 is usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding.
Parent Firm: Headquarters of a multi-branch corporation.
Sold To Firm: Firm responsible for a job with your company.
