September 15th, 2011 by Gwynne Monahan
#cliotraining Tip: User Productivity Reports Help Your Bottom Line
This week’s #cliotraining tip comes from Jason Kohlmeyer, from Rosengren Kohlmeyer, a 3-lawyer, 4-staffer firm in Minnesota.
During a #goneclio profile interview, he mentioned User Productivity Reports:
We never really tracked what our staffers did in terms of time and billables. With Clio, we run a report every Monday and see what they’ve been doing. If they haven’t been reaching hours, we have a chat with them and see if they’re billing for everything. Running the report has probably paid for 5 years of Clio.
Five years of Clio, paid for by running a report on what staffers have been billing, or not billing, in order to make appropriate changes. Wow. Being able to track time and billables for staffers really does add up! And you can do the same. Here’s how:
- Click the “Reports” tab in Clio.
- Under “Productivity Reports,” click “Productivity by User.”
- Select the information you want to see:
- Click “Generate Lawyer Productivity Report.
The Lawyer Productivity Report lists:
- Activity Class
- Unbilled
- Billed
- Total
And from that, you can see what changes, if any, to make to help your bottom line.
Got a tip to share? Let us know. We’d love to hear them!
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