Job Analysis

RB9 only

Job Analysis reports show new and canceled jobs in the calendar by firm, broken down by contact, so you can see how many calendar settings you are getting from each client.

TIP: Qualify clients by how many jobs they generate

You can easily see who your best clients are by looking at the number of calls they generate. This is better for your marketing staff to know because total invoice amounts can be misleading — a lot of work is billed to third parties, such as insurance companies whom you don’t market to, and a lot of a law firm’s invoices might be copy orders on jobs they didn’t initiate.

Step-by-step instructions