Reporting & Insights
Track staff time and activity using the reporting & insights function in triConvey to see your most profitable matters.
What is Reporting & Insights?
triConvey’s reporting & insights function takes into account all staff’s time and activities and gives you an accurate view of profitability, even if you charge fixed fees.
Conveyancers that operate as a fixed-fee firm can see where time is spent and the cost of performing the work for each client. The dashboards give you insights into the actual amount of work you and your staff are performing for each client.
Over time you will see which clients and/or practice areas are the most profitable as well as learn where you need to increase focus.
Firm Reporting & Insights Dashboard
The triConvey firm reporting & insights dashboard gives you a visual overview of the time spent in certain areas, by the minute.
You get an accurate overview on how much time is spent on a specific matter. Whether you operate as fixed fee or disburse your costs, the triConvey insight dashboard can show an accurate profitability analysis.
The dashboard includes breakdowns of new business, referral sources, time spent, and area-of-law-specific data. Over time, you will see which clients and practice areas are the most profitable for you.
Paperless Conveyancing with triConvey.
By adopting triConvey in your firm, you can easily turn your entire workflow paperless.
Fixed Fee Reporting
If you operate your firm on a fixed fee basis, triConvey reporting can show you where time is being spent and the true cost of performing the work for each client. With the firm insights you can better manage your clients expectations with real data.
The reporting also allows you to capture all activities involved in each matter. triConvey can give you accurate insight into the actual amount of work your firm is performing for each client.
Benefits of Reporting & Insights
Real-time Data
Reports update automatically, in real-time, as information is entered.
Profitability
See how profitable your firm is with time-based or matter-based reports.
Decision-making tools
See where your firm is making money and areas that need your focus.
We’re able to work on our processes and systems with triConvey to ensure we all have a good work/life balance while improving our workflows.
Priority Legal Services
Chantel Priddey, Office Manager & Senior Property Paralegal
