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MODULE FOUR:

Management



"After using juniorPartner for just two months I can not believe how user friendly and simple it is to use. I have found that in most situations I am able to solve any problems myself by using the online manual. If after reading the manual I am still in trouble a quick fax or call to you will have me up and running again within minutes.
I have used many different computer packages in my eighteen years working as a Trust Accounts Administrator to date I have found juniorPartner to be the best."

Maria Braddock, Accounts Manager, John Gwilliam & Co. Wellington.

juniorPartner Module Four

MANAGEMENT

 

The Management Module is designed to give larger firms with several partners and many authors more detailed information relating to both the firm's performance and individual author's performances, it includes analysis of fees by client and type of work as well as by author.

When used in conjunction with the profit and loss report from the CashBook and the A/R Aged Balances, Management reports should provide everything the larger firm needs for regular analysis of its performance and to assist planning for the future.

 

Reports Include

 

WIP ANALYSIS

ATTENDANCE ANALYSIS

FEES ANALYSIS

YEAR TO DATE WIP & FEES ANALYSIS

FEES & TIME ANALYSIS BY FILE TYPE

(eg conveyancing, matrimonial, immigration etc.) Determine where the income is coming from for Insurers as well as Practice Management.

 

TOP CLIENT BY FEES

Identify your top fee generating clients.

 

TOP CLIENT BY OPEN FILES

Which clients bring in the most work? Though not necessarily the most income.

 

MISSING TIME SHEET REPORTS

No more lost time sheets or authors forgetting to hand in their time sheets..

 

AUTHOR PERFORMANCE REPORTS

Track and compare author performance both in terms of Time recorded and subsequently billed and in terms of Fees posted.

 

WIP AGED BALANCES

To shorten the billing cycle, you should be billing monthly and have minimal aged WIP balances. These reports help you keep on top of slow billers.

 

WIP CONTROL BALANCES

The firm's most important current asset. It's absolutely essential that a busy firm scrutinises WIP balances from month to month. These WIP control reports ensure there's no gaps in WIP accounting anywhere.