Do you know who your top clients are?
There’s a quick and easy way to identify your top clients were for 2019 or previous years.
Here’s how:
Click Enquiries > Entities Search
In the Advanced filter, select Top Clients and then click Search.
The Search can be run for This Year, Last Year or historical years.
The report lists the firm’s top number of clients (as specified by the maximum record setting) by value (fees billed) or by the number of Matters opened over the date range given.
A simple, fast way to see your most active or valuable clients at a glance.
