Reports
Ten questions about the firm, and where each one is answered.
Recommended first
Deadlines02Every open task with a deadline, whoever owns it: what is late and what lands next.Practice3 stepsUpdated Estimated vs actual hours03What each engagement line was estimated at against what has actually been logged.Practice3 stepsUpdated Onboarding outstanding04Evidence and confirmations still missing from client onboarding, and how long each has waited.Practice3 stepsUpdated Renewals due05Service schedules reaching their review date, and how much notice each renewal wants.Practice3 stepsUpdated Team capacity06Who is over and who is under, day by day, with hours already committed against each person.Practice3 stepsUpdated Time analysis07Hours logged in a period, split billable and non-billable, by person, client or engagement.Practice3 stepsUpdated Timesheet compliance08Who has time they have not submitted, how far back it goes, and how quickly weeks are decided.Practice3 stepsUpdated Work in progress09Billable time nobody has invoiced yet, by task, with its value and how long it has been waiting.Practice3 stepsUpdated AI spend
What Aiden, document reading and advisory cost your business each day, against the AI wallet.
Practice3 stepsUpdated Open the guide