Portal Menus > Clients > Health Check

Health Check

The Client Health Check report has two outputs: Internal View (should be shared with the firm only) and Client View (can be shared with the client). For both output options, you can select a range of time from the Period drop-down, the preferable client currency from the Currency drop-down. You can also leave the Fee Arrangement Type filter at the default of All Arrangement Types, or choose a specific type to view information for.

Tip: You can show/hide the Health Check page for various users. Admin: Permission Group: Person>Can View Health Check.

Internal View

The internal Client Health Check includes the following sections:

Section	Description
KPIs	The following KPIs display: Total Billed Revenue- Total amount invoiced to the client. Total Collected Revenue- Total amount the client has paid. A/R Write Off- Total amount invoiced to the client that the client will not pay. Margin- (Revenue for this client - expenses for this client) / revenue for this client. Realization- Revenue for this client / value of hours at firm standard rate. Leverage- Ratio of non-Partner hours to Partner hours worked for this client. WIP- Total worked for this client but not yet billed. Revenue per Hour- Revenue for this client / hours worked for this client. Rank by Revenue- This client's rank based on how much revenue the firm has collected.
Billable Vs Collected Revenue	Line chart plotting billable (invoiced + WIP) vs. collected revenue for this client over a period of time.
Waterfall Chart	The following bars are included in the bar graph: Value At Firm Standard- Value of all hours worked for this client based on the firm's standard rate card in this currency. Discount- Value of all discounts (at client or matter level) applied to hours worked for this client. Value At Agreed Rate- Equal to Value At Firm Standard - Discount. Write Down- Value at agreed rate of all hours worked that were not billed to the client. Billed Amount- Equal to Value At Agreed Rate - Discount.
Similar Clients By Billed Revenue	Bar graph showing number of active matters for other clients with a comparable amount of billed revenue. Tip: You can show / hide the Similar Clients By Billed Revenue Bar graph. Admin: Permission Group: Person> View Similar Clients Chart on Health Check Page.
Realization Vs Billed Revenue	Line graph showing relationship between billed revenue and billed revenue / value of billed hours at firm standard rate.
Top Matters By Revenue/Realization/Margin	Lists of top-performing matters for this client based on collected revenue amount, realization percentage, and margin percentage.
Bottom Matters By Revenue/Realization/Margin	Lists of lowest-performing matters for this client based on collected revenue amount, realization percentage, and margin percentage.

Client View

The client-facing Client Health Check includes the following sections:

Section	Description
Worked Hours Grouped By Fee Earner Class	Bar graph showing number of hours worked per year per fee earner class for every fee earner class that has entered time for this matter.
Client Yearly Agreed Revenue	Average agreed-upon hourly rates between all fee earner classes for this client, per calendar year. This information is represented in a bar graph showing the amount for each year as well as a chart that also shows each year's percentage of increase.
Billable Fees Grouped By Fee Earner Category	Total amount billed or billable to this client per year per fee earner class.
Top (5) Team Member(s)	Lists of top 5 performing team members for this client based on the average billed rate.