Client spend dashboard
Monitor the cumulative spend of your clients’ legal matters, broken down by billed and unbilled fees and disbursements. With shared access to the same data, you and your clients can see where your fee earners are investing the most time and adding the most value.
Maintain control and quality by choosing which matters to share and how much detail to make available to clients. A grace period allows you to check and finalise time entries, ensuring they are of a consistently high standard.
Client spending trends
Understand how and when your clients are instructing matters and compare your work against previous time periods. This allows you to identify seasonal trends or address any changes in the volume of work from clients.
Rates and fee analysis
Gain detailed insights into the work your firm has completed for clients. Monitor the mix of fee earner roles and the range of rates actually charged per client or matter.
Fixed fee breakdown
An exclusive feature for law firms, you can analyse the time spent on fixed-fee matters to ensure your rates are competitive and appropriate based on the work completed.
Automated data feed
Data is received automatically from your practice management system each night. Unlike many eBilling systems, you don’t need to manually re-key work in progress (WIP) costs to give clients ongoing visibility of accrued spend.
Invoices may optionally be uploaded to Apperio and shared with clients electronically - providing a single system of reference for all historic, ongoing and invoiced spend data incurred by your firm on behalf of clients.
Law firm success
Your dedicated onboarding specialist will guide you through the process of connecting Apperio with your clients and back-end systems. We will also ensure your team are set up to view the same data as your clients, improving collaboration and enabling more informed, productive meetings.