Who is this guide for?

Accounts Users and Accounts Supervisors

This report shows you your firm’s top 10 clients. The top 10 are decided according to the number of matters they have open.

Filter Options

Fee Earner – Tick this box to select only certain fee earners, or leave unticked for all fee earners.

Work Type – Tick this box to select only certain work types, or leave unticked for all work types

Franchise – Tick this box to select only certain franchise categories, or leave unticked for all franchises.

Branch – Choose the branch that you wish to print or leave on All for all branches

Private or LA – Leave set to All for all clients, or to see only Private or Legal Aid clients, select the relevant option.

Date Filters – Enter the date range for the bills you wish to see

Grouping Options

No Grouping – This leaves the report sorted in order of the client with the highest number of matters.

Fee Earner  – This leaves the report sorted in order of the client with the highest number of matters, grouped by fee earner.

Work Type – This leaves the report sorted in order of the client with the highest number of matters, grouped by work type.

Franchise Category – This leaves the report sorted in order of the client with the highest number of matters, grouped by Franchise Category.

Private or LA – This leaves the report sorted in order of the client with the highest number of matters, grouped into Private clients and Legal Aid clients.

Branch – This leaves the report sorted in order of the client with the highest number of matters, grouped by branch.

List of columns produced

Client Number

Matter Number

Client Name

Matter Count (number of matters they have open)

Matter Description

Fee Earner Code

Work Type Code

Branch Code

Department Code

Date Opened

Date Archived