Top Client – New Matters Report
Updated Mar 1st, 2021
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