¶ 1. Overview
The Client Productivity Report provides a revenue‑based analysis of client performance. It helps firms understand:
- Which clients contribute the most revenue
- How current‑period revenue compares to year‑to‑date totals
- Client‑level productivity trends
- Lawyer or practice‑area revenue distribution (when combined with other reports)
- Which clients may require strategic attention or follow‑up
This report is commonly used for financial planning, client profitability review, and partner‑level reporting.
¶ 2. Report Filters (Window)
¶ 2.1 Report Year
- Defines the fiscal year range for productivity calculations.
- From: 01/01/2026
- To: 12/31/2026
¶ 2.2 Date Range
- Defines the specific period being analyzed within the reporting year.
- From Date: 02/01/2026
- To Date: 02/28/2026
¶ 2.3 Options
- Group Inactive: Yes / No When enabled, inactive clients are grouped together for cleaner reporting.
¶ 2.4 Actions
- View Report
- Export
- Close
¶ 3. Report Output
¶ 3.1 Header Information
Displayed at the top of the report:
- Firm Name: Demo‑LawPractica‑BC
- Print Date: 02/27/2026 4:41:04 PM
- Report Title: Productivity by Client
- Date Range: 2/1/2026 to 2/28/2026
- Page Number: Page 1 of 4
¶ 3.2 Report Columns
| Column | Description |
|---|---|
| Client Name | Name of the client generating revenue |
| Current Revenue | Revenue generated during the selected date range |
| Year to Date Revenue | Total revenue generated by the client since the start of the reporting year |
| % Contribution by Client (Current) | Client’s share of total firm revenue for the current period |
| % Contribution by Client (Year to Date) | Client’s share of total firm revenue for the year‑to‑date |
These fields provide a clear picture of client‑level revenue performance.
¶ 4. Export Options
Available formats:
- Excel
- CSV
Exports preserve grouping and contribution percentages.
¶ 5. Best Practices
- Compare Current vs. Year‑to‑Date to identify rising or declining client activity.
- Use % Contribution to understand client concentration risk.
- Enable Group Inactive to keep reports focused on active revenue sources.
- Export to Excel for deeper revenue analysis or partner‑level reporting.
- Use this report alongside Client Profitability and Billing Realization for a full financial picture.
¶ 6. Summary
The Client Productivity Report provides a revenue‑focused view of client performance, showing both current‑period and year‑to‑date contributions. It supports financial planning, client management, and firm‑wide productivity analysis.