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What if I Have a Firm User Who Works Part Time and It's Skewing My Utilization Metrics?

Objective:

  • Change working days on Firm Dashboard
  • How do I adjust metrics for part-time user for the Firm Dashboard
  • Skewed utilization metrics in the Firm Dashboard
  • How Do I Adjust Working Days on the Firm Dashboard?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

A timekeeper's contributions to the firm's available working hours can be set by adjusting their "working days" setting as outlined in here.

For example, a user who only tracks 4 hours a day, or works half of the week, might change their working days from the default of 260 to 130, to reflect their actual availability.

A user who tracks very little or no time, can set their working days to be close to 0.

 

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