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Each SB Lawyer profile has its own Role Center. What it shows depends on the profile: billing, accounting and partners get the key figures, charts and reports that concern them; lawyers and trainees usually don’t have access to them.
| Element | Content |
|---|---|
| Tiles | Diligences (yesterday’s and this month’s production, planned time), expense sheets, matters, tasks, invoicing steps. |
| Main figures Analysis | Billable production, invoiced amount and collected amount, for the month and the year. |
| Customer Balance (Amount Incl. VAT) | Customer balances by age. Selecting a column opens the related invoices. |
Key figures are filtered by the user’s resource type: a partner sees their matters, an assistant their partners’ matters, management, accounting and billing the whole firm.
Select a tile or a figure to open the matching list. To change your profile, see Change basic settings.
In time entry, choose Select Chart and the period: time entered, expenses, most used matters. Your choice is remembered. The administrator sets up the charts in SBLawyer Chart Definitions.