Client Management reports

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

If you are licensed for the Client Management module, a selection of client management reports are available in the Print Reports screen. Client management reports help you track and manage your firm’s relationships with its clients. You can print reports to help you analyze why your firm wins or loses clients, and to track interactions with various firm contacts.

Note: Some terms used in these reports are firm terminology variables. Your firm might use different terms for some items. To view the default terms for these items, choose Help > Enable Default Terminology.

To view and print a Client Management report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Client Management in the available reports pane and then click the Select button.

Client Management reports include the following:

Another Client Management-related report, the Contacts report, appears under Lists in the Print Reports screen. This report, which is available to all users of Practice CS, enables you to view all of your firm’s contacts. If desired, you can group contacts by the clients with which they are associated.

Share This