Manage your firm with Executive Portfolio

Advantages include:

Analyze the performance of the entire firm by office, practice area, area of law, or timekeeper

Evaluate the contribution of practice groups, departments, and individuals

Graphically display key business indicators such as utilization, activity, and the value of billable work to improve firm management and profitability

Monitor critical success factors such as realization, billing and payment lags, variances, and write-offs to improve cash-flow management


Instant access to accurate financial performance information is critical for effective practice management and development. Executive Portfolio employs a customizable Data Mart to create multi-dimensional views or portfolios of the information captured during Time & Cost Accounting and Client Billing and the accounting information managed within ProVantage.