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What is Business Center?

Updated over 2 years ago

The Business Center serves as a vital tool for recording all business transactions and case management activities within your law firms. Institution Admins and Admins have the privilege to access and manage the Business Center, allowing them to gain insights into the organization's performance on the business side.

The Business Center is structured into three sections:

  1. Invoices

    When you access the Business Center, the first section you'll see is "Invoices." Here, you can view all the invoices that have been recorded within all cases in your organization. This gives you a comprehensive overview of the financial aspects of your business transactions.

  2. Payments

    The "Payments" section allows you to view all the payments that have been recorded within all cases in your organization. This provides a clear picture of the financial transactions and revenue streams.

  3. Analytics

    In the "Analytics" section, you can access data visualizations that provide an overview of the quantity and patterns of your business transactions and case management activities. These visual representations help you understand the overall performance and trends of your organization.

By utilizing the Business Center, Institution admins and admins can effectively track and manage financial data and gain valuable insights into the business side of their law firms.

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