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You are looking at a sample company. Every figure here is seeded demo data, not a customer result.
Set this up for my firmEvery client relationship: billed, collected, open, and the trust balance held. Slow-paying clients show up here before they become a cash problem.
Active clients
8
Billed (all synced)
$578.1k
Top-client concentration
30%
Trust (client funds)
$186,500
Sorted by billing, largest first
| Client | Practice area | Billed | Collected | Open | Collection | In trust |
|---|---|---|---|---|---|---|
| Meridian Health Group | QuickBooks | $171,210 | $152,520 | $18,690 | 89% | $49,400 |
| Summit Ridge Insurance | QuickBooks | $129,605 | $129,605 | — | 100% | $20,000 |
| Blue Harbor Logistics | QuickBooks | $96,310 | $57,835 | $38,475 | 60% | $32,600 |
| Cascade Ventures | QuickBooks | $52,390 | $32,245 | $20,145 |
Billing by practice area
| $25,000 |
| Aurora BioWorks | QuickBooks | $45,845 | $32,130 | $13,715 | 70% | $30,000 |
| Northgate Property Trust | QuickBooks | $40,445 | $28,720 | $11,725 | 71% | — |
| Juniper & Sage Retail | QuickBooks | $21,990 | $21,990 | — | 100% | $15,000 |
| Estate of R. Whitmore | QuickBooks | $20,255 | $7,515 | $12,740 | 37% | $14,500 |