Client Intelligence
Client Activity, dormancy detection, and concentration risk.
Client Intelligence surfaces who is engaging, who is going quiet, and where your concentration risk sits.
Client Activity widget
Hours and revenue by client with dormancy detection. Surfaces clients that went from active to silent so you can catch surprise churn before it shows up in revenue.
Dormancy detection
A client is dormant when their hours-per-week drops below their historical average for three consecutive weeks. The widget flags dormant clients with an amber dot.
Concentration risk
The widget computes what percentage of your firm's revenue comes from each client over the last 12 months. Clients exceeding 20% trigger a concentration warning - useful for partners thinking about diversification.
The morning AI insight
A daily insight names the client most likely to churn or grow based on engagement signals (hours trend, satisfaction score, payment velocity).
Pair Client Activity with Client Satisfaction (from the Pulse) for the full picture: hours falling AND satisfaction falling means intervene now.