For our firm’s malpractice renewal application, we have to submit the amount of time we work on various groups of matter types as a percentage of the whole. Each year this requires me to take a couple of hours to export the SB time entries report to CSV, convert the matter column data to matter type only, create a pivot table and group the data according to the malpractice carrier’s preferences.
I’m thinking of making a feature request for this data to be groupable in SB so I can re-use it every year for this or for reporting. I may also want to know how criminal law as a whole is performing versus the individual matter sub-types. I’m imagining and outline/indent format similar to this:
