Set up an Estimated Annual Cost for a staff member

Learn how to assign an Estimated Annual Cost for a staff member's salary, using this to gain insights into staff costs.

Enter an Estimated Annual Cost

1.    Select the gear icon from the top-right corner of the triConvey Desktop App.

2.    Select Staff & Users from the left panel.

3.    Double-click on a staff member from the list.

4.    Select the Billing tab.

5.    Enter the staff member’s Estimated Annual Cost (i.e. their salary).

6.    Click Save.

7.    Repeat these steps for each relevant staff member.

Using Estimated Annual Cost in Firm Insights

The Estimated Annual Cost feeds into staff costing on the Fee Earner report in Firm Insights, providing profitability reporting.

Read more about Firm Insights. Firm Insights can only be accessed by Firm Owners.

Using Estimated Annual Cost in Matter Insights

You can also review Estimated Annual Costs as part of the staff costing reports available in matter files. Select Matter Insights to get started with profitability reporting for a specific matter.

Matter Insights can only be accessed by Firm Owners.