Your Client List, Fees and Hours at a Glance

The client list is where most practice managers start their day, so it shows the figures that matter. Across the top, Total Fee, Total Hours, Spent Hours and Available Hours show how much client work is budgeted, how much has been used and how much capacity is left. That turns the client database into a simple capacity planning and fee review tool. Status tabs split the practice into Active, Archive, Frozen and Draft. Draft is especially useful: it lists clients whose onboarding has started but is not finished, so nobody goes live without services, AML or internal information. Each row shows the client type, such as Private Limited Company or Self-Employed, together with the email and the assignees responsible. Three quick icons beside the name open the client's document folder, invoice summary and HMRC agent authorisation without leaving the list. Scroll across and you'll find the HMRC Authorisation column, the partner responsible and invoice totals with the number of invoices raised. For a UK practice managing Self Assessment, corporation tax and VAT work for hundreds of clients, this means you can check ownership, authorisation and billing at a glance.