What data is available
Answers has read-only access to your firm’s Practice CS data, including:- Time and expenses — Billable and non-billable hours, expense entries, rates, and amounts
- Clients and engagements — Client details, engagement types, and project hierarchies
- Staff and departments — Employee information, department assignments, and roles
- Billing — Invoice history, billing decisions, and revenue figures
- Projects and tasks — Project tracking, task assignments, and scheduling
Example questions
Here are some things you can ask when Practice CS is connected:- “What were our total billable hours last quarter?”
- “Which staff members have the highest utilization rate?”
- “Show me revenue by department for the past 6 months.”
- “How many hours has the Tax department billed to Client X?”
- “What’s the breakdown of billable vs. non-billable time this year?”
How it works
When you ask a question that requires Practice CS data, Answers runs a query against your database behind the scenes. You’ll see an Analyzing… section in the chat while it works. Once complete, it presents the results as text, a table, or a chart.Your data is accessed securely with read-only credentials — Answers cannot modify any records in Practice CS.