Five questions principals ask Claude about their firm

Once Korrit is connected to Claude over MCP, you can ask about your firm in plain English and get answers from your live data. You don’t need to open a report or remember where a number lives. Below are five questions worth asking first. For each one I’ve shown the prompt as you’d type it, what Korrit does behind the scenes, and the shape of the answer you get back. The same prompts work in ChatGPT.

Claude works with your permissions

Every connection acts as the person who created it, with exactly that person’s role and permissions in one firm. If you can’t see something in Korrit, Claude can’t see it either.

That matters for a few of the questions below. The firm-wide reports in questions 3 and 4 need analytics access, which by default only a principal has. Labor cost, profit and margin only appear if your role can see compensation. Reading other people’s timesheets needs a role that can read their time. What Claude and ChatGPT can see and do in Korrit covers this in full.

Claude usually starts a conversation by checking who you are, which firm you’re in and what your role allows. If a question needs access you don’t have, Korrit says so, and Claude tells you.

1. Which projects are over budget on the current phase?

Which active projects are over their hour budget on the phase they’re in now?

What Korrit does. Claude lists your active projects, then opens each one. A project comes back with every phase, its status, its percent complete, its start and end dates and the hours budgeted for it. Claude then pulls the time logged on that project and adds it up by phase.

What you get back. A list of projects showing the current phase, its budgeted hours, the hours logged so far and its percent complete. Claude points out phases where logged hours have passed the budget, and phases where most of the budget is used while percent complete lags behind.

Phase budgets here are in hours. If a phase has no hour budget set, there’s nothing to compare against, and Claude will tell you that. You can also ask which projects have phases running past their end date, since Korrit counts late phases for every project.

2. Who hasn’t marked their time complete?

Who still hasn’t marked last month’s timesheet complete?

What Korrit does. Claude gets the list of people in the firm, then opens each person’s timesheet a week at a time. Each week comes back with hours by day, hours by project and phase, every entry, and the status of the timesheet period it falls in: still open, complete, approved, or sent back with the approver’s note.

What you get back. A list of people whose period is still open, with the hours each of them has logged so far. If your firm uses weekly periods, ask about last week instead. Ask about the current week and you’ll see who is light on hours before Friday.

For the longer view, ask “Who marks their timesheets complete late most often this quarter?” Korrit’s people report counts each person’s timesheets over a quarter or a date range, how many were on time and how many were late, and their on-time rate. A timesheet counts as on time when it’s marked complete by the end of the day after its period ends.

3. How is utilization trending?

How has utilization trended over the last 8 weeks? Who is consistently over or under capacity?

What Korrit does. Claude runs the weekly hours report. For each person and each recent week, it returns billable time, non-billable time, and the hours their weekly capacity expected. You can ask for up to 26 weeks.

What you get back. A week-by-week view for each person, which Claude turns into utilization against capacity. It can point out who has been above capacity for several weeks running, who has room, and how the billable share of the firm’s time is moving.

This is one of the firm-wide reports, so it needs analytics access.

4. Which projects made money this quarter?

Which projects made money this quarter, and which ones lost it?

What Korrit does. Claude runs the profit report for the current quarter. You can also name a different quarter or a date range. The report gives profit per project and per person, plus totals for the firm.

What you get back. Your projects with what was billed, labor cost, project costs, profit and margin, and the same figures for the firm as a whole. Claude can rank them and point out the projects losing money.

Two things to know when you read it. Project profit is what was billed less labor and project costs. Overhead isn’t included, so this is project margin, not the firm’s net profit. A person’s revenue is their billable time at their bill rate, whether it has been invoiced yet or not. If your role can’t see compensation, labor cost, profit and margin come back empty.

5. What approved time is ready to bill?

What approved billable time is on [project] this month? Total it by person and phase.

What Korrit does. Claude finds the project, then lists its time entries for the month and keeps the approved ones. Each entry carries the date, the person, the phase, the hours, whether it’s billable and any notes.

What you get back. The approved billable entries for that project, with totals by person and by phase, so you can see what the invoice should cover. If some of those hours are already on an earlier invoice, tell Claude which dates to leave out. Then create the invoice in Korrit, where approved time comes in as lines you can review. Turn approved time into an invoice walks through it.

Beyond questions

Claude can also do routine work for you. You can say “log 3 hours to design development on [project] yesterday”, and Korrit adds the entry to that phase. Claude can fix or delete time entries that aren’t locked yet. It can’t change time in a period that’s already marked complete or approved, or time that’s been invoiced. It can also create tasks on a project, assign them to someone, set due dates and priorities, and mark them done.

Set it up

To connect, you sign in to Korrit from Claude or ChatGPT and approve the request, or you use a personal access token. Follow Connect Korrit to Claude or ChatGPT for the steps, then try the first question above on your own projects.