# Client Reporting Software in Staffordshire > Client Reporting Software built and supported in the UK, serving Staffordshire including Stoke-on-Trent, Stafford and Lichfield. Configured around how you actually work, not the other way round. **URL:** https://cubemsp.co.uk/software/client-reporting-software/staffordshire Across Staffordshire we see the same problem in different clothes: information that exists, but not in one place, and not in a form anyone can act on. Client Reporting Software is how you stop paying for that twice. ## Details - **Solution:** Client Reporting Software - **Group:** Client & commercial - **Platform:** CubeMSP (https://cubemsp.co.uk/platform) - **Location:** Staffordshire - **Distance from our Olney office:** 75 miles - comfortably within a morning’s drive of our Olney office - **Postcode districts:** ST, WS - **Also known as:** Service review software, QBR software, Quarterly business review software, MSP client reporting, IT service reporting software, Client review reports ## Coverage Our Staffordshire coverage includes Stoke-on-Trent, Stafford, Lichfield, Burton upon Trent, Tamworth and Cannock, and the ST and WS postcode districts. If you are in Staffordshire and not on that list, we almost certainly still cover you, so ask. ## What is included - **Figures computed, never generated:** Ticket volumes, response times, resolution rates, project delivery, service spend and renewal exposure are all calculated from your data. The AI is handed the results and asked to explain them - it is never asked what they are. - **Your branding, not ours:** Reviews carry your logo, colours and tone. The client is meeting their provider, and nothing in the document should suggest they are meeting their provider’s software vendor. - **Approved before it is sent:** A generated review is a draft. The account manager reads it, edits the narrative, and publishes. Nothing reaches a client without somebody putting their name to it. - **Trends as well as totals:** This period against the last four, so the conversation is about direction rather than a single number without context. Improvement and deterioration are both easier to discuss when they are visible. - **A document you can hand over:** Published as a branded PDF and as a link the client can open. Some clients want a document for the board pack; some want to click. Both work. - **On a schedule that runs itself:** Quarterly and annual reviews raised automatically for the clients they are due for, so the review that used to slip a month because everybody was busy simply appears. ## Real-world use cases ### Reviews that quietly stopped happening **Scenario:** Quarterly reviews were contractually promised to fourteen clients. In a busy year eight of them happened, mostly late, because each one took the better part of a day to prepare and the day was never there. **Outcome:** Reviews are drafted automatically on schedule. Preparation is now reading, editing and approving - closer to twenty minutes than a day - and all fourteen happened on time in the following year. ### A deck that disagreed with itself **Scenario:** The review deck pulled ticket counts from one export, response times from another and spend from the finance system. Twice a client had spotted figures that did not reconcile, which cost more credibility than the underlying numbers were worth. **Outcome:** Every figure comes from the same record at the same moment. The reconciliation problem disappeared because there is nothing left to reconcile. ### A renewal conversation with no evidence **Scenario:** A client pushed hard on price at renewal. The provider knew they had absorbed a difficult year of extra work, but had no straightforward way to demonstrate it, and conceded a reduction. **Outcome:** The review shows volume, response performance and project delivery against the previous four periods. The next renewal conversation started from evidence rather than assertion. ## Figures - **Computed** Every figure, before the AI is involved - **Approved** By a human, before any client sees it - **Scheduled** Raised automatically when they are due ## Frequently asked questions **Does the AI make up the numbers?** It cannot. Every figure is computed from your data before the model is involved, and the model is given those figures as input. Its job is to write the paragraph around them. This is the single most important rule in the feature and it is enforced in the architecture, not in a prompt. **Can we edit the review before it goes out?** Yes, and you must - a review cannot be published without a human approving it. Most account managers edit the narrative and leave the figures alone, which is exactly the intended use. **Is our client data sent to an AI provider?** The computed figures and a summary of the period are sent to generate the narrative. It is not used to train the model. If you would rather write the narrative yourself, generation can be switched off per tenant and the review still assembles all the data. **What periods are supported?** Monthly, quarterly and annual, set per client, since not every client warrants the same cadence. Ad-hoc reviews for a specific date range can be produced at any point. **Can clients see reviews themselves?** Yes. Published reviews are available to invited client users as well as by PDF, and previous periods stay available - which turns out to matter when a new finance director asks what they have been getting for the money. ## Related solutions - **MSP CRM Software** - Prospects, clients, contacts and sites in the same system as the services you supply and the incidents you handle - so winning an account and running it are one record. https://cubemsp.co.uk/software/msp-crm-software/staffordshire - **Subscription Management Software** - Every licence, circuit, backup and contract you resell - with quantity, cost, sell price, term and renewal date, and the margin visible on all of it. https://cubemsp.co.uk/software/subscription-management-software/staffordshire - **MSP Software** - One system for clients, services, renewals, incidents, projects and reviews - built in the UK by a managed service provider. https://cubemsp.co.uk/software/msp-software/staffordshire - **IT Project Management Software** - Shared kanban boards for migrations, rollouts and onboardings - with the client invited in, and internal-only tasks filtered on the server. https://cubemsp.co.uk/software/it-project-management-software/staffordshire ## Contact - **Product:** CubeMSP - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubemsp.co.uk - **Sales:** sales@cubemsp.co.uk - **Support:** support@cubemsp.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)