My Claim Group: Financial Operations for Legal Services

Monthly Reporting and Director Time Liberation

YRH implemented monthly management information that freed at least one day per week of director time whilst providing the financial visibility needed for growth. This is our support story.

The Starting Position

My Claim Group, a successful claims business, engaged YRH when rapid growth created complexity beyond their existing systems.

The situation:

  • Director time consumed by finance
  • Management information difficult to obtain
  • Annual reporting only
  • Large VAT reclaim needed
  • Growth opportunities delayed

Our Solution Delivery

YRH provided:

Director’s time freed up by 1 day per week

Our services included:

  • Monthly MI implementation
  • VAT reclaim support
  • Scenario planning
  • Service line analysis
  • Process improvements

Our Implementation Journey

Time Liberation
Director support:

  • Finance tasks systematised
  • Processes automated
  • Reporting streamlined
  • Time recovered
  • Focus redirected

Reporting Revolution
From annual to monthly:

  • MI by day 10
  • KPI tracking
  • Trend visibility
  • Regular insights
  • Decision support

Additional Support
Extra services:

  • VAT reclaim completed
  • Scenario planning provided
  • Service profitability analysed
  • Controls implemented
  • Growth enabled

The Impact of Our Support

MetricBeforeWith YRH Support
Director Finance Time1+ day/weekMinimal
ReportingAnnualMonthly by day 10
VAT ReclaimNeededSuccessfully completed
Service VisibilityNoneFull profitability analysis
PlanningReactiveScenario-based

Our Key Services

1. Time Recovery
Director liberation:

  • Task automation
  • Process efficiency
  • Delegation enabled
  • Strategic focus

2. Monthly Excellence
Regular reporting:

  • Day 10 delivery
  • Consistent quality
  • Actionable insights
  • Decision support

3. Strategic Support
Growth enablement:

  • Scenario modelling
  • Service analysis
  • VAT expertise
  • Planning assistance

What My Claim Group Says

“YRH didn’t just give financial visibility and clarity – they gave us the confidence to pursue opportunities we had delayed doing previously”

What YRH Provided

  • Monthly MI systems
  • Director time recovery
  • VAT reclaim expertise
  • Service line analysis
  • Scenario planning support

Key Takeaways

  1. Director time precious – One day weekly significant
  2. Monthly beats annual – Timely data enables action
  3. VAT expertise helps – Successful reclaims improve cash
  4. Service analysis reveals – Profitability insights valuable
  5. Confidence matters – Clear data enables decisions

First valuable insights within 2 weeks

Success Stories