Each matter has a Matter Owner (Responsible Lawyer) and many reports can be run by Matter Owners.

Evaluate the performance, profitability, and efficiency of the timekeeper/firm/matter owner/matter party

Collection by Matter Party report lists fees collected for matters assigned to a specific matter party in a given date range.

This report contains fees collected by each timekeeper in your firm and computes the earned fee for each timekeeper in a given date range.  This report can be used for a variety of needs: Productivity measurement;

You can override the default timekeeper fee allocations and set up other party fee allocations, such as the originating attorney or responsible attorney, at the matter level.

Each matter has a Matter Owner (Responsible Lawyer) and many reports can be run by the Matter Owner. Billing by Matter Owner is an essential report that computes billed fees for Matter Owner in a given date range.

This report lists fees billed for matters assigned to a specific matter party in a given date range. This report is especially helpful for those who follow accrual accounting, in determining distributions to matter parties.

This report contains fees billed by the timekeeper in your firm during a given date range.  This report can be used for productivity measurement or for distributions, for those firms that follow accrual accounting.

The Billed Fee Allocation report details billed fees by invoice, matter, and party as well as calculates allocation based on assigned allocation percentage.

Assign fee allocation percentages to timekeepers and matter parties at the firm level.

The Top Clients report ranks your clients based on fees billed or fees paid for a selected date range. You can filter the report by Matter Owner and Area of Law.

This report calculates the percentage of all fees recovered during a given date range.

Set a Default Timekeeper Fee Allocation Percentage