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Billed & Unbilled Hours Detail Report, Billed & Unbilled Hours Summary Report
These reports list all billed and unbilled time for the selected month by timekeeper and time ticket type. The detail report is further broken down by case code. Hours are pulled from the inactive time tickets and time tickets based on the date of the time ticket.
NOTE: Hours for a Flat Rate time ticket are included in the Billable Hours.
See How Post On Ticket Date Affects Productivity Reports for more information about time reporting.
Billed Hours – Detail Report, Billed Hours – Summary Report
These reports list all billed time for the selected month by timekeeper and time ticket type. The detail report is further broken down by case code. Hours are pulled from inactive time tickets only.
NOTE: Hours for a Flat Rate time ticket are included in the Billable Hours.
See How Post On Ticket Date Affects Productivity Reports for more information about time reporting.
Billed Hours & Billed/Paid Revenue Report
This report lists billed hours or billed revenue for the selected time period. A specific client, matter, or timekeeper can be selected for the report. Also, the report can be grouped by matter number or timekeeper. The report shows the date of payment, the approximate hours paid, and dollar amount received.
Hours are pulled from the inactive time tickets when the invoices associated with the records were billed in the selected time period. The report also adjusts any write offs. It pulls amounts written off where the refund date is in the selected time period.
Billed/Paid Fees – Detail Report, Billed/Paid Fees - Summary Report
These reports list the dollars billed and dollars paid for the selected month and year-to-date by timekeeper. Also gives the percentage by timekeeper of overall dollars billed and dollars paid. The detail report is further totaled by case codes. Write offs that have been billed and that have a Refund Date in the selected period are subtracted.
The Billed Fees portion of the report is calculated from the bills which were posted as of the month/year specified. (i.e., the report uses the date the bills were posted, not the actual date of the time ticket). The actual time ticket timekeeper is credited with the fees.
For flat fee matters, if no time tickets are entered, the responsible timekeeper will be credited with the fees. If time tickets are entered in a flat fee matter then the fees will be credited proportionately to the actual time ticket timekeeper in regards to the percentage of time spent working on the matter. The same rule applies with contingency matters.
If flat rate time tickets are entered, the actual time ticket timekeeper is credited with the fees.
The Paid Fees portion of the report is calculated from the information entered under the Fee Distribution section for payments received.
Blled & Unblled Hrs Detail – By Matter Report
This report summarizes by matter all unbilled and/or billed time for the selected time period by time ticket type. Hours are pulled from the inactive time tickets and time tickets based on the date of the time ticket.
NOTE: Hours for a Flat Rate time ticket are included in the Billable Hours.
NOTE: If you delete matters on a regular basis, this report may not balance to the Billed & Unbilled Hours - Detail & Summary reports. Those reports include hours on deleted matters while this report does not.
Hours & Fees Budget Comparison Report
This report compares actual hours to budgeted hours by timekeeper for the selected month and year-to-date. Includes both billed and unbilled time for time ticket types of Billable, Flat Rate, Trial, No Charge, and Non-Billable.
Hours Report
This report provides different metrics for hourly reporting. This report is helpful for large law firms with multiple offices.
The following describes all the fields in the completed report:
Net Billable Hours: Includes hours for all BL, TR, and FR type time tickets for the timeframe specified for all billing modes.
Net Billable Dollars:
The total dollar amount of time tickets for the timeframe specified.
For hourly/minimum fee matters, BL and TR type tickets are calculated
on an hourly rate. FR type tickets are calculated on the amount of
the ticket.
For flat fee/monthly fee matters, the total dollar amount is calculated
on the percentage of total hours worked (calculates percentage based
on hours x hourly rate).
For contingent matters, hours are valued at zero (0).
Net Daily Avg. MTD: Value of Net Billable Hours divided by the number of work days between the start and end dates.
Net Daily Avg. YTD: Value of YTD Hours Net Billable divided by the number of work days YTD.
Gross Hours: Total of hours in the Net Billable Hours column and the NonBillable/No Chrg Hours column.
Gross Dollars: Value of time tickets, including BL, TR, FR, MS, and NB (only type not included is NC). Flat Fee, Monthly Fee, Minimum Fee, and Contingent value as noted in Net Billable Dollars column.
Prebill Adjustments Hours: Hours for all NB type time tickets.
Prebill Adjustments Value: Value of all NB type time tickets.
YTD Hours Net Billable: Includes all BL, TR, and FR type time tickets and all billing modes.
YTD Hours Gross: Includes all hours – YTD Hours Net Billable + YTD NonBillable/No Chrg Hours.
YTD Dollars Billed: Calculates the fees the same way as the Net Billable Dollars column except this is YTD.
NonBillable/No Chrg Hours: Includes all NB, NC, and Misc No Charge type time tickets for all billing modes.
YTD NonBillable/No Chrg Hours: Includes all MS, NC, and NB type time tickets for all billing modes for YTD.
Matter Fees, Costs & Hours Report
This report shows the Fees, Costs, Late Charges, Taxes, Total Fees and Costs and the Payments received for each matter. It also breaks down the billed hours and fees, and the unbilled hours & fees by timekeeper.
Matter Profit/Loss Report
This report shows a profit and loss statement for the selected date range and other options.
The report shows profit and loss by matter for flat fee, monthly fee, minimum fee, and contingency matters. It calculates what was charged versus the hourly rate multiplied by hours worked.
Monthly Hours & Fees Recap Report
This report shows productivity by job title. It lists all billable hours by job title and by division. This report is helpful for large law firms with multiple offices.
This report is only for matters with monthly or hourly billing and excludes time tickets that are on hold. Hours are pulled from the inactive time tickets and time tickets based on the date of the time ticket.
Realization Report and Realization Report Summaries
When the Track Hour Adjustments feature is turned on, the Realization Report and Realization Report Summaries are available. These reports use tracked hour adjustments to calculate realization.
The reports can be run for a specified date range (by time ticket date or bill date) and can be filtered by:
Time ticket (billed, unbilled or both)
Client (all or specific client )
Matter type (all or specific matter)
Timekeeper (all or specific timekeeper)
The Realization Report can also be grouped by client, matter type, or responsible attorney and can include different levels of detail.
The following calculations are made for the realization reports:
The Billed Amount for hourly matters is captured from Inactive Time Tickets/Time Tickets and for Non-Hourly matters is captured from the billing details.
Total Actual Hours is the sum of actual Hourly Rate Hours, Flat Rate Hours and Non-Billable and No Charge Hours.
The formula for Value is: (Total Actual Hours * Timekeeper Rate)
The Timekeeper Rate is calculated as the average effective hourly rate at which time tickets were billed for that grouping. For hourly time tickets, this is calculated using the activity code rate at the matter’s activity code rate level (if applicable), or the timekeeper’s rate at the matter’s timekeeper rate level that was effective on the time ticket’s date (based on the matter’s timekeeper rate schedule). For flat charge time tickets, the formula is: (Value / Total Actual Hours). To view the Timekeeper Rate used, change Detail Level to Group, Matters, Timekeepers.
The formula for Realization is: (Billed Amount - Write Offs) / Value
The formula for Adjustment is: (Billed Amount Value - Write Offs - Value)
Receipts Pending by Orig/Resp Report
This report lists the receivable balances (in aged format), the work in process balance, and total due by matter. Sorted by case code and then by originating/responsible timekeeper.
Following are criteria that you might need defined when generating this report:
Sort Selection:
Indicates the sort order of matters within each originating/responsible
timekeeper, where:
Total Due will sort from the highest
total due to the lowest total due.
Client/Matter Desc will sort by client
last name and further by matter description.
Client/Matter Num will sort by client
and further by matter number.
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Referral Fee Report
This report lists total referral fees billed, fees paid and fees due by referral source for each client that source generated. It also lists check amount, check number, check date, and who received the referral fee.
Following are criteria that you might need defined when generating this report:
Clients Opened Between: Date range for the open date of matters to be included in the report.
Fees Incurred Between: The date range of fees posted to include in the report.
Referral Fee Paid Between: The date range of referral fee payments to include in the report.
Select Referral Source
to Include: Indicates which referral source to include, where:
All Referral Sources Included will
include all sources.
Specify One Referral Source to
be included on Report will only include the referral source
specified (by phone number).
Timekeeper Cash Receipts Report
This report lists money received from clients by matter.
Following are criteria that you might need defined when generating this report:
Under Timekeeper Type:
Actual: Lists all fees credited to actual timekeepers in the Fee Distribution section for payments received for all matters. Costs are not included on the report when this option is selected.
Responsible: Lists all fees and costs credited to responsible timekeepers for all matters.
Originating: Lists all fees and costs credited to originating timekeepers for all matters.
Assigned: Lists all fees and costs credited to assigned timekeepers for all matters.
NOTE: Responsible, originating, and assigned timekeepers for matters are maintained through the matter.
Under Matter Type, select Case Code for a list of which matters paid for each case code. When the new option is selected, the report can indicate which matters make up the amounts for each case code.
Timekeeper Cash Receipts - NonHourly Matters Report
This report lists money received from clients for non-hourly matters. Cash receipts are allocated for non-hourly matters according to the hours worked by timekeepers (instead of allocating the whole to the responsible attorney as is done in the Timekeepers Cash Receipts report).
Timekeeper Performance Summary Report
This report summarizes by timekeeper the following:
Total Hours – Month & Year-To-Date – total hours billed for all time ticket types (Billable, Nonbillable, No Charge, Flat Rate, Trial, and Misc.).
Billable Hours – Month & Year-To-Date – total hours billed for all billable time ticket types (Billed, Trial, and Flat Rate only).
Fees Billed – Month & Year-To-Date – total dollar amount of Fees billed for the select time period.
Fees Paid – Month & Year-To-Date – total dollar amount of fees paid for the selected time period.
WIP Fees – Year-To-Date – total unbilled fees.
This report picks up Billed Hours from Timekeepers Billing Detail for all invoices billed in the selected period. This report also picks all other hours from inactive time tickets where the Date of Bill is in the selected time period and the type is not equal to BL. Write offs that have been billed and that have a Refund Date in the selected period are subtracted.
The report also includes the flat fee amount of the non-hourly matters.
Unbilled Hours – Detail Report, Unbilled Hours – Summary Report
This report lists by all unbilled time for the selected time period by ticket type. The detail report is further broken out by case code. Hours are pulled from time tickets based on the date of the time ticket.
NOTE: Hours for a Flat Rate time ticket are included in the Billable Hours.
Weekly Time Ticket Value Report
This report lists by timekeeper for a weekly period all billable hours (billed and unbilled), billable fee amounts, non-billable hours (billed and unbilled), and non-billable fee amounts and total weekly hours for non-deleted matters.
NOTE: Billable hours include time ticket types BL (billable), TR (Trial), and FR (Flat Rate). Nonbillable hours include time ticket types NB (Nonbillable), NC (No Charge), and MS (Miscellaneous).
NOTE: The actual date of the time ticket is used in the calculation of hours even if your system is setup for Post on Ticket Date.
Work in Process – Aged Report, Work in Process – Summary Report, Work in Process – Summary with Prior Balance
The Work in Process - Aged report provides balances of unbilled hours, fees, hard costs, and soft costs by matter in an aged format. Also provides the prior balance, trust balance, billing mode, flat fee/minimum fee amounts, originating/responsible timekeeper, and case code for each matter.
The Work in Process - Summary report summarizes unbilled hours, fees, hard costs, and soft costs on by matter. Also provides the trust balance for each matter.
The Work in Process – Summary with Prior Balance report is the same as the summary report except that it includes the prior balance. Note that the prior balance is essentially the A/R (the amount that is billed but not paid).
NOTE: Hours and fees (flat fees and minimum fees) are reported by the responsible, originating, or assigned timekeeper, regardless of who the actual time ticket timekeeper is. Therefore, if you select a specific timekeeper to generate this report for, the report will show all unbilled hours by matter, for those matters which have the selected individual as the responsible, originating or assigned timekeeper. The report will NOT show every matter that the selected timekeeper has worked on.
Following are criteria that you might need defined when generating this report:
Items Through: The cut-off date of the report. All items up to and including the cut-off date will be on the report.
Timekeeper: Check All to include all timekeepers. Check Timekeeper Initials to select a timekeeper for the report. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Write Off Report
The Write Off report lists fees, costs, taxes and late charges written off by matter. This report includes all amounts written off for a matter as well as individual amounts written off through adjustments.
Following are criteria that you might need defined when generating this report:
Date Range: Enter the date range for the report. Only write offs occurring on or within the date range will be included in the report.
Billing Timekeeper: Specify the timekeepers you want to include in the report. Select All to include matters for all timekeepers. To include matters for a specific timekeeper, select Timekeeper Initials. When you select this option, select the timekeeper code. Then, indicate the timekeeper type for this timekeeper. For example, if you only want to include those matters for which timekeeper ABC was an originating timekeeper, select Originating. Note that you can also select the originating, responsible, or assigned timekeeper for a matter. (Different types of timekeepers are assigned to matters during matter maintenance.)
Client: Specify the clients you want to include in the report. Select All to include matters for all clients. Select Client Number to include matters for a specific client, and then select the client number.
Matter: Specify the matters you want to include in the report. Select All to include all matters. Select Matter Number to include a specific matter, and then select the matter.