The “Matter Summary report provides a list of active Lawyers with a summary of all of their clients/matter details. These details include their Unbilled Hours, Fees and Disbursements, the Billed (Accounts Receivable) Fees and Disbursement/Taxes, as well as Trust balances.
To print report:
- Click on Reports
- Select the Matter Summary report
- Transactions From - Select the date range for transactions to include on the report.
Note:
- Default range is 01/01/1980 to current date. The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.
4. Report by - Filter the report by “Firm”/ “Responsible lawyer”/ “Originating lawyer”. Default selection is “Firm”.
5. Lawyer / Timekeeper - To report for a single lawyer or range of lawyers either by “Responsible or Originating lawyer” click on “Select” and select the relevant Lawyers to report on. To include all Lawyers, leave the default setting to “All”. A separate page will print for each lawyer.
6. Type of Law - To report for a specific type of law, click on “Select.” To report on all types of Law, leave the default setting to “All.”
7. Major Client - To report for a specific major client, click on “Select.” To report on all Major Clients, leave the default setting to “All.”
8. Options - Select “Group inactive lawyers / timekeepers” if applicable.
9. Output Options - Select “View” to display the report on the screen, “Export to CSV” to export the report or “Print” to print the report.
Note:
- The report can be exported to Excel or PDF from the “View” screen.
Sample Report: Matter Summary Report
Tips:
- Select memorize to add the report with the current options to the memorized reports. Report can only be added once to the memorized reports.