Ideal Online Documentation

14314 T/B LISTINGS, REPORTS AND FORMS
TB5-03 Billing Analysis

 

PURPOSE

 

The billing analysis program prints a report of billable time and disbursements, adjustments, and billed time and disbursements by working lawyer, assigned lawyer, group or clients. You may specify month to date, year to date and/or project to date figures in either summary or detail format. You may print a summary or detail report.

 

Billing Analysis is accessed from:

  • Billing Reports menu.

 

PROCEDURE

 

Select Billing Analysis from the Time Billing Reports menu. The following prompts display.

 

(1) BY WORKING LAWYER
(2) BY ASSIGNED LAWYER
(3) BY GROUP CODE
(4) BY CLIENT
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept displayed default.

 

"1" to select billing analysis by working lawyer.

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper code of the lawyer to select.

 

[Enter] to select all lawyers.

 

[F3] to return to selection criteria.

 

[F5] to display list of lawyer/timekeepers for selection.

 

"2" to select billing analysis by assigned lawyer .

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper code of the lawyer to select.

 

[Enter] to select all lawyers.

 

[F3] to return to selection criteria.

 

[F5] to display list of lawyer/timekeepers for selection.

 

"3" to select billing analysis by group code.

 

** ENTER GROUP CODE (ENTER=ALL):

 

Enter group code to select.

 

[Enter] to select all groups.

 

[F3] to return to selection criteria.

 

[F5] to display list of groups for selection.

 

"4" to select billing analysis by client.

 

** ENTER CLIENT CODE (ENTER=ALL):

 

Enter client code to include.

 

[Enter] to include all clients.

 

[F3] to return to selection criteria.

 

[F5] to display list of client/matters for selection.

 

[F4] to exit to menu.

 

** INCLUDE MONTH TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept the default value "Y".

 

"Y" to include month to date totals.

 

"N" to not include month to date totals.

 

[F3] to return to the previous field.

 

** INCLUDE YEAR TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept the default value "Y".

 

"Y" to include year to date totals.

 

"N" to not include year to date totals.

 

[F3] to return to the previous field.

 

** INCLUDE PROJECT TO DATE TOTALS ? (Y/N):  N

 

[Enter] to accept the default value "N".

 

"Y" to include project to date totals.

 

"N" to not include project to date totals.

 

[F3] to return to the previous field.

 

** SUMMARY/DETAILED ? (S/D):

 

"S" to print summary data.

 

"D" to print detailed data.

 

[F3] to return to the previous field.

 

** PAGE BREAK ? (Y/N):  N

 

[Enter] to accept the default value "N".

 

"Y" to add a page break after each entry.

 

"N" to not add a page break after each entry.

 

[F3] to return to the previous field.

 

** SUMMARIZE TAX TOTALS ? (Y/N): YES

 

This field defaults to the value defined during system setup. No entry is possible.

 

** NUMBER OF COPIES:

 

Enter number of copies of report to print.

 

[F3] to return to the previous field.

 

** PRESS ENTER TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

Example Summarized and Detailed Lawyer Billing Analysis Report printouts follow.

  



02/05/07  09:28:49                                            IdeaLaw Ltd.                                                PAGE: 1
                                    SUMMARIZED LAWYER BILLING ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006

-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE    BILLABLE    BILLABLE     BILLING      BILLED      BILLED      A/R
CLIENT/MATTER                                         HOURS        TIME      DISB'S    ADJUST'S        FEES      DISB'S    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

PROVINCIAL SALES TAX                        M             0           0           0           0      21,592           0           0
                                            Y             0           0           0           0      70,076           0           0


GOODS & SERVICES TAX                        M             0           0           0           0      39,092          85           0
                                            Y             0           0           0           0     161,206         856           0


MICHAEL WATKINS                             M            10         100           0           0           0           0           0
                                            Y            10         100           0           0           0           0           0


DISBURSEMENT BILLINGS                       M             0           0       5,906           0           0       2,804           0
                                            Y             0           0      14,911         247-          0      11,562           0


DAVID P. BARTLETT                           M            37     175,233           0      22,253     196,735           0           0
                                            Y            64     178,745           0      25,723     203,718           0           0


IRVING M. WORF                              M            22     163,195           0         253     163,448           0           0
                                            Y            92     173,083           0       4,585     177,668           0           0


JASON MACLEOD                               M            20     497,653-          0     497,147       3,395           0           0
                                            Y           258     469,236-      1,868   1,576,747   1,104,440       5,439      33,036


PAUL PARALEGAL                              M            38      22,729           0       1,095      23,824           0           0
                                            Y            62      24,531           0       1,342      25,873           0           0


STEVEN L. ROOSDAHL                          M            35       4,230           0      16,597      20,827           0           0
                                            Y           205      24,102       5,756     620,368     644,307       5,918          89


MARY ANNE SMITH                             M             7         500           0           0           0           0           0
                                            Y             7         500           0           0           0           0           0


SALLY SECRETARY                             M            14         710           0          21         731           0           0
                                            Y            30       1,480          45         715       2,145          45           0


WALTER P. LIGHTFOOT                         M            88     302,854           0          62-    154,548           0           0
                                            Y           129     308,689           0       4,102     164,547           0           0




02/05/07  09:28:49                                            IdeaLaw Ltd.                                                PAGE: 2
                                    SUMMARIZED LAWYER BILLING ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006

-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE    BILLABLE    BILLABLE     BILLING      BILLED      BILLED      A/R
CLIENT/MATTER                                         HOURS        TIME      DISB'S    ADJUST'S        FEES      DISB'S    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

REPORT TOTALS (EXCLUDING TAX)               M           272     171,898       5,906     537,303     563,507       2,804           0
                                            Y           857     241,993      22,579   2,233,335   2,322,698      22,964      33,126
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========

REPORT TOTALS (INCLUDING TAX)               M           272     171,898       5,906     537,303     624,190       2,889           0
                                            Y           857     241,993      22,579   2,233,335   2,553,980      23,820      33,126
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========




02/12/07  13:36:04                                           IdeaLaw Ltd.                                                 PAGE: 4
                                     DETAILED LAWYER BILLING ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                   LAWYER: DISBURSEMENT BILLINGS
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE    BILLABLE    BILLABLE     BILLING      BILLED      BILLED      A/R
CLIENT/MATTER                                         HOURS        TIME      DISB'S    ADJUST'S        FEES      DISB'S    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------
000001    ABC COMPANY LIMITED               M             0           0         293           0           0         880           0
0000  GENERAL MATTERS                       Y             0           0         355           5-          0       5,936           0

000001    ABC COMPANY LIMITED               M             0           0         293           0           0           0           0
0001  EXTRA-PROVINCIAL REGISTRATION         Y             0           0         293           0           0           0           0

000001    ABC COMPANY LIMITED               M             0           0         293           0           0           0           0
0002  TAKEOVER OF XYZ CORPORATION           Y             0           0       5,293           0           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0           0         880           0           0         880           0
                                            Y             0           0       5,941           5-          0       5,936           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000002    SHANE & MARNIE GUNTHER            M             0           0         270           0           0         270           0
0000  PURCHASE OF EXPO SITE                 Y             0           0       1,659         162-          0       1,497           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M             0           0         300           0           0         300           0
0000  VS. ROBERT BONNER                     Y             0           0         830          65-          0         765           0

000003    TED CROWTHER                      M             0           0         370           0           0         370           0
0001  TAXATION ADVICE                       Y             0           0         380           0           0         380           0

000003    TED CROWTHER                      M             0           0         270           0           0         270           0
0005  VS. JOE PATIENT - COLLECTION          Y             0           0         270           0           0         270           0

000003    TED CROWTHER                      M             0           0          70           0           0          70           0
0099  GENERAL COLLECTION AND                Y             0           0          70           0           0          70           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0           0       1,010           0           0       1,010           0
                                            Y             0           0       1,550          65-          0       1,485           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000004    INSURANCE CORPORATION OF B.C.     M             0           0         108           0           0           0           0
0001  GREEN, RICK VS. BLACK, BOB            Y             0           0         108           0           0           0           0

000004    INSURANCE CORPORATION OF B.C.     M             0           0         120           0           0         120           0
0002  SMITH, BOB VS. JONES, RICK            Y             0           0         635          15-          0         620           0

000004    INSURANCE CORPORATION OF B.C.     M             0           0          70           0           0          70           0
0099  GENERAL COLLECTION ADVICE             Y             0           0          70           0           0          70           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0           0         298           0           0         190           0
                                            Y             0           0         813          15-          0         690           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000888    JOHN DOE                          M             0           0       1,030           0           0           0           0
0001  M.V.A. - DEC. 12/04                   Y             0           0       1,030           0           0           0           0

000888    JOHN DOE                          M             0           0          95           0           0          95           0
0002  WILL                                  Y             0           0          95           0           0          95           0

000888    JOHN DOE                          M             0           0       1,964           0           0           0           0
0003  M.V.A. - FEB. 14/05                   Y             0           0       1,964           0           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0           0       3,089           0           0          95           0
                                            Y             0           0       3,089           0           0          95           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
LAWYER TOTALS                               M             0           0       5,906           0           0       2,804           0
                                            Y             0           0      14,911         247-          0      11,562           0

  % OF REPORT TOTALS (EXCL.TAX)             M           .00%        .00%     100.00%        .00%        .00%     100.00%    100.00%
                                            Y           .00%        .00%      66.00%        .00%        .00%      50.00%       .00%
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


...

02/12/07  13:36:04                                           IdeaLaw Ltd.                                                     PAGE: 6
                                     DETAILED LAWYER BILLING ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                     LAWYER: DAVID P. BARTLETT
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE    BILLABLE    BILLABLE     BILLING      BILLED      BILLED      A/R
CLIENT/MATTER                                         HOURS        TIME      DISB'S    ADJUST'S        FEES      DISB'S    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

000001    ABC COMPANY LIMITED               M             8       1,200           0         135       1,335           0           0
0000  GENERAL MATTERS                       Y            13       1,950           0         135       2,085           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000002    SHANE & MARNIE GUNTHER            M             7       1,050           0      20,450      21,500           0           0
0000  PURCHASE OF EXPO SITE                 Y             9       1,313           0      20,450      21,763           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M             0           0           0           0           0           0           0
0000  VS. ROBERT BONNER                     Y            20       2,500           0       3,470       5,970           0           0

000003    TED CROWTHER                      M             8       1,200           0           0       1,200           0           0
0099  GENERAL COLLECTION AND                Y             8       1,200           0           0       1,200           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             8       1,200           0           0       1,200           0           0
                                            Y            28       3,700           0       3,470       7,170           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000004    INSURANCE CORPORATION OF B.C.     M             5         608           0           0         608           0           0
0002  SMITH, BOB VS. JONES, RICK            Y             5         608           0           0         608           0           0

000004    INSURANCE CORPORATION OF B.C.     M             5         500           0         250           0           0           0
9999  NON-BILLABLE ADMINISTRATIVE &         Y             5         500           0         250           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M            10       1,108           0         250         608           0           0
                                            Y            10       1,108           0         250         608           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000005    STEVE & BECKY ROOSDAHL            M             5         675           0       1,418       2,093           0           0
0000  MULTIPLE MURDER CHARGES               Y             5         675           0       1,418       2,093           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
012345    XYZ CORPORATION LTD.              M             0     170,000           0           0     170,000           0           0
0000  CORPORATE MATTERS                     Y             0     170,000           0           0     170,000           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
LAWYER TOTALS                               M            37     175,233           0      22,253     196,735           0           0
                                            Y            64     178,745           0      25,723     203,718           0           0

  % OF REPORT TOTALS (EXCL.TAX)             M         14.00%     102.00%        .00%       4.00%      35.00%        .00%    100.00%
                                            Y          7.00%      74.00%        .00%       1.00%       9.00%        .00%       .00%
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


...

02/12/07  13:36:07                                           IdeaLaw Ltd.                                                 PAGE: 14
                                     DETAILED LAWYER BILLING ANALYSIS REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                           REPORT TOTALS
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE    BILLABLE    BILLABLE     BILLING      BILLED      BILLED      A/R
CLIENT/MATTER                                         HOURS        TIME      DISB'S    ADJUST'S        FEES      DISB'S    ADJUST'S
-----------------------------------------------------------------------------------------------------------------------------------

REPORT TOTALS (EXCLUDING TAX)               M           272     171,898       5,906     537,303     563,507       2,804           0
                                            Y           857     241,993      22,579   2,233,335   2,322,698      22,964      33,126
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


REPORT TOTALS (INCLUDING TAX)               M           272     171,898       5,906     537,303     624,190       2,889           0
                                            Y           857     241,993      22,579   2,233,335   2,553,980      23,820      33,126
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========