Ideal Online Documentation

14326 T/B LISTINGS, REPORTS AND FORMS
TB5-15 Lawyer Analysis

 

PURPOSE

 

The lawyer analysis program prints a report of billable time, adjustments, billed time and disbursements, and receipts by any or all lawyers. You may specify month to date, year to date and/or project to date.

 

Lawyer Analysis is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

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

 

** 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.

 

[F4] to exit to menu.

 

** 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 accept 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.

 

** ENTER STARTING LAWYER (ENTER=1ST):

 

Enter lawyer/timekeeper to begin analysis.

 

[Enter] to begin with first lawyer on file.

 

[F3] to return to the previous field.

 

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

 

** ENTER ENDING LAWYER (ENTER=LAST):

 

Enter lawyer/timekeeper to end analysis.

 

[Enter] to end with last lawyer on file.

 

[F3] to return to the previous field.

 

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

 

** ONE PAGE PER LAWYER ? (Y/N): N

 

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

 

"Y" to print a separate page for each lawyer.

 

"N" to not print a separate page for each lawyer.

 

[F3] to return to the previous field.

 

** NUMBER OF COPIES ? (ENTER=ONE): 1

 

Enter number of copies to print.

 

[Enter] to print one copy.

 

[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.

 

An example Working Lawyer Productivity Analysis printout follows.

  



02/06/07  16:15:39                                     IdeaLaw Ltd.                                           PAGE: 1
                               WORKING LAWYER PRODUCTIVITY ANALYSIS FROM: FIRST TO: LAST
                                         REPORT PRINTED AS AT Tue, Dec 31 2006
------------------------------------------------------------------------------------------------------------------------
                            ---------------- FEES BILLED ---------------
   BILLABLE     BILLED      ASSIGNED       OTHER          A/R                TOTAL     BILLING     A/R WO'S,      CASH
   HOURS     DISBURSEMENTS   CLIENTS     CLIENTS      ADJUSTMENTS  TOTAL     BILLED  ADJUSTMENTS  BD'S & DR'S   RECEIPTS
------------------------------------------------------------------------------------------------------------------------

MICHAEL WATKINS
M     10
Y     10

DISBURSEMENT BILLINGS
M                 2,804                                                        2,804                               1,150
Y                11,562                                                       11,562         247-      3,500      11,706

DAVID P. BARTLETT
M     37                      20,000     176,735                 196,735     196,735      22,253                   2,160
Y     64                      20,000     183,718                 203,718     203,718      25,723       6,833-      2,160

IRVING M. WORF
M     22                                 163,448                 163,448     163,448         253                   1,573
Y     92                                 177,668                 177,668     177,668       4,585      10,026-      7,681

JASON MACLEOD
M     20                       1,782       1,613                   3,395       3,395     497,147      20,102-     48,711
Y    258          5,439    1,086,201      18,239      33,036   1,137,476   1,142,915   1,576,747     301,745-    550,391

PAUL PARALEGAL
M     38                                  23,824                  23,824      23,824       1,095                     441
Y     62                                  25,873                  25,873      25,873       1,342       1,135-      1,318

STEVEN L. ROSEVELT
M     35                      17,013       3,814                  20,827      20,827      16,597                  13,889
Y    205          5,918      629,025      15,282          89     644,397     650,315     620,368       4,524-    521,868

Mary Anne Smith
M      7
Y      7

SALLY SECRETARY
M     14                                     731                     731         731          21                     366
Y     30             45                    2,145                   2,145       2,190         715       1,194-        561

WALTER P. LIGHTFOOT
M     88                                 154,548                 154,548     154,548          62-                  2,223
Y    129                                 164,547                 164,547     164,547       4,102       7,164-      4,312

LAWYER TOTALS
_____________
M    272          2,804       38,795     524,712                 563,507     566,311     537,303      20,102-     70,513
Y    857         22,964    1,735,226     587,472      33,126   2,355,824   2,378,788   2,233,335     329,121-  1,099,998

GOODS & SERVICES TAX
M                    85                   39,092                  39,092      39,177                               4,746
Y                   856                  161,206                 161,206     162,062                  23,078-     76,126

PROVINCIAL SALES TAX
M                                         21,592                  21,592      21,592                               1,573
Y                                         70,076                  70,076      70,076                   2,671-     39,696

REPORT TOTALS
_____________
M    272          2,889       38,795     585,395                 624,190     627,079     537,303      20,102-     76,833
Y    857         23,820    1,735,226     818,754      33,126   2,587,105   2,610,926   2,233,335     354,870-  1,215,819