Ideal Online Documentation

14328 T/B LISTINGS, REPORTS AND FORMS
TB5-17 Lawyer Report

 

PURPOSE

 

The lawyer report prints billable time, fees, disbursements, adjustments, and receipts by working lawyer, assigned lawyer, group or clients. You may specify month to date, year to date and/or project to date. You can include fees, disbursements or both and print a summary or detail report. The summary report prints lawyer totals only.

 

Lawyer Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Lawyer Report 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 CODE
** ENTER SELECTION (ENTER='1'):

 

[Enter] to accept displayed default.

 

"1" to select analysis by working lawyer.

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper 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 analysis by assigned lawyer .

 

** FOR LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper 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 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 analysis by client.

 

** ENTER CLIENT CODE (ENTER=ALL):

 

Enter client code to select.

 

[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 breadk 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.

 

** INCLUDE FEES/DISBURSMENTS/BOTH (F/D/B):  B

 

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

 

"F" to include only Fees.

 

"D" to include only Disbursements.

 

"B" to include Both fees and disbursements.

 

[F3] to return to the previous field.

 

** NUMBER OF COPIES:

 

Enter number of copies 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 Productivity Report printouts follow.

  



02/07/07  10:38:16                                           IdeaLaw Ltd.                                                 PAGE: 1
                                          SUMMARIZED LAWYER PRODUCTIVITY REPORT BY CLIENT
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                       (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE   - TIME & DISBURSMENT -                  A/R          CASH     A/R WO'S
CLIENT/MATTER                                         HOURS    BILLABLE    ADJUST'S    BILLINGS    ADJUST'S    RECEIPTS  BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

PROVINCIAL SALES TAX                        M             0           0           0      21,592           0       1,573           0
                                            Y             0           0           0      70,076           0      39,696      -2,671

GOODS & SERVICES TAX                        M             0           0           0      39,177           0       4,746           0
                                            Y             0           0           0     162,062           0      76,126     -23,078



REPORT TOTALS (EXCLUDING TAX)               M           272     177,803     537,303     566,311           0      70,513     -20,102
                                            Y           857     264,572   2,233,335   2,345,662      33,126   1,099,998    -329,121
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


REPORT TOTALS (INCLUDING TAX)               M           272     177,803     537,303     627,079           0      76,833     -20,102
                                            Y           857     264,572   2,233,335   2,577,800      33,126   1,215,819    -354,870
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========






02/07/07  10:42:25                                           IdeaLaw Ltd.                                                 PAGE: 1
                                       DETAILED LAWYER PRODUCTIVITY REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                            PROVINCIAL SALES TAX (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE   - TIME & DISBURSMENT -                  A/R          CASH     A/R WO'S
CLIENT/MATTER                                         HOURS    BILLABLE    ADJUST'S    BILLINGS    ADJUST'S    RECEIPTS  BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------
LAWYER TOTALS                               M             0           0           0      21,592           0       1,573           0
                                            Y             0           0           0      70,076           0      39,696      -2,671
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========





02/07/07  10:42:25                                           IdeaLaw Ltd.                                                 PAGE: 2
                                       DETAILED LAWYER PRODUCTIVITY REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                        LAWYER: DISBURSEMENT BILLINGS (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE   - TIME & DISBURSMENT -                  A/R          CASH     A/R WO'S
CLIENT/MATTER                                         HOURS    BILLABLE    ADJUST'S    BILLINGS    ADJUST'S    RECEIPTS  BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------
000001    ABC COMPANY LIMITED               M             0         293           0         293           0         880           0
0000  GENERAL MATTERS                       Y             0         355           5-        350           0      10,936       5,000

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

000001    ABC COMPANY LIMITED               M             0         293           0         293           0           0           0
0002  TAKEOVER OF XYZ CORPORATION           Y             0       5,293           0       5,293           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0         880           0         880           0         880           0
                                            Y             0       5,941           5-      5,936           0      10,936       5,000
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000002    SHANE & MARNIE GUNTHER            M             0         270           0         270           0         270           0
0000  PURCHASE OF EXPO SITE                 Y             0       1,659         162-      1,497           0         270           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M             0         300           0         300           0           0           0
0000  VS. ROBERT BONNER                     Y             0         830          65-        765           0           0           0

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

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

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

000004    INSURANCE CORPORATION OF B.C.     M             0         120           0         120           0           0           0
0002  SMITH, BOB VS. JONES, RICK            Y             0         635          15-        620           0         500           0

000004    INSURANCE CORPORATION OF B.C.     M             0          70           0          70           0           0           0
0099  GENERAL COLLECTION ADVICE             Y             0          70           0          70           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0         298           0         190           0           0           0
                                            Y             0         813          15-        690           0         500           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000005    STEVE & BECKY ROOSDAHL            M             0          90           0          90           0           0           0
0000  MULTIPLE MURDER CHARGES               Y             0       1,590           0       1,590           0           0      -1,500
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------



...

02/07/07  10:42:30                                           IdeaLaw Ltd.                                                 PAGE: 13
                                       DETAILED LAWYER PRODUCTIVITY REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                         LAWYER: WALTER P. LIGHTFOOT (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE   - TIME & DISBURSMENT -                  A/R          CASH     A/R WO'S
CLIENT/MATTER                                         HOURS    BILLABLE    ADJUST'S    BILLINGS    ADJUST'S    RECEIPTS  BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

000002    SHANE & MARNIE GUNTHER            M            13       2,223           0       2,223           0       2,223           0
0000  PURCHASE OF EXPO SITE                 Y            13       2,223           0       2,223           0       2,223           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M             4         645         142         787           0           0           0
0000  VS. ROBERT BONNER                     Y            24       3,645       4,306       7,951           0           0      -7,164
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000004    INSURANCE CORPORATION OF B.C.     M             4         500           0           0           0           0           0
0001  GREEN, RICK VS. BLACK, BOB            Y             4         500           0           0           0           0           0

000004    INSURANCE CORPORATION OF B.C.     M             0           0           0           0           0           0           0
0002  SMITH, BOB VS. JONES, RICK            Y            21       2,835           0       2,835           0       2,090           0

000004    INSURANCE CORPORATION OF B.C.     M            46       5,750         500-          0           0           0           0
9999  NON-BILLABLE ADMINISTRATIVE &         Y            46       5,750         500-          0           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M            50       6,250         500-          0           0           0           0
                                            Y            71       9,085         500-      2,835           0       2,090           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000100    IDEAL WIDGET COMPANY              M             6         980         420       1,400           0           0           0
0000  GENERAL CORPORATE MATTERS             Y             6         980         420       1,400           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
000888    JOHN DOE                          M             9       1,619           0           0           0           0           0
0001  M.V.A. - DEC. 12/94                   Y             9       1,619           0           0           0           0           0

000888    JOHN DOE                          M             2         263         124-        139           0           0           0
0002  WILL                                  Y             2         263         124-        139           0           0           0

000888    JOHN DOE                          M             0     140,000           0           0           0           0           0
0003  M.V.A. - FEB. 14/95                   Y             0     140,000           0           0           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M            11     141,881         124-        139           0           0           0
                                            Y            11     141,881         124-        139           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
012345    XYZ CORPORATION LTD.              M             5     150,875           0     150,000           0           0           0
0000  CORPORATE MATTERS                     Y             5     150,875           0     150,000           0           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------  ----------
LAWYER TOTALS                               M            88     302,854          62-    154,548           0       2,223           0
                                            Y           129     308,689       4,102     164,547           0       4,312      -7,164

  % OF REPORT TOTALS (EXCL.TAX)             M         32.00%     170.00%        .00%      27.00%     100.00%       3.00%       .00%
                                            Y         15.00%     117.00%        .00%       7.00%        .00%        .00%      2.00%
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========





02/07/07  10:42:30                                           IdeaLaw Ltd.                                                 PAGE: 14
                                       DETAILED LAWYER PRODUCTIVITY REPORT BY WORKING LAWYER
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
                                                REPORT TOTALS (FEES & DISBURSEMENTS)
-----------------------------------------------------------------------------------------------------------------------------------
                                                   BILLABLE   - TIME & DISBURSMENT -                  A/R          CASH     A/R WO'S
CLIENT/MATTER                                         HOURS    BILLABLE    ADJUST'S    BILLINGS    ADJUST'S    RECEIPTS  BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

REPORT TOTALS (EXCLUDING TAX)               M           272     177,803     537,303     566,311           0      70,513     -20,102
                                            Y           857     264,572   2,233,335   2,345,662      33,126   1,099,998    -329,121
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========


REPORT TOTALS (INCLUDING TAX)               M           272     177,803     537,303     627,079           0      76,833     -20,102
                                            Y           857     264,572   2,233,335   2,577,800      33,126   1,215,819    -354,870
                                                 ==========  ==========  ==========  ==========  ==========  ==========  ==========