Ideal Online Documentation

14329 T/B LISTINGS, REPORTS AND FORMS
TB5-18 Lawyer Time Analysis

 

PURPOSE

 

The lawyer time analysis program prints an analysis of lawyer time billings, adjustments, fees and deletions by working lawyer, assigned lawyer, group or clients. You may specify month to date, year to date and/or project to date totals. You may include fees, disbursements or both and print either a summary or detail report.

 

Lawyer Time Analysis is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Lawyer Time 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 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.

 

An example Detailed Lawyer Time Analysis Report printout follows.

  



02/07/07  11:09:18                                     IdeaLaw Ltd.                                           PAGE: 1
                                     DETAILED LAWYER TIME ANALYSIS REPORT BY CLIENT
                                         REPORT PRINTED AS AT Tue, Dec 31 2006
                                                   FROM FIRST TO LAST
------------------------------------------------------------------------------------------------------------------------
                                                    OPENING   +BILLABLE       +TIME        -FEE       -TIME    =CLOSING
CLIENT/MATTER                                          TIME        TIME    ADJUST'S    BILLINGS   DELETIONS        TIME
------------------------------------------------------------------------------------------------------------------------

000001    ABC COMPANY LIMITED               M             0       2,698         303       3,000           0           0
0000  GENERAL MATTERS                       Y             0       8,379         250-      8,616           0           0

000001    ABC COMPANY LIMITED               M           500           0           0         500           0           0
0001  EXTRA-PROVINCIAL REGISTRATION         Y             0         500           0         500           0           0

000001    ABC COMPANY LIMITED               M             0       1,158         343       1,500           0           0
0002  TAKEOVER OF XYZ CORPORATION           Y             0      21,198      33,886      62,072           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M           500       3,855         645       5,000           0           0
                                            Y             0      30,076      33,637      71,188           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------
000002    SHANE & MARNIE GUNTHER            M         1,000       5,938     283,063     290,000           0           0
0000  PURCHASE OF EXPO SITE                 Y             0      13,926     359,768     385,374           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------
000003    TED CROWTHER                      M           800       2,070     247,130     250,000           0           0
0000  VS. ROBERT BONNER                     Y             0      22,045   1,273,110   1,368,107           0           0

000003    TED CROWTHER                      M         1,600         820          80       2,500           0           0
0001  TAXATION ADVICE                       Y             0       2,420      60,080      70,900           0           0

000003    TED CROWTHER                      M             0       1,200           0       1,200           0           0
0099  GENERAL COLLECTION AND                Y             0       1,200           0       1,200           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M         2,400       4,090     247,210     253,700           0           0
                                            Y             0      25,665   1,333,190   1,440,207           0           0
                                                 ----------  ----------  ----------  ----------  ----------  ----------
000004    INSURANCE CORPORATION OF B.C.     M             0         500           0           0           0         500
0001  GREEN, RICK VS. BLACK, BOB            Y             0         500           0           0           0         500

000004    INSURANCE CORPORATION OF B.C.     M             0       1,477           0       1,477           0           0
0002  SMITH, BOB VS. JONES, RICK            Y           550       8,237         195       8,932          50           0

000004    INSURANCE CORPORATION OF B.C.     M             0       1,080           0       1,080           0           0
0099  GENERAL COLLECTION ADVICE             Y             0       1,080           0       1,080           0           0

000004    INSURANCE CORPORATION OF B.C.     M             0       6,500         125-          0           0       6,375
9999  NON-BILLABLE ADMINISTRATIVE &         Y             0       6,500         125-          0           0       6,375
                                                 ----------  ----------  ----------  ----------  ----------  ----------
CLIENT TOTALS                               M             0       9,557         125-      2,557           0       6,875
                                            Y           550      16,317          70      10,012          50       6,875
                                                 ----------  ----------  ----------  ----------  ----------  ----------



...
                                                 ----------  ----------  ----------  ----------  ----------  ----------
REPORT TOTALS                               M         4,000     171,898     537,428     563,507         125     149,694
                                            Y           550     241,993   2,230,024   2,493,297         175     149,694
                                                 ==========  ==========  ==========  ==========  ==========  ==========