Ideal Online Documentation

14339 T/B LISTINGS, REPORTS AND FORMS
TB5-28 Staff Hourly Statistical Productivity Report

 

PURPOSE

 

The staff hourly statistical productivity report program prints the law types that each selected lawyer has worked on. You may include month to date, year to date and/or project to date totals. The report shows budgeted and actual figures for billable hours, fees billed, adjustments and writeoffs. The program also calculates the ratio of billed fees to total lawyer fees.

 

Staff Hourly Statistical Productivity Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Staff Hourly Statistical Productivity Report from the Time Billing Reports menu. The following prompts display.

 

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

 

[Enter] to accept 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 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 derault value "N".

 

"Y" to include project to date totals.

 

"N" to not include project to date totals.

 

[F3] to return to the previous field.


** STARTING LAWYER (ENTER=FIRST):

 

Enter lawyer/timekeeper code to start list.

 

[Enter] for first lawyer on file.

 

[F3] to return to the previous field.

 

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

 

** ENDING LAWYER (ENTER=LAST):

 

Enter lawyer/timekeeper code to end list.

 

[Enter] for last lawyer on file.

 

[F3] to return to the previous field.

 

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

 

** PRINT COMPANY TOTALS ONLY ? (Y/N):  N

 

[Enter] to accept default value "N".

 

"Y" to include company totals only.

 

"N" to not include company totals only.

 

[F3] to return to the previous field.

 

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

 

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 Staff Hourly Statistical Productivity Report printout follows.

  



02/11/07  15:13:16                                           IdeaLaw Ltd.                                            PAGE: 1
                                    WORKING LAWYER/STAFF STATISTICAL REPORT FROM: FIRST TO: LAST
                                              FOR THE 2 MONTHS ENDING Tue, Dec 31 2006
                                                     LAWYER: DAVID P. BARTLETT
-----------------------------------------------------------------------------------------------------------------------------------
                        BILLABLE HRS   ----------------- FEES BILLED ----------------      FEE BILLING        TIME      A/R WO'S
LAW TYPE                BUDGET  ACTUAL     BUDGET      ACTUAL     A/R ADJ'S     TOTAL   %  ADJUSTMENTS   DELETIONS   BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

COLL COLLECTIONS
                     M             8                    1,200           0       1,200                0           0           0
                     Y             8                    1,200           0       1,200                0           0           0
CORP CORPORATE
                     M             8                  171,335           0     171,335              135           0           0
                     Y            13                  172,085           0     172,085              135           0         750-
CRIM CRIMINAL
                     M             5                    2,093           0       2,093            1,418           0           0
                     Y             5                    2,093           0       2,093            1,418           0           0
GLIT GENERAL LITIGATION
                     M             0                        0           0           0                0           0           0
                     Y            20                    5,970           0       5,970            3,470           0       5,970-
ICBC ICBC FILES
                     M             5                      608           0         608                0           0           0
                     Y             5                      608           0         608                0           0           0
MISC GENERAL MISCELLANEOUS
                     M             5                        0           0           0              250           0           0
                     Y             5                        0           0           0              250           0           0
RECO REAL ESTATE - COMMERCIAL
                     M             7                   21,500           0      21,500           20,450           0           0
                     Y             9                   21,763           0      21,763           20,450           0         113-
                         ----   ----   ----------  ----------  ----------  ----------       ----------  ----------  ----------
TOTAL
                     M    150     37       15,000     196,735           0     196,735  1312     22,253           0           0
                     Y    300     64       30,000     203,718           0     203,718 679       25,723           0       6,833-




02/11/07  15:13:18                                           IdeaLaw Ltd.                                            PAGE: 2
                                    WORKING LAWYER/STAFF STATISTICAL REPORT FROM: FIRST TO: LAST
                                              FOR THE 2 MONTHS ENDING Tue, Dec 31 2006
                                                       LAWYER: IRVING M. WORF
-----------------------------------------------------------------------------------------------------------------------------------
                        BILLABLE HRS   ----------------- FEES BILLED ----------------      FEE BILLING        TIME      A/R WO'S
LAW TYPE                BUDGET  ACTUAL     BUDGET      ACTUAL     A/R ADJ'S     TOTAL   %  ADJUSTMENTS   DELETIONS   BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

COLL COLLECTIONS
                     M             8                    1,080           0       1,080                0           0           0
                     Y             8                    1,080           0       1,080                0           0           0
CORP CORPORATE
                     M             9                  161,573           0     161,573              253           0           0
                     Y            33                  166,072           0     166,072            1,115           0       3,381-
CRIM CRIMINAL
                     M             0                        0           0           0                0           0           0
                     Y            12                    1,800           0       1,800                0           0           0
GLIT GENERAL LITIGATION
                     M             0                        0           0           0                0           0           0
                     Y            26                    6,720           0       6,720            3,470           0       5,970-
RECO REAL ESTATE - COMMERCIAL
                     M             5                      795           0         795                0           0           0
                     Y            13                    1,995           0       1,995                0           0         675-
                         ----   ----   ----------  ----------  ----------  ----------       ----------  ----------  ----------
TOTAL
                     M    150     22       15,000     163,448           0     163,448  1090        253           0           0
                     Y    300     92       30,000     177,668           0     177,668 592        4,585           0      10,026-





02/11/07  15:13:18                                       IdeaLaw+ 5.2 Demo                                           PAGE: 3
                                    WORKING LAWYER/STAFF STATISTICAL REPORT FROM: FIRST TO: LAST
                                              FOR THE 2 MONTHS ENDING Tue, Dec 31 2006
                                                       LAWYER: JASON MACLEOD
-----------------------------------------------------------------------------------------------------------------------------------
                        BILLABLE HRS   ----------------- FEES BILLED ----------------      FEE BILLING        TIME      A/R WO'S
LAW TYPE                BUDGET  ACTUAL     BUDGET      ACTUAL     A/R ADJ'S     TOTAL   %  ADJUSTMENTS   DELETIONS   BD'S & DR'S
-----------------------------------------------------------------------------------------------------------------------------------

CORP CORPORATE
                     M             6                  496,847-          0     496,847-             353           0           1-
                     Y           104                  421,233-      1,519     419,714-          65,317           0      10,547-
CRIM CRIMINAL
                     M             0                        0           0           0                0           0           0
                     Y            20                    3,750           0       3,750            1,250           0       3,250-
GLIT GENERAL LITIGATION
                     M             5                  248,134           0     248,134          246,794           0      20,101-
                     Y            74                1,263,864      30,537   1,294,401        1,256,464           0     286,041-
ICBC ICBC FILES
                     M             5                      495           0         495                0           0           0
                     Y            17                    2,615         981       3,596              195          50-          0
RECO REAL ESTATE - COMMERCIAL
                     M             5                  251,613           0     251,613          250,000           0           0
                     Y            44                  255,444           0     255,444          250,000           0       1,906-
                         ----   ----   ----------  ----------  ----------  ----------       ----------  ----------  ----------
TOTAL
                     M    175     20      100,000       3,395           0       3,395   3      497,147           0      20,102-
                     Y    350    258      200,000   1,104,440      33,036   1,137,476 569    1,573,226          50-    301,745-