Billing Realization by Working Attorney Report

  • Updated

The Billing Realization by Working Attorney Report is an analysis of billed hours and dollars during a specified invoice date range.  The report shows the original value of hours and dollars billed versus the billed value of the hours and dollars.  Total adjustments are shown as well as the realized rate and percent.  This report offers a Working Attorney sort with Client-Matter detail and replaces the Working Attorney sort option in the Billing Realization Report located in the Billing and Revenue Reports section.


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SORT ORDERS
Working Attorney
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Staff Level
Practice Group
Type of Law
Department
Location

 
OPTIONS
One or All of Sort Order Type
Transaction Date Range
Detail Level
    None
    Timekeeper
    Timekeeper, Client
    Timekeeper, Client-Matter
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Staff Level
    Practice Group
    Type of Law
    Department
    Location


EXPLANATION OF REPORT INFO/COLUMNS
Listed below are the columns on the Billing Realization by Working Attorney Report (in the order they appear on the report) and an explanation of what the value in each column represents.  This report includes billable time only (Matter set to Fee Arrangement of Hourly, Flat or Contingency).

Original Value - Hours - the original value of billable hours billed during the report date range.

Original Value - Amount - the original value of billable dollars billed during the report date range.

Billed Value - Hours - the billed value of billable hours billed during the report date range.

Billed Value - Amount - the billed value of billable dollars billed during the report date range.

Adjustment - Hours - the difference between the original value and billed value of billable hours billed during the report date range.

Adjustment - Amount - the difference between the original value and billed value of billable dollars during the report date range.

Realized - PCNT - the percent of original dollars actually billed (Billed Value Amount / Original Value Amount).

Realized - Rate - the rate actually billed (Billed Value Amount / Original Value Hours).


BALANCING TO OTHER REPORTS
If you run the Billing Realization by Working Attorney Report for a similar date range and choose to Include Inactive Timekeepers, you can balance to the following reports:

Invoice Listing - Fees Billed

Timekeeper History - Hours Billed and Value Billed

Timekeeper Productivity - Hours Billed, Fees Billed, Write ups/Downs and Actual Fees

Billing Realization - All fields

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