Matter Listing

The Matter Listing provides a detail or summary list of Client-Matters.  You can also print a list of Matters by Originating or Project Attorney and show the split percentages (if any).  Another option available under this report is a list of Active Billing Rates for matters.

SORT ORDERS
Client Code, Matter Code
Client Code, Matter Name
Client Name, Matter Code
Client Name, Matter Name
Location Code
Type of Law
Department Code                
Originating
Originating, Client Name
Project
Project, Client Name
Responsible
Responsible, Client Name
 

OPTIONS
One or All of Sort Order
Detail, Summary, With Split Assignments or Active Rates
Open, Closed or All Matter
Date Range of Opened/Closed Matters
Duplicate Matter per Assignment Splits
New Page on Group Change
Various Filter Options
    Client-Matter
    Location
    Type of Law
    Department
    Originating Attorney
    Project Attorney
    Responsible Attorney
    Managing Attorney


OTHER OBJECTS AVAILABLE FOR REPORT
Assigned
Assistant
Billing Notes
Client Opened Date
Client Originating Attorney
Venue
Primary
Secondary
Subject
Work Group
Location GL Account
Type of Law GL Account
Matter Additional Info


EXPLANATION OF REPORT INFO/COLUMNS
The report option that prints Active Rates shows the Default Rate Code assigned to the Matter and then it shows the current dollar value of the Rate Code (default or override) used by any Timekeeper that has worked on the file under the current rate structure.