Originating Attorney Fields and Report

Originating Attorney Fields

For any users on a Bill4Time Legal Pro and Enterprise plans, originating attorney fields can be utilized when creating a new or updating an existing client or matter. In a typical scenario when a new client retains a law firm, the firm may allocate a portion of the fees generated by that client to the originating attorney. Clients and matters may have multiple originating attorneys that can all claim credit and Bill4Time now has an easy way to keep these allocations accurate. 

When creating or updating a client or matter select the advanced option to the right of the new Originating Attorney field.  This will allow you to add the split percentages and percent of the rate for all originating attorneys.

Originator: Attorney(s) who should receive compensation for originating a client or matter.

Split Percentage: The percentage of the origination the attorney will earn, calculated on payments to the invoice. 

Percentage of Rate: (functionality coming soon)

Originating Attorney Report

Bill4Time has introduced a report for the newly released originating attorney feature for Legal Pro and Enterprise users. This report allows you to keep track of client and matter allocations based on the attorney who initiated the business with the firm. The report can be used to view the revenue generated for that client or matter that was brought to the firm by each originating attorney.

To show the data for each user, invoices and the data associated will repeat several times. In the green boxes below the invoice, 10001 is repeated under users Bill Smith and Lindsay Knox.  This is to show how the payment is applied and the user's portion of that payment. Notice in the blue boxes (grey bars of the report) the information is the same for each user, this data represents the payment application of each category.  To show additional detail (as additional columns, "Include Expenses and Late Fees:" and "Include Credit Adjustments:" can be added to show on the report.

When grouping by Matter the invoices will repeat for each user as well, but will be shown grouped together under the matter.

When grouping by Client the invoices will repeat for each user as well, but will be shown grouped together under the client.

When running the report there are several options to group, filter, and change how payments are applied (which will affect the user split).  While this impacts the user split in the report, this filter has no impact on where or how payments are applied within the system or to invoices.

Payments Apply to: 

Labor, Expenses and Late Fees Evenly: This applies payments evenly based on the ratio of each categories portion of the invoice. 

Expenses and Late Fees First:

When pay "Expenses and Late Fees First" is chosen, any payments made will first be applied to Expenses & Late Fees before payments are applied to labor.  In the example below the payment made was a total of $350.00.  $250.00 was paid to Expenses and $100.00 to late fees, which results in a zero-dollar user spilt.