Origination report for the Online Legal Pro B4T Plan
We are a law firm using the online version, Legal Pro Plan. We need to run monthly fee origination reports on the following data:
1) date range;
2) account manager;
4) amount collected in legal fees exclusive of expenses
The closest canned report is “Collections”. While it does all of the above, it still includes amounts collected for expenses. This clutters the report with unnecessary data, opening the door for user/reader error.
Evidently, to have a origination report which filters out expenses, we need to buy the “Enterprise” version of B4T, which costs $40/month/user more than the online Legal Pro version which is far too high a cost for such a basic functionality. Given that most law firms need to have the facility to create origination reports, I propose B4T allow the online Legal Pro version to permit the creation of bonafide, professional legal fee original reports.
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