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QUESTION: I am trying to run reports that would tell me the following information but I am unsure which ones I need to run to achieve it.
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The amount of revenue the Lawyer A made as a working member on his own files only.
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The amount of revenue generated by Lawyer A as a working member on other’s files.
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The amount of revenue generated by others working on Lawyer A’s files.
Can you suggest which reports I should use to achieve these results?
RESPONSE: The “Work Delegated-to or Received from” report executed from the “Reports – productivity” sub-menu with the “Print Only Final Fee and Cash Allocation” checkbox option on the “Preselect” tab enabled, executed for by role selected and delegated to the working member, will provide the fee billed earned by lawyer A as working member as well as the fee billed earned by others on matters where he is the matter responsible. The same report with the same options selected, executed by working member and delegated by the role selected on the delegated sub-tab, will provide the fee billed earned by lawyer A on the matters where others are matter responsible.