May’s Billing release features exciting new features. Read on to learn more.
- Income Allocation reports have been revamped to better analyze income sources and assess firm performance.
- The Income Allocation – Summary report filters collected amounts by matter type, area of law, originating attorney, attorney responsible, timekeeper, client, and referrer.
- The Income Allocation – Details report uses the information from the Income Allocation – Summary report to show payments at the matter and invoice level.
- The new Billed Fees & Expenses – Summary report shows which areas of law, matter types, clients, timekeepers, referrers, originating attorneys, or attorneys responsible bill the most for your firm.