Set Up Fee Allocation Reports
To produce accurate fee allocation reports, you must first set up:
Timekeeper Allocatio…
Financial Productivity
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Set Up Matter Level Fee Allocations
You can override the default timekeeper fee allocations and set up other party fee alloca… -
Billing by Matter Owner
Within CosmoLex, each matter has a Matter Owner (Responsible Lawyer) and many reports ca… -
Billing by Matter Party
This report lists fees billed for matters assigned to a specific matter party in a given da… -
Billing by Timekeeper
This report contains fees billed by timekeeper in your firm during a given date range. T… -
Billed Fee Allocation Report
The Billed Fee Allocation report details billed fees by invoice, matter and party as wel… -
Collection by Matter Owner
Within CosmoLex, each matter has a Matter Owner (Responsible Lawyer) and many reports ca… -
Collection By Matter Party
Collection by Matter Party report lists fees collected for matters assigned to a specifi… -
Collection by Timekeeper
This report contains fees collected by each timekeeper in your firm and computes the earn… -
Collected Fee Allocation Report
Within CosmoLex, you can: Assign fee allocation percentages to timekeepers and matter p… -
Financial Productivity Report
You can use this report to do the following: Evaluate the performance, profitability, an… -
Fee Recovery Report
This report calculates the percentage of all fee recovered during a given date range. It s… -
Top Clients Report
The Top Clients report ranks your clients based on fees billed or fees paid for a selected d…
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