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Collection by Matter Owner Report

Introduction

The Collection Report contains fees collected by matter owners in your firm.

Purpose of the report

Most multi-lawyer firms have partners who basically manages their group/departments billings and payments as if they were an independent business units. Within CosmoLex, each matter has a Matter Owner and many reports can be separated out by Matter Owners. Collection by Matter Owner is an extremely important report which computers earned fee for Matter Owners in a given date range. This report can be used for a variety of needs: Productivity measurement; facilitates apportion fee allocation to matter owners by work/collection activities. This report also provides summary totals for each Matter Owner as well as each Timekeeper.

For calculation related notes, please see details listed in the Collection by Timekeeper section as concept is identical.

To Access Report

Go to Reports > Financial Productivity > Collection by Matter Owner

Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year

To preview the report, click view.

To download the report, choose the ‘print as’ format (PDF or Excel) and click Download

Updated on May 28, 2019

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