How does the Fee Earner Summary Report work?

The Owner Summary, Primary Fee Earner Summary, Current Fee Earner Summary are essentially all the same reports as the Fee Earner Summary report. All these reports are available so you can quickly find the information you are after related to either the Matter Owner or a specific Fee earner.

These reports summarise work done by Fee Earner both by time and dollars.

When you select to run a Fee Earners report from the Reports menu the following filter options are available:

Date Range List: Allows you to select the period you want the report to display

Date Range: Allows you to select the date range you want the report to display with the From Date and To Date.

Fee Earner: You can select ‘All’ Fee Earners to display on the report or individual Fee Earners from the drop down menu.

Grouping Field: Allows you to display a Fee earner Summary report categorised under a particular group. So for example choosing Industry will allow to you see the most common industries your matters relate to.

Date Period: You can choose to see the disbursements in different date periods using the drop down.

Referring to the screen shot below, as an example All fee earners will be selected and Date will be selected from the Grouping field.

The report that is generated will show each Fee earner and summarises the work done by the Fee Earner both by time and dollars.

More content coming soon. In the meantime, for any questions, please call the support desk.

Here are some common questions about the Fee Earner Summary Report:

How to work out commissions/bonuses paid to Fee Earners based on Invoices Paid

Why does my Fee Earner report not match the General Ledger Detail - Income Accounts?