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How does the Partner Distribution report work?

The Partner Distribution Report offers detailed insights and calculations on invoiced revenue versus incurred expenses per matter owner, enabling transparent tracking of KPIs and partner profit distribution allocations.

This report is only available to users on the Enterprise billing plan for Solicitors.  

The Partner Distribution Report is designed to give law firms full visibility over the performance of matter owners (typically partners or principals) by comparing revenue generated against expenses incurred. This helps support transparent bonus calculations, KPI tracking, and strategic financial planning at the partner level.

Why Use This Report?

  • For Financial Transparency: Identify which Matter Owners or matters generate high margins vs. those that run at a loss.

  • For Distribution Calculations: Use the Margin column as the basis for revenue contribution per partner.

It can be run with both itemised data (each entry in a matter) and aggregated totals and can be run for any time period.

The report has been split in such a way where each partner can run the report but obtain data only for themselves, or the finance team / managing partners can run the report to show profitability across all partners within the firm.

SCREENSHOT OF OPTIONS

Prior to generating the report you are able to customise the way the information is presented to you via the following options:

SCREENSHOT OF REPORT WINDOW

EXPLANATION OF OPTIONS

The fields & values in the report are explained as follows:

  • Matter - The report will be grouped by matter overall with a further breakdown by owner & fee earner. The report will display the matter number, matter description and client.

  • Hours - The total billable units recorded for each matter as a whole. Regardless of whether the fee earner bills in units, hours, minutes etc SILQ will convert them to hours in order to be in line with the employee cost which is calculated as an hourly rate.

  • Write Off/Disc. - The amount of professional fees written off, discounted or uplifted (excluding GST). All write off's and discounts will be grouped together and added to this field as a summary total. Further down in the report you will see the individual write off's, uplifts and/or discounts displayed in the following colours:

     

    Write Off's - Orange

    Uplifts - Blue

    Discounts - Red

    Please note

  • Amount Ex. - The total amount invoiced to the client, excluding GST for that particular matter.

  • Emp. Cost - The internal cost incurred by the firm for the staff member doing the work. This is calculated using their staff costing.

  • Margin - The net profit as a total for the matter, calculated as: Amount Ex. - Emp. Cost.

In the Write off/Disc, if the number is positive there was a discount/write off. If it is negative, it is an uplift. Additionally, the description of the discount(in red) / uplift (in red) will indicate what invoice it was on.

Whilst the above items are summary fields for the matter, if you have the show detail checkbox ticked, you will also see the below fields specific to each time entry within the matter.

  • Matter Owner - This row will only be shown once per matter owner, signalling all matters underneath this belong to that MO.

  • Fee Earner - The person who performed the work. All entries under this header belong to the same staff member. The matter owner will also be classified as a fee earner assuming they entered time entries for that matter.

  • [Date] [Units] - Description - Each time entry shows:

    • The date the work was done

    • The number of units or hours logged

    • A narrative description of the work performed

  • $[Amount Ex.] $[Emp. Cost] $[Margin] - These appear in-line with each time entry, showing what was billed, the internal cost, and the resulting margin, specific to that entry.

  • Total for [Fee Earner] - A subtotal that summarises the Amount Ex., Emp. Cost, and Margin for all entries by that person within the matter.

Once all matters where that Partner is Matter Owner are listed, you will find the below fields:

This report does not take into consideration Disbursements, Searches or Sundries.

  • Total for [Matter Owner] - A total summarising the performance across all matters for that specific matter owner.

  • Total Work - If you are using the Single report, these number should be identical to the above field. If you have multiple Matter Owners within this report, this row will give you the sum for all matters across all Matter Owners.