The WIP Fees card shows the value of unbilled work (including any time that has been added to your draft invoices) as at the selected point in time.
The amount listed in this card combines Fees Unbilled + Fees Unbilled (Draft Invoices) and reflects the balance on the last date of the selected filter. For example, if your date range is set to Month to Date and the current date is 31 July 2026, the value reflects July 31, 2026. If you select Last Month, the value reflects June 28, 2026.
Clicking this card displays the WIP Fees Report, which shows each matter on its own row in the table. You can filter the information in the report based on the "As at" date (which applies to amounts and totals).
WIP Fees Report Details
The report includes the following information:
- Matter ID: Shows the matter ID.
- Matter Name: Shows the name of the matter.
- Client Name: Shows the name or names of the client. This is the primary participant.
- Matter Type: Shows the matter type.
- Assigned Lawyer: Shows the name of the person who is responsible for the overall outcome of the case. (See Understanding the 'Responsible Lawyer' Role in Actionstep Billing to learn more.)
- Matter Status: Shows the status of the matter: active, inactive, or closed.
- WIP Fees: Shows all the fees that are unbilled (excluding disbursements and tax).
- Draft WIP: Shows all fees that are included on draft invoices (excluding disbursements and tax).
- Total WIP: Shows the total amount of WIP fees.
Note: Current open and closed invoices are treated as draft for a given as-at date if the as-at date is on or after the created date and before the invoice date
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