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Top Matters: Fee Earner Dashboard

The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.

This product is currently in early access.

 

To access the Fee Earner dashboard:

  1. In Practice Management, go to Insights > Dashboards & Reports. The Business Intelligence page appears.
  2. Select Fee Earner from the list of options on the left side of the page. The Fee Earner dashboard is displayed. 

 

The Top Matters table on the Fee Earner dashboard highlights the top 10 matters generating the highest levels of collected revenue within the selected period. It allows you to quickly identify which matters are contributing most to your cashflow and financial performance.

Clicking this card displays the Top Matters Report, which shows each matter on an individual row. Draft and deleted invoices are not included, nor are write-offs or credits. This report only filters Total Billed & Collected columns. Total Draft WIP still reflects WIP on draft invoices. 

 

Top Matters Report Details

You can find the following information in the report:

  • Matter ID: Shows the matter ID.
  • Matter Name: Shows the name of the matter.
  • Client: Shows the name or names of the clients (or primary participants) associated with the matter.
  • Matter Type: Shows the matter type.
  • Responsible 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.)
  • Fee Earner: Shows the name or names of the fee earners.
  • Matter Status: Shows the status of the matter: active, inactive, or closed.
  • Total WIP (Fees): Shows the total amount of work in progress (fees only).
  • Total Draft WIP: Shows the total amount of the WIP (draft invoice - fees only).
  • Total Billed (Fees): Shows the total amount billed (fees only).
  • Total Collected (Fees): Shows the total amount of collected (fees only). You can review this allocation by viewing the Receipt Fee Allocation window (which you can find by going to Create > Client Receipt and clicking the edit icon next to a specific invoice).

Updated