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.
This product is currently in early access.
To access the Fee Earner dashboard:
- In Practice Management, go to Insights > Dashboards & Reports. The Business Intelligence page appears.
- Select Fee Earner from the list of options on the left side of the page. The Fee Earner dashboard is displayed.
The Aged WIP chart on the Fee Earner dashboard shows your work in progress that has not yet been billed. It displays the data by age brackets (Current, 31-60 days, 61-90 days, 90+ days).
Clicking this card displays the WIP Fees Report, which you can filter according to aged buckets (31-60 days, 61-90 days, etc.).
WIP Fees Report Details
This 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.
- 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.
- Aging Bucket: Shows age bracket for the WIP (e.g., Current, 31-60 days, 61-90 days, 90+ days).
- 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 full WIP amount.
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