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 Invoiced Fees card on the Fee Earner dashboard highlights the total invoices raised during the selected period (excluding taxes and disbursements), giving insight into your billing activity.
This amount is dynamically updated based on the chosen date range. For example, selecting Last Month will show the total fees invoiced during that month.
Clicking this card displays the Invoiced Fees Report, which shows each invoice on its own row. You can filter the data based on date range. Draft and deleted invoices are not listed.
Invoiced Fees Report Details
The report includes the following information:
- Invoice No: Shows invoice number.
- Prepared By: Shows the name of the internal staff member who created the invoice.
- Matter ID: Shows the matter ID.
- Matter Name: Shows the name of the matter.
- Client: Shows the name or names of the clients associated with the matter.
- 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.)
- Invoice Date Day: Shows the date of the invoice.
- Invoiced Fees: Shows the amount of the fees that have been invoiced (excluding disbursements and tax). You can review this amount by going to Billing > Mass Billing and clicking Bill Production. Then review the Fees column.
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