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Collected Fees: 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 Collected Fees card on the Fee Earner dashboard shows the payments received in that same period, helping you understand cash inflows. Specifically, it displays the total value of payments received against invoiced fees during the selected period, but excludes taxes, disbursements, credits, and write-offs.

This amount is dynamically updated based on the selected filter. For example, selecting Last Month will show all fee payments received during that month.

Clicking this card displays the Collected Fees Report, which shows each invoice payment on its own row. You can filter the data based on date range. Write-offs and credits are not included in the list. 

 

Collected Fees Report Details

This report includes the following information:

  • Invoice No: Shows invoice number.
  • Invoice Date: Shows the date of the invoice.
  • Payment Date: Shows the date the payment was made. You can review this information by going to Billing > Payments and reviewing the Date column.
  • 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.)
  • Matter Status: Shows the status of the matter: active, inactive, or closed.
  • Payment Method: Shows the payment method and payment reference. You can review this information by going to Billing > Payments and reviewing the Method/Ref column.
  • Collected Fees: Shows the portion of the payment that is allocated to fees only (which excludes disbursements and tax). You can review this information by clicking the edit icon on the Create Payment window and then reviewing the amounts in the Amount and Split % columns.

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