Client Profitability Report

By default, the report will not display information for matters with no AR and WIP. Selecting this option will allow the report to display information from matters that have been billed in the past but currently have no AR.

Filters the report to display information based upon whether the matter utilizes eBilling.  

All will display any matter regardless of whether it uses eBilling. Enabled filters for only matters with eBilling. Disabled filters to matters not using eBilling. 

Controls the order which matter detail tables display on the report.

• Responsible lawyer - Sorts results based on the responsible lawyers' name, alphabetically ascending. The alphabetization is based on the Contact name format field in Admin > General settings. This means the order could be determined by the first, last, or preferred name depending upon the setting. 
• Client - Sorts results based on the client's name, alphabetically ascending. Uses the Contact name format field in Admin > General settings to determine alphabetization.
• Matter type - Alphabetically sorts table order by Matter type in ascending order.
• Matter name - Alphabetically sorts table order by Matter name in ascending order
• Matter ID - Numerically sorts table order by Matter ID ascending.

On screen (HTML) 

PDF

MS Excel 

Save XLSX file to a matter 

After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button. 

Save PDF file to a matter

After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button. 

The Items column contains the row designations for the table. Each item is the category for all subsequent information in that row. 

• Billable fees - Time/fee entries with a bill behavior of 'bill' designated on the entry.
• NC/hide fees - Time/fee entries with a bill behavior of 'No Charge' or 'Hide' designated on the entry.
• Fee totals - A total of the figures in the Billable fees and NC/hide fees rows.
• Expenses - Expense entry figures that are valid for the current table. 

• Totals
  • Sums of the columns. 

The average rate of unbilled hours. 

Calculated as Unbilled value/unbilled hours

The average rate of billed hours, after taking into account adjustments, discounts and write-offs.

Calculated as (Billed value +/- adjustments - |discount|)

The percent of fees/expenses billed against unbilled fees/expenses minus any negative adjustments, discounts, and write-offs.

Specific calculation:

(Unbilled items +/- |fee adjustments| - |discount| - |write-offs|) / (Billed items + unbilled items)

The amount of billed items for which payments have been received

The percentage of billed items that have been collected.

Paid amount divided by (paid + AR)

Percentage of Paid amount against paid amount plus AR.

Paid amount / (paid amount + AR bal)

The amount that has been billed but not yet collected

The Matter Detail table displays the profitability information for a specific matter. The header above the table provides the following information:

• Table title - Matter name (matter ID)
• Client name
• Matter type
• Responsible lawyer
• Bill type - Fixed fee or hourly
• Average days to bill - days from when items for a bill are created to the point those items are billed. For instance, A fee entry created 2 days ago and billed today took 2 days to bill.
• Average days to pay - the average time it takes the bills on the matter to be fully paid. Calculated with each bill's AR date and the date of the final payment that brings the bill's Balance Due to zero.

The Firm summary table provides profitability information for all items for which the report is currently filtered. The header above the table provides the following information:

• Table title - Firm Summary
• Average days to bill - Average time it takes from when bill items are created until they are billed
• Average days to pay - The average time it takes for a bill to be paid once it is created. Calculated from the bills' AR date

The Client Summary table displays profitability information across all bills and matters associated with that client. The header above the table provides the following information:

• Table Title - Client summary - Client's name
• Average days to bill - Average time it takes from when bill items are created until they are billed
• Average days to pay - The average time it takes for a bill to be paid once it is created. Calculated from the bills' AR date

The matter type summary table provides profitability information for all matters of a specific matter type. 

The header above the table provides the following information:

• Table Title - Matter type summary - matter type name
• Average days to bill - Average time it takes from when bill items are created until they are billed
• Average days to pay - The average time it takes for a bill to be paid once it is created. Calculated from the bills' AR date

The bill type summary table provides profitability information by bill type. If multiple bill types are used in the system, a table will be created for each. The header above the table provides the following information:

• Table Title - Bill type summary - bill type (Fixed fee or hourly)
• Average days to bill - Average time it takes from when bill items are created until they are billed
• Average days to pay - The average time it takes for a bill to be paid once it is created. Calculated from the bills' AR date