The Client-Matter Annual Summary reports activity on a month by month basis for hours entered, hours billed or fees collected by Client-Matter. You can choose to include the Previous Year values and to report based on hours or dollars (dollars only for collected values). Various sort orders and options are available. Fees collected is the sum of PMT, RAP and TAP transactions. This report does not include unreleased or incomplete time. The only sample included for this report is run using “Value Type” Actual Excluding Non-Billable. For an idea of what the other Value Types provide, see the samples included with the Timekeeper Annual Summary under the Staff Productivity Reports section.
SORT ORDERS
Client Name
Client-Matter Number
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Type of Law
Location
Department
Working Attorney
Timekeeper Level
OPTIONS
One or All of Sort Order Type
Current Year Only or Include Previous Year
First And Last Month and Year
Report Hours or Dollars
Value Type
Actual Including Non-Billable
Actual Excluding Non-Billable
Billable Value
Billed – Based on Invoice Date
Non-Billable Only
Collected Value
Billed – Based on Work Date
No Detail, Client Detail or Client-Matter Detail
Various Summary Options
Various Filter Options
Client-Matter
Responsible Attorney
Managing Attorney
Type of Law
Location
Department
Working Attorney
BALANCING WITH OTHER REPORTS
The Client-Matter Annual Summary, when run for the same date range, can be balanced to various reports depending on the Value Type chosen when the report is run.
Value Type = Actual Including Non-Billable will balance to
Fee Listing – Total Hours and Total Dollars
Timekeeper History – Hours Entered and Value Entered
Summary of Hours Worked – Total Hours and Total Amount
Daily Time Summary – Total Hours
Timekeeper Productivity – Total Hours Reported
Timekeeper Annual Summary – Total Hours and Total Dollars
Value Type = Actual Excluding Non-Billable will balance to
Timekeeper History – Hours Entered and Value Entered
Summary of Hours Worked – Total Billable Hours and Total Billable Amount
Daily Time Summary – Total Hours
Timekeeper Productivity – Billable Time Value and Billable Hours Reported
Timekeeper Annual Summary – Total Hours and Total Dollars
Value Type = Billable Value will balance to
Timekeeper Annual Summary – Total Hours and Total Dollars
Value Type = Billed – Based on Invoice Date Value will balance to
Timekeeper Annual Summary – Total Hours and Total Dollars
Timekeeper History – Hours Billed and Value Billed
Timekeeper Productivity – Hours Billed and Fees Billed
Billing Realization – Billed Hours and Billed Amount
Value Type = Non-Billable Only will balance to
Summary of Hours Worked – Non-Bill Hours
Daily Time Summary – Total Hours
Timekeeper Productivity – Non-Billable Time Value and Non-Billable Hours Reported
Timekeeper Annual Summary – Total Hours and Total Dollars
Value Type = Collected will balance to
Timekeeper Annual Summary – Total Dollars
Value Type = Billed – Based on Work Date Value will balance to
Timekeeper Annual Summary – Total Hours and Total Dollars
Summary of Hours Worked – Billed Hours and Billed Amount