How Do I Use Advanced Originations?
When creating a new Matter (or within Matter Options) select "Advanced Origination Options". This will allow you to set the split percentages and payout percentages for both Originating and Responsible Attorneys.
The payout column is used for firms who pay their attorneys based on the percentage collected for matters where they are listed as an Originating or Responsible attorney. For example, if Attorney A is to receive 10% of the total collected based on their 50% origination, the payout should be set to the percentage in which they are to receive (in this case, 10%).
Please note that if you are using Advanced Origination Options, then you will only need to use the Split Compensation Report. You do not need to use the Originating Attorney report unless all matters have only one responsible and one originator.
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
How Do I Calculate Compensation in Zola Suite?
Overview Law Firms compensate their attorneys and staff based on a wide range of criteria including origination, management of cases and work performed. Zola Suite provides a number of reporting tools to enable firms to generate compensation data. ...
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
What Reports Does Zola Suite Offer?
Are you looking to run reports based on the information you have entered into Zola Suite? If you go to the Accounting section you will notice that Zola Suite offers 4 different sections of reporting: Client Reports AR Aging Summary - The total amount ...
Experiencing degraded performance in Zola Suite?