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. ...
What Reports Does CARET Legal Offer?
Are you looking to run reports based on the information you have entered into CARET Legal? If you go to the Accounting section you will notice the tab labeled Reports. They are broken down into the following sections: Client Reports AR Aging Summary ...
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 ...
How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want ...
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