How Do I Use Advanced Originations?

How Do I Use Advanced Originations?

Does your firm have more than one Responsible Attorney per Matter, or you wish to split Originations between multiple attorneys? If so, Zola Suite Offers the ability to calculate advanced origination rates and percentages within any given Matter. This feature can be utilized when creating a new Matter or within the Matter Options tab.

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%).

In order to see the details of the split and payout percentages, you can use the  Split Compensation Report.

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. 

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