What is an Originating Attorney Report?
The Originating Attorney Report
will tell you the realized and unrealized revenue from Matters within a selected date range, grouped by the Originating Attorney.
You are able to filter by date, client, Matter, practice area, and originating attorney.
This report can be used for seeing exactly how much revenue is being brought into the firm by each attorney.
The Date filter will show you the amounts billed and collected within that date Range.
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 Can I See What Fee's Were Collected?
You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User. To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation ...
What Is the Billed and Collected Report?
The Billed and Collected Report provides an overview of billed totals and collected totals for fees by invoice date and collection date respectively. This report can be generated by the User, Practice Area and Location. Filters: Filter By: The date ...
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. ...
What is the AR Aging Summary Used For?
The AR Aging Summary provides a total amount of unpaid invoices grouped by client, matter, and various levels of delinquency. This report can be filtered by client, matter, responsible, originating or billing attorney, matter status, and ...
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