Collected Fee Allocation Report

Using the Collected Fee Allocation Report you can:

Assign fee allocation percentages to timekeepers and matter parties at the firm level
Override fee allocation percentages at the matter level

The Collected Fee Allocation Report displays the fees billed and collected within the designated time frame while applying the percentage allocated to each individual.

Important: If you have not specified a matter owner’s fee allocation at the firm level, then you must set up matter-level fee allocations to ensure accurate reporting.

To access the report, go to Reports > Financial Productivity > Collected Fee Allocation

Report Filters

Matter Owner: Choose all matter owners or a specific matter owner.
Timekeeper: Choose all timekeepers or a specific timekeeper.
Sort Invoice By: Choose invoice number or role.
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year. You can also customize the date range to be covered in the report.
From the Print as field atop the screen, click PDF or Excel as desired.

Options

- Include Contingent/Fixed Fee Matters: When checked, the report includes Contingent/Fixed Fees based on each timekeeper’s portion of the non-billable timecard value associated with the invoice.

Important: If you don’t want Contingent/Fixed fees to appear on the report, you must uncheck this option. You may override the proportional fee calculation by selecting one or more of the following:

- Limit billed amounts to the value of the non-billable timecards: When checked, the timekeeper’s billed fees cannot exceed the total value of the timekeeper’s non-billable timecards associated with the invoice.
- Limit collected amounts to the value of the non-billable timecards: When checked, the timekeeper’s collected fees cannot exceed the total value of the timekeeper’s non-billable timecards associated with the invoice.

Caution: You must also enter non-billable timecards on the matter for each timekeeper entitled to a share of the fixed/contingent fee prior to generating the invoice. The system does not include timekeeper billed/collected amounts for matters with no non-billable timecards entered.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Sample Report

Report Calculations

The system analyzes all invoice payments applied within your selected date range, regardless of the invoice date.
Operating retainer payments are not considered invoice payments and will not be included in this report.
If an invoice is discounted, it is allocated in proportion to each person’s contribution/role. To allocate a discount only to a particular timekeeper, enter a flat rate timecard with a negative amount for that timekeeper and include it in the invoice prior to applying a payment. This will reduce the invoice total and the compensation only for the selected timekeeper.

Report Terminology

Billed Fee	The fee portion of the invoice If the party is a Timekeeper, it is the total billed fee for this particular Timekeeper. If the party is any other role, such as an Originating Attorney, a Responsible Attorney, etc., then the Billed Fee is the invoice’s total billed fee.
Collected Fee	When Invoice payments are applied, liabilities and costs are paid first. The fee is considered the last item to be paid on the invoice. The collected Fee represents the fees collected within the specified date range. If the party is the Timekeeper, then it is the collected fee allocated to the Timekeeper’s Billed Fee portion. If the party is in any other role, such as an Originating Attorney, a Responsible Attorney, etc., then the collected fee is the invoice’s total collected fee.
Allocation %	These values are derived from the user-entered settings detailed above.
Allocated Fee	The allocated amount based on the collections and allocation %

UpdatedMay 3, 2024

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