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Revenue by Originating Attorney Report
Revenue by Originating Attorney Report

Insight into the revenue by originating attorneys to assess the financial impact of the attorneys, aiding in resource allocation & planning.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over a month ago

The Revenue by Originating Attorney report details revenue contributions from attorneys responsible for originating new matters. It is a vital tool for law firms to recognize the financial value brought in by individual attorneys, supporting performance evaluations, compensation planning, and strategic staffing decisions.

Insights Expected from the Revenue by Originating Attorney Report

This report provides valuable insights to support financial analysis and decision-making:

  • Revenue by Attorney: Shows revenue generated by each originating attorney, helping firms recognize top contributors who bring in high-value clients and matters.

  • Performance and Compensation Alignment: Assists in aligning performance-based compensation structures by linking revenue directly to the attorney responsible for client origination.

  • Strategic Staffing and Resource Allocation: Enables data-driven decisions on staffing, ensuring that high-performing originating attorneys are supported by resources that maximize client engagement and case outcomes.

  • Client Acquisition and Retention Trends: Offers insights into which attorneys consistently bring in new clients, aiding in retention efforts and targeted relationship management.

To generate the Revenue by Originating Attorney report:

  1. Navigate to the Dashboard

  2. Go to the reports section.

  3. Scroll down and choose 'Revenue by Originating Attorney.'

You can refine the details by applying various filters. The report can be exported for additional analysis, enabling firms to track attorney-originated revenue and make strategic financial and staffing decisions based on reliable data.

Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.

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