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Write-Offs by Originating Timekeeper Report

Summary of invoice write-offs attributed to originating timekeepers, offering insights into revenue adjustments for fair revenue sharing.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated yesterday

The Write-Offs by Originating Timekeeper report provides a concise view of write-offs linked to the originating timekeepers responsible for client engagements. This report is valuable for tracking revenue adjustments associated with each timekeeper and supports effective financial oversight and strategic decision-making.

Insights Expected from the Write-Offs by Originating Timekeeper Report

This report offers essential insights to help law firms refine revenue-sharing practices and timekeeper performance assessments:

  • Write-Off Trends by Timekeeper: Identifies which originating timekeepers have higher write-offs associated with their matters, helping firms address potential billing or client-related issues.

  • Revenue Impact Analysis: Shows how write-offs affect each timekeeper’s revenue contributions, helping to assess the impact of these adjustments on overall firm profitability.

  • Compensation and Revenue Sharing: Provides accurate data on write-offs to inform equitable revenue-sharing structures and ensure compensation reflects the financial reality.

  • Timekeeper Performance Insights: Assists in evaluating originating Timekeepers' effectiveness in client selection and management, supporting performance reviews and training needs.

  • Strategic Client and Engagement Decisions: Helps determine if certain clients or types of matters are associated with higher write-offs, providing data for client engagement strategies.

To generate the Write-Offs by Originating Timekeeper report:

  1. Navigate to the Dashboard.

  2. Click on Reports.

  3. Scroll to the Invoices section and choose Write-Offs by Originating Attorney.

You can refine the details by applying various filters. The report can be exported for additional analysis, enabling firms to manage revenue-sharing structures and improve timekeeper-client financial strategies.

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

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