Skip to main content
All CollectionsDashboard & ReportsReportsInvoice Reports
Write-Offs by Responsible Attorney Report
Write-Offs by Responsible Attorney Report

Write-offs attributed to responsible attorneys to aid in calculating accurate revenue shares & identifying patterns for financial analysis.

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

The Write-Offs by Responsible Attorney report details write-offs associated with each attorney responsible for matters, offering insights essential for revenue-sharing calculations and trend analysis. This report is invaluable for evaluating financial performance and assessing individual contributions to revenue generation.

Insights Expected from the Write-Offs by Responsible Attorney Report

This report provides valuable insights for optimizing financial performance and revenue-sharing strategies:

  • Revenue Sharing Adjustments: Enables accurate revenue-sharing calculations by accounting for write-offs associated with each responsible attorney’s matters.

  • Performance Analysis: Identifies write-off trends, allowing firms to pinpoint areas where particular attorneys may need additional support or different types of matters.

  • Resource Allocation: Supports data-driven decisions by highlighting attorneys with frequent write-offs, enabling strategic adjustments to case assignments for optimized revenue.

  • Improved Financial Management: By analyzing write-offs at the attorney level, firms can develop targeted plans to reduce revenue leakage and improve profitability.

To generate the Write-Offs by Responsible Attorney report:

  1. Navigate to the Dashboard

  2. Click on Reports

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

You can refine the details by applying various filters. The report can be exported for in-depth analysis, supporting firms in refining revenue-sharing structures and minimizing write-offs.

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

Did this answer your question?