Matter Maintenance Reports

The Matter Maintenance reporting module is a helpful tool which can be used to ensure your matters are appropriately being billed and closed so nothing slips through the cracks! 

Within this module, you will have easy access to reports which will list:

 

  • Open Matters with a 0.00 Balance

This report shows only the Open Matters with a 0.00 Balance in WIP, AR, PPD, and Trust (grouped by Matter Status and Matter Lock Flag) then by Billing Timekeeper so you can review to see if any of these matters should be closed.  It also shows the Date Opened, Date Last Billed, Date Last Fee, Date Last Expense.

 

 

 

 

 

 

  • Final Billed Matter with a 0.00 Balance

This report shows only the Final Billed Matters (Matter Status = Final Bill in Juris) with a 0.00 balance in WIP, AR, PPD, and Trust then by Billing Timekeeper so you can subsequently close these matters in Juris. 

 

 

 

 

 

 

 

  • Final Billed Matters with Trust or PPD Balance

This report shows only the Final Billed Matters (Matter Status = Final Bill in Juris) which do have a balance Trust or PPD, then by Billing Timekeeper, so you can investigate how best to disburse these funds so you can then close these matters in Juris. 

 

 

 

 

  • Open Matters with a Balance – Never Billed

This report shows only the Open Matters which do have a balance in either WIP, AR, PPD, and Trust but have never been billed before in Juris.  The report is also grouped by Matter Status and Matter Lock Flag, then by Billing Timekeeper, so you can monitor these matters to see if any were perhaps missed during the billing cycle.  It also shows the Date Opened, Date Last Billed, Date Last Fee, Date Last Expense, and the Billing Frequency.

 

 

 

 

 

 

 

  • Open Matters with a Balance – Not Billed in 120 Days

This report shows only the Open Matters which do have a balance in either WIP, AR, PPD, and Trust but have not been billed in the past 120 days.  The report is also grouped by Matter Status and Matter Lock Flag, then by Billing Timekeeper, so you can monitor these matters to see if any were perhaps missed during the billing cycle.  It also shows the Date Opened, Date Last Billed, Date Last Fee, Date Last Expense, and the Billing Frequency.

 

 

 

 

 

 

 

  • All Matters with a Balance

This report shows All Matters with a balance in either WIP, AR, PPD, and Trust.  The report is grouped by Billing Timekeeper, then by Matter Status and Matter Lock Flag, so you (or your Billing Timekeepers) can monitor the supposed “active” matters.  It also shows the Date Opened, Date Last Billed, Date Last Fee, Date Last Expense. 

 

 

 

 

 

 

 

The Matter Maintenance Reports are offered on an “As Is” basis for just $175.00. The price includes one of our representatives to WebEx in with your to link the tables to Juris, and to show you how to generate the reports.  NOTE: Any modifications to the reporting module will be billable at $190/hr.  You will also need to ensure you have a license of Microsoft Access version 2000 (or higher) installed on one of your workstations in order to run the reports.

If you are interested in purchasing this report, or hearing more about our other custom reporting options, please contact Tracee Moecker or Janelle Ruffino.