Fee Earner Overview Report

How To

Location: LEAP Menu > Reports > Management > Fee Earner Overview

Purpose: A customisable overview of the selected fee earner's performance in roles such as Staff Responsible, Staff Acting, or Credit. The report provides insights into client and matter details, revenue generation, aged balances, Trust funds, Controlled Money/Trust Investments balance, and more. It includes both ranked metrics (e.g., Top Clients) and non-ranked metrics.

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Key Features:

Users can customise the report by selecting and combining sections from 18 available options. This feature provides several benefits, including:

Combining various aspects of the selected staff member's performance/activities into a single report, giving a comprehensive overview.
Allowing users to focus on the specific sections that are most relevant to their needs for targeted insights.
Adapting to different time frames, making the report useful for various reporting needs.

Report Filters:

Date Range	Displays fee earner information relevant to the specified date range. NOTE: Depending on the section, the report may show data for the entire period from 'Start Date' to 'End Date', or for a specific cutoff date ('End Date').
Staff	Consists of 3 filters: Include Inactive Staff: Provides an option to include or exclude inactive staff members in the 'Staff' drop-down list. NOTE: Inactive staff refers to staff members whose 'Current Staff Member' option is toggled off in the Staff Details window under Application Settings. Staff Type: Provides an overview of the selected staff member's fee earning performance in one of the following capacities: Staff Responsible: Assisting in evaluating the selected staff member's performance in overseeing and managing matters. Staff Acting: Assisting in evaluating the selected staff member's performance in executing matters. Credit: Assisting in evaluating the selected staff member's performance in business development and client acquisition. Staff: Allows users to select the staff member to report on from the 'Staff' drop-down list.
Display - Sections	Allows users to multiple select from a list of sections for report customisation: Overview New Clients New Matters Top Clients Top Fees Billed Top Exposure Matters by Matter Type Fees Current Financial Year vs Last Financial Year by Matter Fees Performance Summary FYTD by Matter. Fees Current Financial Year vs Last Financial Year Recorded for Staff Fees Performance Summary FYTD Recorded for Staff Budget Comparison FYTD Recorded for Staff Top Trust To Office Transfer Availability Top Aged WIP Recorded for Staff Top Aged WIP by Matter Top Aged Disbursements by Matter Top Aged Debtors by Matter Top Trust Balance NOTE: The above sections are grouped under the following categories: Matters & Clients Exposure Fees Trust to Office Transfer Aged Controlled Money
Display - Select Top	Allows users to specify the number of top items to display for ranked metrics. 5: Displays the Top 5 for ranked metrics (e.g. 'Top 5 Clients'). 10: Displays the Top 10 for ranked metrics. 15: Displays the Top 15 for ranked metrics. 20: Displays the Top 20 for ranked metrics.

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This report is not limited to the three Staff Types mentioned above (Staff Responsible, Staff Acting and Credit), as it also reports on the selected staff member's direct contributions as a fee earner, specifically in the following two sections:

Fees for the Current Financial Year vs. Last Financial Year Recorded for Staff
Fees Performance Summary FYTD Recorded for Staff

In both sections, the staff member is identified by their direct work on a matter, rather than their role as one of the three Staff Types. Their direct contribution to fee earning is reflected by their name being selected for the relevant professional fee entry.

Report Results

Overview

Overview as at ['End Date']

Purpose	Provides a snapshot of the staff member's active workload, client relationships and financial responsibilities in their role as the selected 'Staff Type', as of the specified 'End Date'.
Current Matters	The total number of Current Matters in which the staff member holds the selected 'Staff Type' Current Matters refers to any ongoing or active matters. Matters marked with a status including 'Not Proceeding', 'Complete' or 'Archived', are non-Current Matters. For a completed or archived matter, the report treats it as Current until the matter's Completion or Archived Date has passed. Therefore, if the 'End Date' is today and a matter is completed today, it will still be considered Current until tomorrow.
Current Clients	The number of client cards linked to the Current Matters.
Total Exposure (Inc Tax)	The sum of aged professional fees, aged disbursements and the outstanding debtor balance for matters in which the staff member acts in the selected 'Staff Type'.
Trust Balance (Inc Uncleared)	The total Trust balance on matters in which the staff member acts in the selected 'Staff Type'. NOTE: Trust Balance includes Trust 'Available Balance' and 'Uncleared Amount'.
Controlled Money/Trust Investment Bal.	The total Controlled Money and Trust Investment balance on matters in which the staff member acts in the selected 'Staff Type'.

Matters & Clients

New Clients: [Number] for Reporting Period [From 'Start Date' to 'End Date']

Purpose

Tracks new clients who became associated with the selected staff member during the specified period. It highlights new client relationships where the staff member was involved in the selected 'Staff Type'.

Client Name

Lists new clients added within the selected date range, associated with the selected staff members.

NOTE: A client is considered new when the client card is added, within the specified period, to a matter where the selected staff member acts in the selected 'Staff Type'.

Referrer Name

Lists the referrer on the relevant matter.

NOTE: This field is based on the card selected as the 'Referrer' under the 'Matter Details' tab of the 'Matter Details' window, accessed through the Matter Table.

New Matters [Number] for Reporting Period [From 'Start Date' to 'End Date']

Purpose	Lists new matters created during the specified period that are associated with the selected staff member in the specified 'Staff Type', providing insight into the staff member's workload and involvement in new cases during this timeframe.
Matter Number	The new matter's matter number. NOTE: A matter is considered new if its 'Instruction Date' falls within the specified period, regardless of its current status or status on the 'End Date'.
Client Name	The new matter's client(s).
Description	The new matter's description.
Staff Responsible	The 'Person Responsible' on the new matter.
Fee Estimate	Fee Estimates set in the matter's Matter Details window.

Top # Clients ['Start Date' to 'End Date']

Purpose	Lists the top # clients with the highest professional fees billed during the specified period, on matters where the selected staff member acts in the specified 'Staff Type'. This allows for an analysis of the selected staff member's impact on high-value client relationships and revenue generation within the specified 'Staff Type'.
Client Name	The client name.
No. of Matters	The client's total number of matters which contain billing activity within the specified period.
Total Fees Billed	The total amount of professional fees billed within the specified period on the matter. The amount is exclusive of tax. NOTE: This field excludes draft invoices and captures only professional fees from finalised invoices dated within the specified period. It reflects the original amount of the professional fees, not the billed amount in cases of variance. If a featured invoice is later reversed, the reversal is included only if the reversal date falls within the specified period.

Matters by Matter Type for Reporting Period ['Start Date' to 'End Date']

Purpose	Lists the matter types involved in all matters where the selected staff member acts in the specified 'Staff Type', along with their status, as of the specified 'End Date'.
Matter Type	The matter's matter type.
Current Matters	The number of Current Matters as at the specified 'At Date'. NOTE: Current Matters refers to any ongoing or active matters. Matters marked with a status including 'Not Proceeding', 'Complete' or 'Archived', are non-Current Matters.
Opened	The number of matters with an 'Instruction Date' that falls within the specified period.
Closed	The number of matters marked as closed, with a closing date (e.g., 'Completion Date') that falls within the specified period.
Not Proceeding	The number of matters marked as 'Not Proceeding', with a 'Not Proceeding Date' that falls within the specified period.

Fees

Top # Fees Billed ['Start Date' to 'End Date']

Purpose	Lists the top # amounts of professional fees billed on a single invoice during the specified period, on matters where the selected staff member acts in the specified 'Staff Type'. It offers an overview of high-value invoices associated with the selected staff member.
Matter	The matter number associated with the invoice.
Client	The client on the matter.
Description	The matter's description.
Fee	Total professional fees billed within the specified period. NOTE: This field excludes draft invoices and considers only finalised invoices dated within the specified period. The amounts reflect the billed amount rather than the original professional fee amount, and include any adjustments made. If a featured invoice is later reversed, the reversal is included only if the reversal date falls within the specified period.

Fees Current Financial Year vs Last Financial Year by Matter as at ['End Date']

Purpose	Compares the fees billed and collected in the current financial year to those in the previous financial year for each month, highlighting differences between the two periods. It captures fees billed or collected within the relevant period on matters where the selected staff member acts in the specified 'Staff Type'.
Months	Lists each month of the financial year, allowing for a year-by-year comparison of monthly data. NOTE: The current financial year is the year in which the 'End Date' falls. The inclusion of months is determined by the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General.
Fees Billed	Fees Billed: The total amount of fees that were billed during the month of the current Financial year. Last Year: The total amount of fees that were billed during the corresponding month of the last financial year. Variance: 'Fees Billed' less 'Last Year'. NOTE: The amounts only capture invoices dated within the relevant month.
Fees Collected	Fees Collected: The total amount of fees that were collected during the month of the current Financial year. Last Year: The total amount of fees that were collected during the corresponding month of the last financial year. Variance: 'Fees Collected' less 'Last Year'. NOTE: The amounts only capture receipts dated within the relevant month.

Fee Performance Summary FYTD by Matter

Purpose	Provides a fee performance summary for the financial year to date, exclusively focusing on fees recorded for matters where the selected staff member acts in the specified 'Staff Type'.
Fees Recorded	NOTE: 'Fee Recorded' metrics capture only professional fees that are dated within the specified period, based on the Transaction Date of the fee entries. Amounts excludes adjustments and tax. Chargeable: Chargeable professional fees recorded, including fees with the following statuses: Billable - Next Invoice, Billable - Later Invoice or Billed. Billable Hours: The total number of hours recorded that are considered billable, including both those that are yet to be billed and those that have already been billed as of the 'End Date'. It considers Time/Activity entries with the following status as of the 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed. Billable Fees (Outstanding at [End Date]): The total amount of professional fees that have been recorded but have not yet been billed as of the 'End Date'. Written Off: The amount of professional fees that have been recorded but later written off. It captures items with a status of 'Not Billable'. NOTE: 'Chargeable', 'Billable Hours', and 'Billable Fees' reflect fee entries based on their status as of the 'End Date', whereas 'Write Off' is determined by the current status of a fee entry. This means 'Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'.
Billings	Draft: Professional fees on draft invoices created for the month. Billed: Professional fees on finalised invoices less invoice adjustments created for the month. Adj.: Invoice adjustments made against invoiced professional fees for the month. NOTE: 'Billings' metrics capture only fees on invoices dated within the specified period, based on the Transaction Date of the invoices.
Receipts	Collected: Professional fees receipted within the selected date range. NOTE: The 'Collected' metric captures only fees paid within the specified period, based on the Transaction Date of the receipts.

Fees Current Financial Year vs Last Financial Year Recorded for [the selected Staff Member] as at ['End Date']

Purpose	Provides a year-over-year comparison of fees billed and collected for the selected staff member in the current financial year versus the previous financial year. It assesses the staff member's direct contribution, with amounts excluding adjustments and tax. This comparison offers insights into their direct fee-earning performance over time, capturing only fees billed or collected where the staff member's name was selected for the professional fee entry.
Months	Lists each month of the financial year, allowing for a year-by-year comparison of monthly data. NOTE: The current financial year is the year in which the 'End Date' falls. The report captures data of the current financial year up to the 'End Date'. What months are included depends on the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General.
Fees Billed	Fees Billed: Fees billed within the month of the selected Financial Year, based on the invoice Transaction Date. Last Year: Fees billed within the same month of the previous Financial Year, based on the invoice Transaction Date. Variance: 'Fees billed' less 'Last Year'.
Fees Collected	Fees Collected: Fees collected within the month of the selected Financial Year, based on the allocated receipt's Transaction Date. Last Year: Fees collected within the same month of the previous Financial Year, based on the allocated receipt's Transaction Date. Variance: 'Fees Collected' less 'Last Year'. NOTE: 'Fees Collected' and 'Last Year' both capture receipt allocations to fees within the relevant period on matters where the selected staff member acts in the specified 'Staff Type'.

Fee Performance Summary FYTD Recorded for [the selected staff member]

Purpose	Provides a fee performance summary for the relevant financial year to date for the selected staff member. It assesses the staff member's direct contribution, focusing exclusively on fees recorded under their name.
Fees Recorded	NOTE: 'Fee Recorded' metrics capture only professional fees that are dated within the month, based on the Transaction Date of the fee entries. Amounts exclude adjustments and tax. Chargeable: Chargeable: Chargeable professional fees recorded, including fees with the following statuses: Billable - Next Invoice, Billable - Later Invoice or Billed. Billable Hours: The total number of hours recorded that are considered billable, including both those that are yet to be billed and those that have already been billed as of the 'End Date'. It considers Time/Activity entries with the following status as of the 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed. Unbilled Fees (Outstanding at [End Date]): The total amount of professional fees that have been recorded but have not yet been billed as of the 'End Date'. Written Off: The amount of professional fees that have been recorded but later written off. It captures items with a status of 'Not Billable'. NOTE: 'Chargeable', 'Billable Hours' and 'Unbilled Fees' reflect fee entries based on their status as of the 'End Date', whereas 'Write Off' is determined by the current status of a fee entry. Therefore, 'Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'.
Billings	Draft: The total amount of professional fees on draft invoices created for the month. Billed: The total amount of professional fees on finalised invoices less invoice adjustments created for the month. Adj.: Invoice adjustments made against invoiced professional fees for the month. NOTE: 'Billings' metrics capture only fees on invoices dated within the specified period, based on the Transaction Date of the invoices.
Receipts	Collected: The total amount of professional fees receipted within the month. NOTE: The 'Collected' metric captures only fees paid within the month, indicated by the Transaction Date of the receipts falling within the period.

Budget Comparison FYTD Recorded for [the selected Staff member]

Purpose	Compares the staff member's recorded billable hours and billed fees against the respective budgets set for the relevant financial year to date. It assesses the staff member's budet completion performance, focusing exclusively on fees recorded under their name in the professional fee window.
Months	Lists each month of the relevant financial year. NOTE: The relevant financial year is the year in which the 'End Date' falls. What months are included depends on the 'Financial Year Start Date' setting under Menu > Settings > Application Settings > Accounting > General.
Billable Hours	Displays all billable hours for the month, capturing Time/Activity entries dated within the month. Billable Hours: Billable hours recorded for the staff member within the the month of the relevant Financial Year. Budget: The billable hours budget set against the staff member for the same period. Variance: 'Billable Hours' less 'Budget'. NOTE: Billeable Hours include hours recorded on Time/Activity entries which have any of the following status as of the 'End Date': Billable - Next Invoice. Billable - Later Invoice. Billed.
Billable Amount	Based on invoice date displays all fees collected for the month. Billable Amount: Chargeable professional fees created within the selected date range. Budget: The staff members chargeable amount budget for the month. Variance: 'Billable Amount' less 'Budget'. NOTE: 'Billable Amount' includes professional fees that have any of the following status as of the 'End Date': Billable - Next Invoice. Billable - Later Invoice. Billed.

Trust to Office Transfer

Top # Trust to Office Transfer Availability as at ['End Date']

Purpose	Lists the top # matters with the highest available Trust funds for a Trust to Office transfer as of the 'End Date', focusing solely on matters where the selected staff member acts in the specified 'Staff Type'.
Matter	The matter's number.
Client	The matter's client.
Disb Bal.	The matter's aged disbursement balance as of the specified 'End Date'. The amount is inclusive of tax.
WIP Bal.	The matter's aged WIP balance as of the specified 'End Date'. The amount is inclusive of tax.
Debtors Bal	The matter's Debtor's Balance as at 'End Date'. The amount is inclusive of tax.
Trust Bal.	The matter's Trust balance as at the specified 'End Date', which equals the 'Trust Available Balance' plus the 'Uncleared Trust balance' as at the Specified 'End Date'.
Total funds Recoverable	The amount that can be potentially recovered from Trust funds. It is calculated as follows: If the Trust balance is less than the sum of the aged Disbursements Balance, WIP Balance and Debtor Balance, then the total funds recoverable is equal to the Trust balance. Otherwise, it is the sum of the three aged balances (Disbursements Balance, WIP Balance and Debtor Balance).

Aged

Top # Aged WIP Recorded for [the selected Staff Member] as at ['End Date']

Purpose	Displays the top # matters with the highest aged WIP balance as at 'End Date' for the staff member, focusing solely on aged WIP entries recorded for the selected staff member (i.e., the staff member's name is selected for the professional fee entry).
Matter	The matter's number.
Client	The matter's client.
Total	Total aged WIP (unbilled professional fees) balance as of the 'End Date', including professional fees with the status of 'Billable - Next Invoice' or 'Billable - Later Invoice'. The amount is exclusive of tax.
Ageing	Ageing period of the WIP. The amount is exclusive of tax.

Top # Aged WIP Summary by Matter as at ['End Date']

Purpose	Displays the top # matters with the highest aged WIP balance as at 'End Date', focusing solely on aged WIP entries recorded on matters where the selected staff member acts in the specified 'Staff Type'.
Matter	The matter's number.
Client	The matter's client.
Total	Total aged WIP (unbilled professional fees) balance as of the 'End Date', including professional fees with the status of 'Billable - Next Invoice' or 'Billable - Later Invoice'. The amount is exclusive of tax.
Ageing	Ageing period of the WIP. The amount is exclusive of tax.

Top # Aged Disbursements Summary by Matter as at ['End Date']

Purpose	Displays the top # matters with the highest aged disbursements balance as at 'End Date', focusing solely on aged WIP entries recorded on matters where the selected staff member acts in the specified 'Staff Type'.
Matter	The matter's number.
Client	The matter's client.
Total	Total aged disbursements (unbilled professional fees) balance as of the 'End Date', including disbursements items with the status of 'Billable - Next Invoice' or 'Billable - Later Invoice'. The amount is exclusive of tax.
Ageing	Ageing period of the disbursements. The amount is exclusive of tax.

Top # Aged Debtors by Matter as at ['End Date']

Purpose	Displays the ageing for Debtors as at 'End Date' for matters where the selected staff member acts in the specified 'Staff Type'.
Matter	Matter number.
Client	The matter's client.
Total	Total aged debtors balance on the mater as at the selected 'End Date'.
Inv Total	The total invoice balance on the matter.
Credit	Total credit balances on the matter as at the selected 'End Date'.
Ageing	Ageing period of the Debtors.

Controlled Money

Top # Controlled Money/Trust Investments Balance Calculated by Entry Date

Purpose	Displays the top # Controlled Money/Trust Investments accounts with the highest balances as at 'End Date', for matters where the selected staff member acts in the specified 'Staff Type'.
Matter	The matter's matter number.
Client	The matter's client.
Institution Name	The name of the financial institution where the account is held.
Account Number	The Account Number of the Controlled Money/Trust Investments Account.
Balance	The Balance of the account as at 'End Date'.

Compare

Under the Comparison tab, all report sections are displayed on the same page.

Last Modified Date

14/07/2025 3:45 pm

Title

Fee Earner Overview Report

URL Name

Fee-Earner-Overview-Report-AU

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