Overview
The Attorney Fee Petition report will list all of an attorney's time entries and fixed fees for a single matter. When exporting to PDF, there will be subtotals for each charge type and a grand total amount for all charges. Charge types are "Time Entries", "Fixed Fee", and "Expenses". The report is filtered to only display time entries and fixed fees by default, however you can choose to include costs if needed.
How To View Attorney Fee Petition Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Attorney Fees
On the Attorney Fees report page, you will be prompted to select a matter.
Select a matter from the Matter dropdown.
You will see all the time entries and fixed fee for the matter for all charge members.
You can filter by:
Client
Matter
Member
Started At for the charge date
Invoice Date
Charge Type - Default is Time Entries and Fixed Fees
Status for the charge
Billable
Show On Bill
Click "Export Reports" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.