Sunday, February 27, 2011

Client Summary Reports

Continuing with the various reports available in PCLaw, we will now consider Client Summary Reports.

But default, these reports condense a lot of information in one spot. The client, each matter, the responsible lawyer, when the matter was opened, the last entry date, unbilled and billed hours, fees and disbursements, general retainers, taxes, last date billed, any accounts receivable owing, and trust activity. The report does not provide details – you will have to review the client ledger for this – but it does provide an excellent overview of all of the client matters.

I find this report particularly useful for the features found on the “Other” tab.
Selecting “Include only Matters with” - “Retainer Balances” quickly lists any matters with general retainers. Transfer these amounts to Trust – both in PCLaw and your bank accounts. 

Selecting “Include Matters with” - “Zero Balances”, quickly provides you with a list of matters that could be archived.  Review the list carefully, as some matters may only be awaiting client instructions. But archiving the rest of these matters will reduce the time needed to generate and print your other reports.

As always, I invite your comments and suggestions for future post topics. Next week – Goods and Services Tax (HST) Report.