Note: Revenue allocation reports are only available in LeanLaw Pro.
Among the many useful ways you can configure your firm's settings, the Reports Settings page lets you set firm-wide allocation settings, origination shares for your attorneys, and establish a firm share.
This article focuses on configuring your firm's report settings; for more information about using revenue reports, click here.
How to view your Reports Settings
1. Click Settings
In the upper right corner of LeanLaw, click the gear shaped icon ⚙️. This will take you to your firm's Settings page.
2. Click Reports
In your firm's Settings, under the Firm Setup heading on the left hand side, click the word Reports to open the Reports Settings. You should now see your firm's Reports Settings.
In the table below, we provide more details about Reports Settings and explanations of how they can customize your firm's revenue allocation.
Enable Adjustments for Time Entries
Adjustments, or write-downs, are reductions made to recorded billable hours. If enabled, this setting will add a section to relevant reports for write-down values. If disabled, hours will still be billed and reported at write-down values, but you won't see how many hours were adjusted.
Originating Attorney Share
In matters where you have an originating attorney, this value determines the share of revenue which those attorneys receive from those matters. This is a firm-wide setting, but it be changed at the matter level as well.
This value allows you to assign a percentage of incoming revenue to the firm to cover firm overhead.
Allocate all services to responsible attorney
If enabled, all unallocated fixed fees and hours will automatically be allocated to the responsible attorney of a matter. If disabled, all hours and fixed fees hours will remain unallocated.
Allocate unallocated fixed fees to responsible attorney
If enabled, only unallocated fixed fees will automatically be assigned to the responsible attorney of a matter. If disabled, all unallocated fixed fees will remain unallocated.
hidden if Allocate all services to responsible attorney is enabled.
If enabled, all unallocated expenses will be automatically allocated to the attorney responsible for the matter. If disabled, expenses will be remain unassigned.
Allocate credits as revenue
If enabled, credits added during invoice creation will be calculated as revenue in your firm's reports. If disabled, credits added during invoice creation will not count as revenue for your firm.
Revenue Allocation for Users
This dropdown allows you to change whether users is set up for self allocation or responsible allocation.
Responsible: When a user has responsible allocation enabled, all revenue for their time entries will be assigned to the responsible attorney.
Self: When a user has self allocation enabled, all revenue for their time entries will be assigned to them, regardless of the responsible attorney.
dropdown: click Show to reveal users' settings.