Reports that Reconcile to the Matters Opened Summary
The Matters Opened Summary reconciles to several other PCLaw reports. The first column of the following table lists figures on the Matters Opened Summary. The second column provides the report where you can find a number to reconcile to the figure in the first column, and the third column provides the figure that reconciles to the Matters Opened Summary. The last column includes any special conditions that apply to the numbers you reconcile from the first and third columns. Always run both reports with identical dates and parameters.
Figure on the Matters Opened Summary
Report that Reconciles to the Matters Opened Summary
Matching Figure on Report
Conditions Necessary to Reconcile Figures
Introducing
Lawyer WIP, Billing, & Collection Summary
Matters > Introd
reconciles for lawyer and firm for calendar month only
Responsible
Lawyer WIP, Billing, & Collection Summary
Matters > Opened
reconciles for lawyer and firm for calendar month only
Monthly > Responsible Lawyer
List of Clients
Firm Summary > Total Matters
run the List of Clients for an individual responsible lawyer for a single month, or for full calendar months and compile the monthly Firm Totals on the Matters Opened Summary
Monthly > Firm Total Lawyer > Total
List of Clients
Firm Summary > Total Matters
run the List of Clients for a single month, or for full calendar months and compile the monthly Firm Totals on the Matters Opened Summary