Article ID: 8216

Finding Matters with Unbilled Time for Specific Working Lawyer

Take the following steps to find matters with unbilled time for a specific Working Lawyer:

  1. Click Reports and select Productivity, then Billable Time Summary by Working Lawyer... to open the Billable Time Summary by Working Lawyer window.
  2. Enter a date from when you want the report to calculate year-to-date totals in the Start of Year box.
  3. Enter the report month and year in the Month box.
  4. Click to uncheck the Totals Only box to show the matter totals for each lawyer.
  5. Select one of the following options:
    • Time - includes time entries in the report
    • Fees - includes fee entries (flat fees) in the report
    • Both - includes both time and fee entries in the report
  6. Select Output options.
  7. Click the Other tab.
  8. Click to uncheck the Billed box.
  9. Click to check the Unbilled box.
    NOTE: The Billable Time Summary by Working Lawyer checks both the Billed and Unbilled boxes by default.
  10. Enter a Working Lawyer's nickname in the Working Lawyer box.
  11. Leave all other boxes on the Common, Matter, and Other tabs at their default values.
  12. Click OK to generate the report.
  13. Locate the client and matter numbers in bold text under the Client/Matter column on the left side of the report.