I need to prepare a declaration of attorney’s fees for one case. Any tips or tricks to filer, then extract the necessary data and export to a spreadsheet?
-Thoughts and comments appreciated.
I need to prepare a declaration of attorney’s fees for one case. Any tips or tricks to filer, then extract the necessary data and export to a spreadsheet?
-Thoughts and comments appreciated.
I believe your best method is to generate one or more invoices in Smokeball and attach them as exhibits. You could also run a report in billing on a matter and export the entries in an excel format but you may have to clean it up and convert to table to make it useful.
You could also run a report in billing on a matter and export the entries in an excel format but you may have to clean it up and convert to table to make it useful.
A billing report export works for me. Thank you!
I found a template in the “General” forms library. “Letter to Client with Summary of Fees and Expenses”.
That generated a complete billing history and will do nicely for re-tasking as a Declaration of Attorney’s Fees.
Did it include billing staff and billing rate/units? If so then that is a revision in the last week.
Did it include billing staff and billing rate/units? If so then that is a revision in the last week.
I don’t know. I’ll go look….
...and I’ve now looked and the table did NOT include staff/rate/units so its back to the drawing board.
Thanks to a trainer I found a report in the billing module fits the bill (pun intended).
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