Billing Question

I am an attorney and I love Timeslips and its versatility.  For certain cases I need to generate and submit a summary of my hours for the court to approve my fee application on a case.  Timeslips is great for creating such a report, however, I would like to delete the actual charges next to the report.  I have been redacting the PDF but figure there has to be a way to simply not have that show up on the statement.  I have attached a PDF indicating what I do not want.

Also, and this would be even better - I would love to be able to print a summary of my time and my paralegal's time expended - something at the bottom such as this:

Total attorney time: 5.5 hours; Total paralegal time: 8.4 hours.

I have tried many times to figure out either or both of these problems with no luck.

If anyone knows and can help, I would be very appreciative.

JHSStatement.pdf

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  • 0

    Not sure if you are referring to a bill or to a history bill. However on either one you can setup a layout that doesn't show the charges. It is simply a matter of removing that field from the layout. Not sure what version you are using and giving instructions on editing a bill layout can be a bit tricky. A consultant can help you with this fairly quickly. Remember that if you make a change it applies to all clients using that layout so you might want to make a copy of the layout before you start, make the change and assign the new layout to the client that needs it. This applies to both bill layouts and history bill layout.

    You can add a timekeeper summary to the bill layout to show something close to what you are looking for in terms of summary.

  • 0 in reply to Caren2

    Thank you.  I am using TS 2014.  I have created a separate template/layout just for these types of bills (I don't know what a history bill is - I never seem to need them) and have been pretty successful in customizing it nicely to what I need but I have tried and tried and tried to remove that field and it seems to not be removable.  The field itself does not show up in any section of the bill to even remove.  It's just there no matter what I do.  Do you know or can you tell from the PDF what section it appears in?

    I will try to add the timekeeper summary field.  

  • 0 in reply to JHSesq

    Thanks.  If history bill is just a type of layout, I have already many that I have customized so I don't think I need the history bill layout.  Hopefully the field can be added to one of my existing layouts.

  • 0 in reply to JHSesq

    I found out how to put add a "summary by attorney" but then it doesn't itemize the slips - it just shows the total.  These seem to be exclusive options.  

  • 0 in reply to JHSesq

    You don't want to summarize by attorney. Do regular bill but there is a section you can add called a Timekeeper Summary table.

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