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Anonymous

Determining attorney billing rates no longer in use

Posted By Anonymous

I am fairly new in my role as billing assistant and now find that my predecessor(s) apparently never eliminated attorney billing rates that are no longer in use.  As such, each attorney has multiple billing rates (as many as 20 different rates in the rate table), at least half of which I suspect are not being used. 

In trying to determine which attorney rates are no longer in use, I'm not finding a way to approach the data from an attorney rate-client assignment angle.  Unfortunately, the rate selection rules listing report is quite unwieldy as clients that we've not billed in 8-10+ years are still showing as Open, clients have been set up with a rate rule for many/most/every attorney (including attorneys who left the firm years before the client came in), none of the clients have been set up to use the automatic rate selection, despite that approach working for at least 90% of the clients .... it's a bit of a mess.

I tried exporting a CSV file to work with the data that way, but the individual attorneys' rate information floats column to column, so can't be selected/sorted.

Any thoughts/suggestions on how I might approach this, other than continue to clean up the list and then visually assess the custom attorney rate rules, once I've got the client list all pared down to truly Open clients that use automatic rate selections where possible?

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  • Anonymous
    0 Anonymous

    Allen, the challenge with the Client Default Rates report is that it doesn't show the rate numbers, just the rate values.

    Keith, that's a good starting point for client rates, but I was trying to find a way to map the assignment of *attorney* rates to clients so that I could determine which rates were no longer in use and could be zeroed out.

    Presumably if I had Crystal Reports, I could have created a report that would give me a list Atty1 Rate1 and those clients using it, Atty1 Rate2, mapped to clients, etc., but alas I do/could not, and in my attempts to modify an existing report, that filter/sort selection did not appear to be an option.

    Instead, I went about it the long way, printing out the Rate Selection Rules Listing and tallying up the 1s, 2s, etc., to determine which ones were not in use.  I now (thankfully) have a Rate Selection Rules Listing that is much, much shorter.  :)

  • 0 in reply to Anonymous

    I don't have access to Timeslips right now but dspending on the version of Timeslips you are using there is a report that will show what you are looking for. You might need to gobintobthecopyiona for the report.  

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