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Fee Allocation Report

The Fee Allocation Report is an easy way to display what has been billed and collected by specific users during a certain time period.

Written by Crystal Lindsey
Updated over a week ago

The Fee Allocation Report in MyCase is an easy way to display what has been billed and collected by specific users at your firm during a certain time period. This report provides a clear and accurate picture of each employee’s financial contribution to each matter at your firm.


How to Track Hours Billed and Fees Collected Per Attorney

To access the Fee Allocation Report, click the Reporting tab at the top of the MyCase Dashboard. In the left-hand menu, click on ‘Fee Allocation’. To run the Fee Allocation report for the firm, simply click the blue Run Report button. You also have the ability to filter the report by any date range, and to show all firm details or only show details related to a specific user. Since this report is designed to calculate billed amounts per staff member of your firm, categories that aren’t associated with any staff member are attributed to your firm.

*Note: This report will not included forwarded balances during the selected time period, much like our Aging Invoices Report.

Report Options:

When creating a Fee Allocation Report users have several options to choose from:

Select Date Range: Users can select any date range that they would like. The selected date range will be what is shown under the billed and collected sections. Billed entries are related to the date of the invoice. Collected amounts adhere to the date that the payment was made.

*Note: If no invoices or payments were made during the selected time frame, there will be no data to show.

Select User: Users can select to show data related to All Staff members at the firm or you can choose a specific Firm User to show the data for. If a specific Firm User is selected for the report, information related to different users within the same case will not display.

Export Report: Users can export the report to both PDF or .CSV files.

The generated Fee Allocation Report will show both billed and collected amounts during the time frame selected for each case at the firm.

Category Breakdown:

Billed: Billed values are calculated using the invoices created within the provided date range. Income generated from requested funds are not included. NOTE: Discounts will automatically be calculated into the amounts that show up under the billed column.
Collected: Collected values are calculated from the payment transactions (including refunds) made on invoices within the provided date range. It’s important to note that while a payment might be made within the date range, that payment might be for an invoice created outside of the date range.
Flat Fees: Sum of billed flat fees.
Hours: Sum of hours billed.
Time Entries: Sum of billed time entries.
Total Fees Billed: Sum of billed flat fees and time entries.
Expenses: Sum of expenses for the entire case, no matter who entered the expenses.
Total Fees Collected: Sum of amount collected based on the percentage of work completed.

Totals will be shown in bold on the far right hand side of all columns in both sections and at the bottom for totals of all cases combined.

Calculation Example:

When running the Fee Allocation Report for a date range, the columns will be populated with entries based on the invoice date. For example, this report shows each amount below based on the user who the Flat Fees or Time Entries are related to:

User-added image

If an invoice is created and paid within the selected date range, collected amounts will show to right hand side of billed amounts.

How Are Collected amounts calculated?

Collect amounts are split evenly among categories based on the percentage of their billed amounts. In our example above, a collected amount of $4,730 appears as $3,800.00 allocated to Alex Vaccaro and then the remaining $930.00 allocated to Alisha Sims-King.

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