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Originating Attorney Revenue Report

The Originating Attorney Revenue Report is available to subscribers of our Elite plan.

You can upgrade to the Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Clio's Originating Attorney Revenue Report (Origination Report) is designed to help firms visualize and quantify how much income each attorney in the firm has brought in.

The Originating Attorney Report is part of Clio's package of Advanced Reports available only to Elite subscribers.

To generate the Report, first click on the Reports tab at the upper right of your page in the black ribbon. Then, scroll to the bottom of the Reports list, and click on Originating Attorney Revenue.

Content

Report Options
Category Breakdown
Attorney
Collected Time
Collected Expenses
Collected Interest
Collected Primary Tax
Collected Secondary Tax
Frequently Asked Questions

Report Options

Within the Report Options page you have several settings you can choose from to get the information you require on your report:

  1. Select Report Detail (Users): Choose if you want to show collected entries for all Attorneys or a specific Originating Attorney.
  2. Group Results By: The default grouping of results will be by Attorney, which summarizes amounts across all clients for each matter the user is an Originating Attorney for. Grouping the results by Client will instead break down the generated report by each client. This will also break down how much has been collected under each client for matters that the user is an Originating Attorney for.
  3. Select Practice Area: You have the ability to limit the results on your generated Report to a specific Practice Area, or by default you can select to display all Practice Areas. Do note that if you select to report on a single Practice Area, that all matters you wish to display will have to have the Practice Area assigned to it. More on Practice Areas can be read our Support Article on Managing Practice Areas.
  4. Select Date Range: Setting a date range will restrict selected data to those records bounded by the range. Collected amounts adhere to the date the payment was made. Choose the "Custom" option if you want to determine a specific range outside of the default selection.
  5. Select Report Format: You can generate this report in PDF or .CSV. Due to the size of the report, it is not able to be generated in a web version.

The generated Originating Attorney Revenue Report will display Collected totals for each user in your firm.


You may also wish to see this report in a .CSV file format.

Category Breakdown
In each column we see information specific to your firm's collected earnings.
Attorney
Under the Attorney column you will see the name of the Originating Attorney (User) whose Collected Time, Expense, Interest, and Taxes will be reported on in the following columns.


Collected Time
Under the Collected Time column you will see a summary of the Collected (paid) time entries on matters that the user is an Originating Attorney for. All time entered on the matter is attributed to the Originating Attorney.


Collected Expenses
Under the Collected Expense column you will see a summary of the Collected (paid) expense entries on matters that the user is an Originating Attorney for. All expenses entered on the matter is attributed to the Originating Attorney.

Collected Interest
Under the Collected Interest column you will see a summary of the Collected (paid) Interest entries that are applied to invoices on matters that the user is an Originating Attorney for. All Interest on the matter is attributed to the Originating Attorney.

Collected Primary Tax
Under the Collected Primary Tax column you will see a summary of the Collected (paid) Tax entries that are applied on invoices on matters that the user is an Originating Attorney for. All Tax on the matter is attributed to the Originating Attorney.

Collected Secondary Tax
Under the Collected Secondary Tax column you will see a summary of the Collected (paid) Tax entries that are applied on invoices on matters that the user is an Originating Attorney for. All Tax on the matter is attributed to the Originating Attorney.

At the bottom of the report you will see totals for each column.

Frequently Asked Questions

What if I only want to manipulate the data in this Report?

When generating a Report in a .CSV format you can have additional options for manipulation as sorting, or removing certain columns or rows. For more information on manipulating .CSV, please our Support Article on Techniques for Filtering and Sorting Exports in Excel.

How is Revenue accounted for in this Report?

All collected amounts are attributed to the Originating Attorney assigned to the matter. 

How are Discounts accounted for on this Report?

Discounts applied to an invoice as a whole are applied evenly across all line items. If you apply discounts directly to specific line items, such as time entries rather than expense entries, you will see the cost of these time entries are lowered, and thus the Collected amounts would be reduced.