Objective:

• What does the Law Society of Alberta AL Report do?
• What's included in the LSA "AL" Report?

Environment:

• Clio Manage

Additional Information:

• To open an LSA Report file in a readable format in Excel, see here
• For other sections of the LSA Report, see here

Answer:

This report documents all unpaid Services, Expenses, and Taxes on a per Matter basis. These unpaid amounts are not historic in any way. 

The conditions for a Client to appear in this report are as followed;

• The Client must have transactions in their Trust Account.
• The Client must have at least one bill with an Issue Date on the selected year which is in "awaiting payment".

 

Breakdown of each Column 

Client Number	The Contact ID of the associated Contact (see here)
Client Name	The name of the associated Contact (e.g. "Jane Foster")
Matter Number	The Matter Display Number of the associated Matter (see here)
Matter Description	The Matter Description of the associated Matter (see here)
Area of Law Code	The Practice Area Code of a Practice Area (see here)
Area of Law Description	The Practice Area (see here)
Responsible Lawyer Number	The Lawyer Registered Number of the Attorney (see here)
Responsible Lawyer Name	The Responsible Attorney Name (see here)
Outstanding Fees	All unpaid Service amounts on outstanding Bills
Outstanding Disbursements	All unpaid Expense amounts on outstanding Bills
Outstanding Taxes	All unpaid Taxe amounts on outstanding Bills
Last Activity Date	TBD

FAQ:

• Will Disbursements or Fees created on the selected year but not in an Invoice issue on the selected year, be reflected in the total outstanding Fees or Disbursements?
  • No, only Invoices issued on the selected year are taken into account.
• Will the total outstanding Fees or Disbursements also include Fees or Disbursements not created on the selected year?
  • Yes, all Fees and Disbursements on an Invoice issued on the selected year will be taken into account.
• The Invoice has partial Payment(s) or partial Credit Note(s) applied to it, how will this reflect in the report?
  • Payments and Credit Notes are applied proportionately to each Fee, Disbursement, and Tax based on their respective percentage of the Invoice total.
• The Invoice has an Invoice Discount applied to it, how will this reflect in the report?
  • Invoice Discounts are applied proportionately to each Fee and Disbursement based on their respective percentage of the Invoice subtotal