Financial Analysis for Law Firms
Company Confidential Instructions: Enter values in the white and yellow cells only. Project Name A. Datum Corporation Adventure Works Alpine Ski House Baldwin Museum of Science Blue Yonder Airlines City Power & Light Coho Vineyard Coho Winery Coho Vineyard & Winery Contoso, Ltd. Contoso Pharmaceuticals Consolidated Messenger Fabrikam, Inc. Fourth Coffee Graphic Design Institute Humongous Insurance Litware, Inc. Lucerne Publishing Margie's Travel Northwind Traders Proseware, Inc. School of Fine Art TOTAL Project Type Business Incorporation Business Acquisition Product Liability Defense Patent Application Employee Lawsuit Bankruptcy Business Incorporation Product Liability Defense Patent Application Bankruptcy Business Acquisition Bankruptcy Patent Application Product Liability Defense Patent Application Business Acquisition Bankruptcy Business Incorporation Employee Lawsuit Bankruptcy Patent Application Employee Lawsuit Actual Start 4-Jan-2004 20-Jan-2004 6-Feb-2004 24-Feb-2004 8-Mar-2004 19-Mar-2004 10-Apr-2004 18-Apr-2004 12-May-2004 23-May-2004 14-Jun-2004 30-Jun-2004 16-Jan-2004 17-Jul-2004 25-Jul-2004 1-Aug-2004 20-Aug-2004 2-Sep-2004 12-Sep-2004 12-Oct-2004 24-Oct-2004 4-Nov-2004 Actual Finish 4-Mar-2004 21-Feb-2004 16-Apr-2004 25-Apr-2004 18-Mar-2004 29-Apr-2004 20-Apr-2004 12-May-2004 22-Jun-2004 21-Jul-2004 12-Aug-2004 30-Aug-2004 15-Aug-2004 1-Sep-2004 30-Sep-2004 1-Oct-2004 2-Oct-2004 12-Nov-2004 25-Nov-2004 20-Dec-2004 14-Dec-2004 24-Nov-2004 Actual Work 200 400 500 150 250 300 500 750 450 250 200 180 250 240 320 550 350 200 220 600 525 180 7,565 Duration 60 31 70 61 10 40 10 24 40 58 58 60 209 44 65 60 42 70 73 68 50 20
Financial Analysis for Law Firms
Company Confidential Instructions: Enter values in the white and yellow cells only. General Business Defense Intellectual Bankruptcy Administration Project Type Partner Lawyer Litigator Property Lawyer Lawyer Staff Business Incorporation 10% 40% 0% 0% 0% 50% Business Acquisition 10% 40% 0% 10% 0% 40% Product Liability Defense 20% 0% 50% 0% 0% 30% Patent Application 10% 0% 0% 60% 0% 30% Employee Lawsuit 20% 10% 40% 0% 0% 30% Bankruptcy 10% 20% 0% 0% 40% 30% Blended Rates $ 350 $ 250 $ 300 $ 275 $ 225 $ 125
Total 100% 100% 100% 100% 100% 100%
Financial Analysis for Law Firms
Company Confidential
Project Name A. Datum Corporation Adventure Works Alpine Ski House Baldwin Museum of Science Blue Yonder Airlines City Power & Light Coho Vineyard Coho Winery Coho Vineyard & Winery Contoso, Ltd. Contoso Pharmaceuticals Consolidated Messenger Fabrikam, Inc. Fourth Coffee Graphic Design Institute Humongous Insurance Litware, Inc. Lucerne Publishing Margie's Travel Northwind Traders Proseware, Inc. School of Fine Art TOTAL Billings TOTAL Hours
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
General Partner 7,000 14,000 35,000 5,250 17,500 10,500 17,500 52,500 15,750 8,750 7,000 6,300 8,750 16,800 11,200 19,250 12,250 7,000 15,400 21,000 18,375 12,600 339,675 971
Business Lawyer $ 20,000 $ 40,000 $ $ $ 6,250 $ 15,000 $ 50,000 $ $ $ 12,500 $ 20,000 $ 9,000 $ $ $ $ 55,000 $ 17,500 $ 20,000 $ 5,500 $ 30,000 $ $ 4,500 $ 305,250 1,221
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Defense Litigator 75,000 30,000 112,500 36,000 26,400 21,600 301,500 1,005
Intellectual Property Lawyer $ $ 11,000 $ $ 24,750 $ $ $ $ $ 74,250 $ $ 5,500 $ $ 41,250 $ $ 52,800 $ 15,125 $ $ $ $ $ 86,625 $ $ 311,300 1,132
Bankruptcy Lawyer $ $ $ $ $ $ 27,000 $ $ $ $ 22,500 $ $ 16,200 $ $ $ $ $ 31,500 $ $ $ 54,000 $ $ $ 151,200 672
Administration Staff $ 12,500 $ 20,000 $ 18,750 $ 5,625 $ 9,375 $ 11,250 $ 31,250 $ 28,125 $ 16,875 $ 9,375 $ 10,000 $ 6,750 $ 9,375 $ 9,000 $ 12,000 $ 27,500 $ 13,125 $ 12,500 $ 8,250 $ 22,500 $ 19,688 $ 6,750 $ 320,563 2,565
Month of Completion 3 2 4 4 3 4 4 5 6 7 8 8 8 9 9 10 10 11 11 12 12 11 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Total Billings 39,500 85,000 128,750 35,625 63,125 63,750 98,750 193,125 106,875 53,125 42,500 38,250 59,375 61,800 76,000 116,875 74,375 39,500 55,550 127,500 124,688 45,450 1,729,488 7,565
Financial Analysis for Law Firms
Company Confidential
Project Name A. Datum Corporation Adventure Works Alpine Ski House Baldwin Museum of Science Blue Yonder Airlines City Power & Light Coho Vineyard Coho Winery Coho Vineyard & Winery Contoso, Ltd. Contoso Pharmaceuticals Consolidated Messenger Fabrikam, Inc. Fourth Coffee Graphic Design Institute Humongous Insurance Litware, Inc. Lucerne Publishing Margie's Travel Northwind Traders Proseware, Inc. School of Fine Art MONTHLY TOTALS ACCUMULATIVE TOTALS
Month of Completion 3 2 4 4 3 4 4 5 6 7 8 8 8 9 9 10 10 11 11 12 12 11
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Total Billings 39,500 85,000 128,750 35,625 63,125 63,750 98,750 193,125 106,875 53,125 42,500 38,250 59,375 61,800 76,000 116,875 74,375 39,500 55,550 127,500 124,688 45,450 1,729,488
January Totals $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ -
February Totals $ $ 85,000 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 85,000 $ 85,000
March Totals $ 39,500 $ $ $ $ 63,125 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 102,625 $ 187,625
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
April Totals 128,750 35,625 63,750 98,750 326,875 514,500
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
May Totals 193,125 193,125 707,625
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
June Totals 106,875 106,875 814,500
July Totals $ $ $ $ $ $ $ $ $ $ 53,125 $ $ $ $ $ $ $ $ $ $ $ $ $ 53,125 $ 867,625
August Totals $ $ $ $ $ $ $ $ $ $ $ 42,500 $ 38,250 $ 59,375 $ $ $ $ $ $ $ $ $ $ 140,125 ########
September Totals $ $ $ $ $ $ $ $ $ $ $ $ $ $ 61,800 $ 76,000 $ $ $ $ $ $ $ $ 137,800 $ 1,145,550
October Totals $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 116,875 $ 74,375 $ $ $ $ $ $ 191,250 $ 1,336,800
November Totals $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 39,500 $ 55,550 $ $ $ 45,450 $ 140,500 $ 1,477,300
December Totals $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 127,500 $ 124,688 $ $ 252,188 $ 1,729,488
Monthly Billings Accumulative Billings
$2,000,000
Billing Timeline
$1,800,000
$1,600,000
$1,400,000
$1,200,000
Billings
$1,000,000
$800,000
$600,000
$400,000
$200,000
$1 2 3 4 5 6 7 8 9 10 11 12
Month
Billings
$250,000
$100,000
$150,000
$200,000
$50,000
$-
A. Datum Corporation Adventure Works Alpine Ski House Baldwin Museum of Science Blue Yonder Airlines City Power & Light Coho Vineyard Coho Winery Coho Vineyard & Winery Contoso, Ltd. Contoso Pharmaceuticals Consolidated Messenger Fabrikam, Inc. Fourth Coffee Graphic Design Institute Humongous Insurance Litware, Inc. Lucerne Publishing Margie's Travel Northwind Traders Proseware, Inc. School of Fine Art Account
Total Billings
Billings by Skill Type
Administration Staff $320,563 19%
General Partner $339,675 19%
Bankruptcy Lawyer $151,200 9% Intellectual Property Lawyer $311,300 18% Business Lawyer $305,250 18%
Defense Litigator $301,500 17%