Average Cost Per Case by pfz18864

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									                                      Average Cost Per Case
Contents
     What Entries Appear on the Report
     The Common Tab
     The Report
     Drill Down
     Reconciling the Average Cost Per Case Report

What Entries Appear on the Report
     This report lists all civil legal aid cases with File Completed dates in the specified range and calculates
     their average costs. The total disbursement, total fees and total costs are listed for each matter. These
     totals do no include VAT. On this report you can list matters by type of law, by responsible fee earner or
     by client, and print details or totals only.
     Although the report was initially designed to report on civil cases, you can produce the report for
     criminal cases, both civil and criminal cases, non-legal aid cases, or both legal and non-legal aid cases.
     Fees values appearing on the Average Cost Per Case report are added through the following features:
      Time Sheet/Fee Sheet             Quick Timer/Web Timer            Create Bill/Quick Bill/Release Bill
      BillFlow Manager                         Calendar/Appointment Sheet   Phone Call Manager.
     Disbursement values appearing on the Average Costs Per Case are added through the following features:
      Expense Recovery                         BillFlow Manager             Create Bill/Quick Bill/Release Bill
      Register > Expense/Ledger tabs           Change/Write Off Bill.


The Common Tab
      Pull-down menu:                  Reports > Legal Aid > Average Cost Per Case > Common Tab
     The Common tab contains the most widely used options on any PCLaw report. It is the first tab to appear
     when selecting a report from the pull-down menu or Quick Step.




     Exhibit 1. The Common tab of the Average Cost Per Case report
        Matter:                Select the matter nickname to display values for that matter.
        Client:                Select the client nickname to displays averages for matters assigned to that client.
        Fee Earner:            Select the fee earner nickname to display averages for matters assigned to that
                               responsible fee earner.
        Start Date:            Select the date to restrict the report to matters completed on or after that date. Legal Aid
                               matter information is reported according to the Date Completed value on the Legal Aid
                               tab of Matter Manager, and not the month that the transaction is posted.
        End Date:              Select the date to restrict the report to matters completed on or before that date.
        By Types of Law: Select to average matters by types of law.
        By Responsible Fee Earner: Select to average matters by responsible fee earner.
        By Client:             Select to average matters by client.
        Show Details:          Check to display only the average lines for the selected sort criteria.
        Legal Aid Matters: Check to display legal aid matters whose date completed value falls within the
                           Completion date range.
                               Civil:                 Select to include civil legal aid matters only.
                               Criminal:              Select to include criminal legal aid matters only.
                               Both:                  Select to include both civil and criminal legal aid matters.
        Private Matters:       Check to display non-legal aid matters on the report.
        Output:                Check one or more of the following:
                               Printer:               Print a hard copy of the report.
                               Screen:                View the report on the screen.
                               E-mail:                Attach the report to an e-mail in one of text, rich text or portable
                                                      document formats.
                               Editor:                Produce the report as a file in one of text, rich text or portable
                                                      document formats.
        Load Last:             Click to use the settings from the last time the report was created.
        OK:                    Click to produce the report.

The Report
        The Average Cost Per Case report groups fees and disbursements according to the sort option selected on
        the Common tab. An average value of each sort category is provided.




        Exhibit 2. Excerpt from the Average Cost Per Case report sorted by Fee Earner and displaying details
        Type of Law:           Displays the type of law sort category when By Type of Law is selected on the Common
                               tab.
        Responsible Fee Earner: Displays the fee earner sort category when By Responsible Fee Earner is selected
                          on the Common tab.
        Client:                Displays the client sort category when By Client is selected on the Common tab.
        Matter:                Displays the matter nickname when By Detail is checked on the Common tab.
        Number of Matters: Displays the number of matters for each sort category and the total number of matters
                         included on the report.



Average Cost Per Case                                                                                                 Page 2
        Disbs:                 Displays the average value of disbursements for the sort category and firm, and the
                               disbursement value for each matter if Show Details is checked on the Common tab.
        Fees:                  Displays the average value of fees for the sort category and firm, and the fee value for
                               each matter if Show Details is checked on the Common tab.
        Total Cost:            Displays the combined value of fees and disbursements.
        Disbursements:         Displays the value of all disbursements for the matter.
        The Average Cost Per Client report does not contain any summary sections.


Drill Down
        The Average Cost Per Case report allows drill down in the following areas.
          Drill down on                                        Opens the following window
          Disbs                                                Disbursements Journal
          Fees                                                 Time Listing
        Exhibit 3. Table displaying fields where drill down is enabled and the reports or features that are opened


Reconciling the Average Cost Per Case Report
        The Average Cost Per Case report does not reconcile to any non-Legal Aid report since values appear on
        the report according to the Date Completed value on the Legal Aid tab of Matter Manager and not the
        date where the individual transactions were posted. Only matters where the File Completed box is
        checked and the Date Completed is selected on the Legal Aid tab of Matter Manager are included on the
        report.




Average Cost Per Case                                                                                                Page 3

								
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