Lgal.OneLegal Practice solution for Law Firm

Change Request 15

CR15-C Litigation Team

CR15-C. Litigation Team CR15-C1. Timesheet - Provide a function to adjust the unbilled time-log entries (i.e. the amount) directly on the Timesheet TabCR15-C2. Discount allocation on Client InvoiceCR15-C3. Client Invoice - The Bill To Party will be defaulted to the Client and therefore the Client’s address shall be the defaultCR15-C4. Extend the length of the ‘Attention’ field on Client InvoiceCR15-C5. Update reciprocity report

CR15-C1. TIMESHEET - PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET

TAB1

CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET

TAB2

CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET

TAB3

The Timesheet is in unbilled or hold state, the timesheet can be edited

CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET

TAB

4

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

1. Create Discount on Client Invoice by Amount2. Create Discount on Client Invoice by Percentage

1. Create Discount on Client Invoice by Amount1

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

1. Create Discount on Client Invoice by Amount2

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

1. Create Discount on Client Invoice by Amount3

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

2. Create Discount on Client Invoice by Percentage1

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

2. Create Discount on Client Invoice by Percentage2

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

2. Create Discount on Client Invoice by Percentage3

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

Review the client invoiceAfter creating discount, we can review in the invoice We can go to Invoice, review ‘Adjust Amount’ and ‘Adjust Tax’ in ‘Fees And Disbursement’ table for the discount detail, or review ‘Total Adjust Amount’ and ‘Total Adjust Tax’ for the discount total.

CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

Review the detail of discountCR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

Review the Total of discountCR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

CR15-C3. CLIENT INVOICE

Client Invoice: The Bill To Party shall be defaulted to the Client and therefore the Client’s address shall be the default as the Bill To address. If this address is different, it should be edited.

CR15-C3. CLIENT INVOICE

1

CR15-C3. CLIENT INVOICE

2

CR15-C4. EXTEND THE LENGTH OF THE ‘ATTENTION’ FIELD ON CLIENT INVOICE

Extend to 128 characters.

CR15-C5. UPDATE RECIPROCITY REPORT

1. What is Reciprocity Report? 2. How to print Matter Reciprocity Report

2.1. Reciprocity Report Details2.2. Reciprocity Report Summary

CR15-C5. UPDATE RECIPROCITY REPORT

1. What is Reciprocity Report?

Matter Reciprocity Report is to show the details and summary of referrals received from partners/agents

CR15-C5. UPDATE RECIPROCITY REPORT1. What is Reciprocity Report?

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.1. Reciprocity Report Details

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.1. Reciprocity Report Details

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.1. Reciprocity Report Details

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.1. Reciprocity Report Details

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.2. Reciprocity Report Summary

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.2. Reciprocity Report Summary

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.2. Reciprocity Report Summary

CR15-C5. UPDATE RECIPROCITY REPORT2. How to print Matter Reciprocity Report

2.2. Reciprocity Report Summary

Lgal.OneLegal Practice solution for Law Firm