Matter Cost Estimates Report

The Matter Cost Estimates report shows all time-based matters with estimates and how those estimates compare to the total billed and unbilled on the matter. 

This report can be used to quickly identify which clients are approaching or exceeding their estimates so that you can reach out to them and provide a new estimate or write off anything in excess of the original estimate. 

Table of Contents

• Getting Started
• Generating the report

Getting Started

The Matter Cost Estimates report excludes: 

• write-offs and non-billables;
• surcharge and interest;
• mattes with billing types of fixed fee or contingency; and
• discounts reduce the Billed Total.  

Generating the report

1.    Select Reports from the left panel of the triConvey Companion Site Web App.

2.    Select Matter Cost Estimates.

3.   A selection in the Percentage filter must be made in order to run the report.

Tip:  The filter controls which matters are included in the report based on how close they are to their estimate.

 

4.     Make your selection at Person Responsible, Practice Area, Matter Type, Matter Status and Group By filters if required.

5.    Select View Report.