Attorney Fee Report

The attorney fee report is available for all Pro+ subscribers

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

The Attorney Fee Report is a way for attorneys to track their revenue sources as well as invoice amounts, balances and payments. To create the information used on this report, you will first go into your case.

Where to find this in NextChapter: Case Dashboard > Fees

You may click to +Fee and +Payment to add any fees that you have billed your client and any payments they have made.

Also on the Case Dashboard > Quick Info > Referral Source

All of this information will be used to compile the Attorney Fee Report. From the "View All" case list, the Pro+ subscribers will also see a tab for an "Attorney Fee Report"

This report can be searched and exported as a helpful tool to track the best referral sources as well as a running total of what your clients owe, etc.

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