Profitability
Case Billing
Fee, expense and profitability posture per matter.
Matter profitability
| Matter | Client | Legal fees | Filing | Transport | Court | Paid | Outstanding |
|---|---|---|---|---|---|---|---|
| M-2041 | Meridian Holdings | $148,000 | $4,200 | $1,800 | $3,400 | $132,000 | $25,400 |
| R. v. Kingston | Kingston Defense | $92,000 | $2,100 | $3,600 | $5,100 | $60,000 | $42,800 |
| M-2035 | Nordic Shipping | $74,000 | $3,100 | $2,200 | $2,900 | $48,000 | $34,200 |
| M-2024 | Vertex Biotech | $62,000 | $5,400 | $900 | $1,200 | $30,000 | $39,500 |
| M-2007 | Kestrel Insurance | $118,000 | $2,800 | $1,400 | $4,100 | $62,000 | $64,300 |
Margin by matter (%)
Case billing
Ashworth & Vance LLP · live demonstration data
Matter value
$1.24M
▲ 5.0%
Fees billed
$862K
▲ 14.1%
Collected
$684K
▼ 2.2%
WIP
$148K
▲ 13.3%
Expenses
$62K
▲ 7.4%
Margin
38.4%
▼ 11.5%
Composition analysis
Fee composition
| Source | Amount | Share | MoM |
|---|---|---|---|
| Partner time | $412.0K | 48% | +1.0% |
| Associate time | $286.0K | 33% | +2.1% |
| Paralegal time | $84.0K | 10% | -3.2% |
| Success fee | $44.0K | 5% | +4.3% |
| Recovered expenses | $36.0K | 4% | +5.4% |
Highest contributor: Partner time · $412.0K
Trend intelligence
Budget versus actual
BudgetActual feesCollectedUnit: $K
Operational register
Matter billing history
| Date | Type | Reference | Description | Amount | Status | Approved by |
|---|---|---|---|---|---|---|
| 2 Feb | Invoice | REF-5200 | Monthly fee note | $39.0K | Settled | J. Hollis KC |
| 3 Mar | Payment | REF-5201 | Client payment | $119.0K | Pending | J. Hollis KC |
| 4 Apr | Expense | REF-5202 | Court filing | $15.0K | Approved | J. Hollis KC |
| 5 May | Discount | REF-5203 | Courtesy discount | $115.0K | Settled | J. Hollis KC |
| 6 Jun | Invoice | REF-5204 | Monthly fee note | $59.0K | Pending | J. Hollis KC |
| 7 Feb | Payment | REF-5205 | Client payment | $93.0K | Approved | J. Hollis KC |
| 8 Mar | Expense | REF-5206 | Court filing | $95.0K | Settled | J. Hollis KC |
| 9 Apr | Discount | REF-5207 | Courtesy discount | $57.0K | Pending | J. Hollis KC |
| 10 May | Invoice | REF-5208 | Monthly fee note | $116.0K | Approved | J. Hollis KC |
9 of 9 records
Detail panel
Matter finance summary · Meridian Holdings PLC (M-2041)
Fee arrangement
Hourly + success fee
Billing model
Monthly in arrears
Matter budget
$1.40M
88% used
Fees billed
$862K
Fees collected
$684K
79% realised
WIP
$148K
unbilled
Expenses
$62K
$48K recovered
Retainer
$193.8K
available $147.8K
Profitability
38.4%
above 32% target
Outstanding
$178K
1 invoice overdue
Workflow and approvals
Billing milestones
1Engagement signed
Client
Completed Jan
2Retainer received
$420K
Completed Jan
3Interim bill 1
$286K
Completed Mar
4Interim bill 2
$318K
Completed May
5Trial fee note
$258K
In progress · Jul
6Success fee
on outcome
Pending
Exceptions and risk
Exception queue and recommended actions
2 openBudget 88% consumed
Matter budget review required
$1.40M cap
Overdue invoice
INV-4821 · 18 days
$178K
Audit and history
Every financial change is captured with user, timestamp, value movement and audit reference
Recent activity
- Payment posted01 Jul · 10:10N. Salim·Meridian Holdings PLC · M-2041·$29.0K·AUD-7700
- Invoice edited02 Jul · 11:11A. Okafor·Nordic Shipping AS · M-2035·$88.0K·AUD-7701
- Credit note approved03 Jul · 12:12D. Feld·Vertex Biotech Ltd · M-2024·$11.0K·AUD-7702
- Retainer adjusted04 Jul · 13:13J. Hollis KC·Lagos Bay Estates · M-2029·$84.0K·AUD-7703
- Trust transfer completed05 Jul · 14:14N. Salim·Kestrel Insurance · M-2007·$43.0K·AUD-7704
- Expense approved06 Jul · 15:15A. Okafor·Halcyon Partners · M-2011·$68.0K·AUD-7705
- Tax report exported07 Jul · 16:16D. Feld·Orion Media Group · M-2016·$69.0K·AUD-7706