Courts will often require a comprehensive listing of all fees and costs absorbed by the presenting firm before awarding judgment to that firm for fees and costs incurred. The History Report in CosmoLex presents detailed time and expense activity, along with payment information, to provide a comprehensive billing history record for the Court. It shows billed, unbilled, and unbillable activity.
Sage Timeslips has a report called “History Bill for the Court”, so I was on a mission to find the equivalent reporting information in Cosmolex. Combining and then manipulating three separate reports in Microsoft Word was just not a good solution.
Enter the CosmoLex Matter Billing Log. The Matter Billing Log can be found in CosmoLex under the individual Matter’s Billing tab. In that tab, there is an Action Button.
Select this magic button, and you will see a Report – Matter Billing Log. Choose this Log:
- Set the date range – generally to all
- Include All Fee Entries and Print Task and Descriptions
- Include All Cost Entries and Print Expense and Descriptions
- Include Payment Transactions
- Pint to PDF or Excel
This will give you all the information you need to present to the Court for approval of your bill.
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CosmoLex Announces a New Release—5.0
Are you looking for more tips on CosmoLex? Let us know how we can help you get what you need from the software you are using. You can reach us at 877-357-0555, or by email at info@crosspointecg.com.
Gerri Martin, a member of Crosspointe Consulting Group, LLC holds her undergraduate degree in Accountancy and is a CPA. This gives Gerri the business background needed to understand the financial and management implications of implementing software and business processes. She started working with Attorneys in 1986 and focuses on supporting Attorneys, Law Firms, and Law Departments. In 1990, Gerri obtained a master’s degree in Project Management while graduating with honors. In 1992, she received her PMP certification in Project Management from the Project Management Institute. She is the past Vice President of Professional Development for PMIs Chicagoland Chapter. This project management background lends itself to helping lawyers and their firms streamline their workflow and eliminate needless duplication of effort.
