This document outlines change requests for the litigation team software. It includes requests to: 1) Allow editing of unbilled time entries directly on the timesheet, 2) Add features to create discounts by amount or percentage on client invoices, 3) Default the client address as the bill to address on invoices, 4) Extend the length of the attention field on invoices, and 5) Update the reciprocity report to include details and summaries of referrals.

1. Lgal.One
Legal Practice solution for Law Firm
Change Request 15
CR15-C Litigation Team

2. 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 Tab
CR15-C2. Discount allocation on Client Invoice
CR15-C3. Client Invoice - The Bill To Party will be defaulted to the Client
and therefore the Client’s address shall be the default
CR15-C4. Extend the length of the ‘Attention’ field on Client Invoice
CR15-C5. Update reciprocity report

3. CR15-C1. TIMESHEET - PROVIDE A FUNCTION TO ADJUST
THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET TAB
1

4. CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST
THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET TAB
2

5. CR15-C1. TIMESHEET - TO PROVIDE A FUNCTION TO ADJUST
THE UNBILLED TIME-LOG ENTRIES DIRECTLY ON THE TIMESHEET TAB
3

6. 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

7. CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE
1. Create Discount on Client Invoice by Amount
2. Create Discount on Client Invoice by Percentage

8. 1. Create Discount on Client Invoice by Amount
1
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

9. 1. Create Discount on Client Invoice by Amount
2
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

10. 1. Create Discount on Client Invoice by Amount
3
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

11. 2. Create Discount on Client Invoice by Percentage
1
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

12. 2. Create Discount on Client Invoice by Percentage
2
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

13. 2. Create Discount on Client Invoice by Percentage
3
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

14. Review the client invoice
After 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

15. Review the detail of discount
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

16. Review the Total of discount
CR15-C2. DISCOUNT ALLOCATION ON CLIENT INVOICE

17. 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.

18. CR15-C3. CLIENT INVOICE
1

19. CR15-C3. CLIENT INVOICE
2

20. CR15-C4. EXTEND THE LENGTH OF THE ‘ATTENTION’ FIELD
ON CLIENT INVOICE
Extend to 128 characters.

21. CR15-C5. UPDATE RECIPROCITY REPORT
1. What is Reciprocity Report?
2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details
2.2. Reciprocity Report Summary

22. 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

23. CR15-C5. UPDATE RECIPROCITY REPORT
1. What is Reciprocity Report?

24. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details

25. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details

26. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details

27. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.1. Reciprocity Report Details

28. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary

29. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary

30. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary

31. CR15-C5. UPDATE RECIPROCITY REPORT
2. How to print Matter Reciprocity Report
2.2. Reciprocity Report Summary

32. Lgal.One
Legal Practice solution for Law Firm