1. KMS FEE-EARNER FEEDBACK REPORT™ FOR MONTH AND YTD
Sample Lawyer DECEMBER 2015 FIRM LOGO HERE
Associate
Team member 232
photo here
MONTH YTD
Worked 15.5 116.5
Available 21.0 129.0
Any Leave 5.5 12.5
Your
WorkPlan™
and
Ac0vity
Capture
WorkPlan™ Actual
1 Potentially Chargeable ClientTime 6.00 6.23 104%
Non-Chargeable ClientTime
Total Client Time 6.00 6.23
FirmTime 1.60 2.66 167%
TOTAL
7.60 8.89
117%
2 Your WorkPlan™ current standard or blended hourly rate is: $300
3 Average rate of your ClientTime recording this month: $311
Average for the last six months $314
WorkPlan™ Actual
4 Your YTD WIP for 117 days worked $209,700 $262,864
5
Per day $456
Annually $105,871
7 Your YTD Raw WIP of $262,864 was created in 116.5 days...
At this rate in a full 232 days you would create around $523,471
8
$504,972
from the Raw WIP you created during this financial year.
9
1 This month you created new Raw WIP of 108% $30,029 $30,029 is 16 days @ 104% Client Time
2 Target new WIP from your WorkPlan™ given you worked 16 days $27,900
3 Surplus (Shortfall) this month $2,129
4 Compare WIP Target in an Average Month for you (19.33) days $34,800
5
$40,506
6 Such Work In Progress last month was: $42,289
7 The above comparison represents an increase/(decrease) of: ($1,783)
8 Your own (TimeKeeper) unbilled WIP is: $19,834
9 Such Work In Progress last month was: $21,298
10 Increase/(decrease) during the month ($1,464)
11 It takes you this number of days to bill your W.I.P. on avge. 21.23
12 Your WIP Realisation Rate This Month 101%
13 Your WIP Realisation Rate YTD 96%
14 Your KMSWorkPlan™ Realisation Rate goal currently 100%
N.B. Realisation Rate is the % of your own Raw W.I.P. absorbed that actually got into a
bill...Any shortfall had to be written off...surplus is write-up
15 Your net absorbed WIP this month was $31,493
16 This resulted in shares of fees allocated to you of: $31,777
100.90%
Projected forward it is:6
Your own 2015-2016
Business Days at
5 days per week will be
Business days you submitted activity entries…"Worked"
Your average total time
input per day this month
was:
WORK
IN
PROGRESS
Matter Manager Work In Progress at month end
amounted to:
(anyone's W.I.P. in matters under your control)
YTD the value of your surplus (or shortfall in brackets) of
ClientTime input compared to WorkPlan™ target is:
$53,164
If you continue to realise absorbed WIP at your
current average of 96%, you will at some point bill about
By comparison your WorkPlan™ potential for creation
of collectable WIP is
$417,600
Rob Knowsley KMS COMMENTS:
The annual projection based on first six months is of course still looking very good...
Excellent new Raw WIP again thanks...days worked here are rounded up...average value is a little above the standard rate of your WorkPlan which is
a nice "bonus"...
Realisation Rate on the WIP absorbed is holding up very well thanks...Month 101%... YTD...96%...
0
5
10
15
20
25
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Unbilled
Work
In
Progress
with
Days
Outstanding
MaAer
Manager
Timekeeper
WIP
days
0%
20%
40%
60%
80%
100%
120%
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Realisa0on
Rate
on
your
own
absorbed
WIP
Created
Target
$-­‐
$200,000
$400,000
$600,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WIP
Created
YTD
v.
Target
YTD
since
TBA
Actual
Target
Hi XXXX...
Happy New Year!
Strong short month in December thanks with good ClientTime
despite FirmTime being about 10 units a day up on your
WorkPlan...
New Raw WIP creation remains well ahead of WorkPlan YTD
thanks...
Cheers
Rob Knowsley KMS
17
19
20
21
15
19
20
23
20
18
22
16
15.5
0
2
4
6
8
10
12
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Time/WorkPlan™
Ac0vity
Recording
Actual
Client
Actual
Firm
Actual
Total
Target
Client
Target
Firm
Target
Total
Rob
Knowsley
KMS
robk@lawfirmprofit.com
Fax:
61
2
6337
5000

2. KMS FEE-EARNER FEEDBACK REPORT™ FOR Sample Lawyer DECEMBER 2015 Page 2
1 This Month $179,627
2 Last Month $146,827
3 The average time it takes to collect what you bill is: 159.24 Days
4 Your Debtors aging position at the end of the month compared to last month was as follows:
90-120 60-90 30-60 CURRENT-30 TOTAL
This Month ($34) $4,988 $91,670 $83,003 $179,627
Last Month ($34) $3,750 $40,951 $102,158 $146,827
% reduced by age grouping 101% 88% 10%
1
2 Such Disbursements last month were: $3,669
3 The above comparison represents an increase/(decrease) of: $642
N.B. This reflects only the results of absorbed ClientTime WIP you recorded as per your
WorkPlan™
Month YTD
1 Your Fees Target this Month $34,800 $213,771
2 Your efforts reflected in Bills this month: $31,777 $252,558
3 Surplus/(Shortfall) ($3,023) $38,786
4 % of Budget 91% 118%
5 Average billings per month YTD so far $42,093
6 Cash Received for your bills $15,758 $234,462
Jul $38,114
Aug $34,800
Sep $34,800
Oct $36,457
Nov $34,800
Dec $34,800
Jan $31,486
Feb $34,800
Mar $33,143
Apr $33,143
May $36,457
Jun $34,800
$417,600
Top 2 Fees Written This Month
NA
DEBTORS
Person
Responsible
basis
DISBURSEMENTS
Person
Responsible
basis
ANNUAL FEE
BUDGET
FEES
SHARES
ALLOCATED
TO
YOU
$4,311
From your End-of-Month Trial Balance the total outstanding accounts in
matters which appear to be under your control are:
Unbilled Disbursements at month end (in matters under your control)
amounted to
Rob Knowsley KMS COMMENTS:
Very good fee result YTD continues thanks
XXXX!
Rob Knowsley KMS COMMENTS:
(DEBTORS & UNBILLED DISB)
Based on December collection results we can hope this mostly gets
collected in January...
$-­‐
$5,000
$10,000
$15,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Unbilled
Actual
Disbursements
$-­‐
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Fees
Rendered
YTD
v.
Target
Actual
Target
$-­‐
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Fees
Rendered
for
month
Actual
Target
0.0
50.0
100.0
150.0
200.0
0
50,000
100,000
150,000
200,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Debtors
with
Days
Outstanding
Above
60
days
30-­‐60
CURRENT-­‐30
DAYS

3. KMS FEE-EARNER FEEDBACK REPORT™ FOR Sample Lawyer DECEMBER 2015 Page 3
Actual
WorkPlan
Estimate Actual WorkPlan Estimate
Administraton/Matter Management 1.8 0.8 11.6 5.8
Current client meeting/entertainment 5.7 0.0 24.1 0.0
Continuing Professional Development 0.0 1.1 3.4 8.2
Debt Collection/Credit Control 0.0 0.0 0.0 0.0
Delegation 0.0 1.2 3.5 8.7
Director/Company Activity 0.0 0.0 0.0 0.0
Engagement Management 0.6 0.0 0.9 0.0
Firm's Legal Matters 0.0 0.0 0.0 0.0
Law Society 0.0 0.5 0.0 3.5
Management 0.0 0.0 0.0 0.0
Marketing 0.0 2.8 1.3 21.0
Staff Management/Mentoring 3.2 0.8 13.5 5.8
Miscellaneous 1.6 0.8 20.3 5.8
Travelling (marketing) 0.0 8.8 10.0 66.4
Phone contact and canvassing with current clients 0.0 0.0 0.0 0.0
Potential client meeting/entertainment 0.0 0.0 0.5 0.0
Periodic client reporting 0.0 0.4 5.4 2.9
Planning marketing 1.6 3.6 17.0 26.8
Phone contact and canvassing with potential clients 0.0 0.0 0.0 0.0
Practice Development 0.0 0.0 2.6 0.0
Precedents/Knowledge 1.0 0.3 2.6 2.3
Pro Bono 0.0 0.0 0.0 0.0
Attend prospect enquiry 0.0 0.8 0.0 5.8
Research non-chargeable 0.0 0.0 0.4 0.0
Secretarial 0.0 0.0 0.4 0.0
Writing proposals and tenders (including emails) 0.0 0.0 0.5 0.0
Training-Giving (where not CPD) 0.0 0.8 13.4 5.8
Team Meeting 2.8 1.6 24.8 11.7
Travel non-chargeable 23.0 0.0 74.0 0.0
Training-Receiving (where not CPD) 0.0 0.8 13.0 5.8
TOTAL 41.3 24.8 0.0 243.2 186.4
This month hours 41.30
0.00 Disparity between above total and P/Mgmt system total of zero-rated time
MONTH YTD
Files opened in your name this month 1 25
Fee Estimates Entered to PMgmt system $34,800 0% $0 0%
$34,800 $208,800
Total files you currently have open This Month 68
Last Month 75
FILES OPENED
Files Fees Estimated Files Fees Estim
Administration 0 0
Agency 0 0
Federal Workers 0 24 $240,000
State Workers 1 $6,000 1 $6,000
Major Retainer 0 0
Workers Comp 0 0
1 25
TRUE TRUE TRUE TRUE
Potential Funds locked up in files you manage ("Lockup")
Current Month $179,627 $40,506 $4,311 $224,444 $200,000 $24,444
Last Month $146,827 $42,289 $3,669 $192,785 $200,000 ($7,216)
FIRMTIME
USE
Compare Raw/STD WIP target for an avge mth
BUSINESS
DEVELOPMENT/FILE
OPENINGS
YOUR
LOCKUP
OF
THE
FIRM'S
WORKING
CAPITAL
KMS Lockup Goal
YTD
YTDMONTH
Month
Current Excess
Lockup
Total Lockup
MANAGER Unbd
Disbs
MANAGER W.I.P.MANAGER DEBTORS
$-­‐
$50,000
$100,000
$150,000
$200,000
$250,000
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total
Lockup
Actual
Goal
Rob Knowsley KMS COMMENTS:
Here's to a great year XXXX in 2016!
Excellent first half of the Financial year thanks again!
Cheers...
Rob Knowsley KMS 11/01/16