Feature Requests

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The report for Professionals and Rates should have an option to run only active matters

The report for Professionals and Rates should have an option to only pull rates for open/active matters. I have been asked by the partners to run a report for them to see what associate rates are at. I can't give them a report 33 pages long for one associate and have them take the time to figure out which matters are active nor do I have the time to do this for them. If I have to run a report for all associates at once the report would be 1000 pages long. This option would help immensely.

  • Guest
  • Oct 28 2025
How often would you use this request?

I would use this report monthly and whenever the partners were reviewing rates for reviews, deciding on increases with clients, determining which associate should be billed ay which rate based on date admitted to the Bar.

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  • Guest commented
    13 Jan 20:33

    I would use this report often and whenever I am asked for an attorney's rates when re-evaluating potential increases for billing purposes. Also the partners would like to see the trend to which their rates have increased year to year to determine if rates need to increased or not. There should be more parameters in which to run this report. Selecting a professional and report format is not enough.

  • Robert Hurst commented
    09 Jan 19:52

    This information is often needed, but never needed for inactive clients or matters, they must be removed every single time by hand