Matter Lockup Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

The Matter Lockup Report provides a balance of billed and unbilled amounts for matters/participants at a specified date.

Use Cases 

This report is useful for viewing what income you can expect to receive in the short-term.   

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > General.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

Basic Options

• Period ending: Enter the last date for the period you want to report on. Only items existing before the selected date will be displayed.    

Advanced Options 

• Matter Type: Choose the matter type you want included in the report. (You can select multiple options.)   
• Matter Current step: Choose the steps you want covered in the report. This will return results for only matters currently on the selected step(s).   
• Matter party: Choose the participants you want covered in the report. This will show only those matters where the selected participant is a party.   
• Party type: Choose the participant type you want covered in the report. This option is used with Matter Party. It filters the report to display only matters where the selected participant is filling the role of the selected participant type. For example, Bob Jones is selected as the matter party and Attorney is selected as the party type, the report show only those results where Bob Jones is the attorney.   
• Group by: Choose how you want to organize the report:   
  • Group by Primary Participant(s)/Matter, which displays billed amount due, unbilled amount, and lockup amount for separate matters even with the same participant.   
  • Primary Participants, which displays the column  totals of all matters for which the primary participant is the billable party.   
• Order by: Choose the order of report results:    
  • Primary Participant(s)/Matter, which displays results in alphabetical order based on the name of the primary participant. 
    NOTE:  The primary participant names will display and order based on the Contact name format setting in Admin > General Settings.
  • Lockup Amount, which displays the report results from largest lockup amount to smallest.  

Report Output

• Primary Participant(s): Shows the names of the primary participants on a matter or matters. When the report is grouped by participants/matter, a row is displayed for each matter, which means there may be duplicate primary participant names. When the report is grouped by primary participants, each participant is listed on a single row (since the row isn't matter-specific).   
• Matter/Matter Name: This column displays the matter ID or name associated with the row information. (This option is displayed only when the Group by option is set to Primary Participant(s)/Matter.)  
• Billed Amount Due: Shows the value of unpaid billed amounts where the bill's due date is before or on the period end date.
• Unbilled Amount: Shows the value of fees and expenses that haven't yet been billed.   
• Lockup Amount: Shows the sum of the Billed Amount Due and Unbilled Amount columns. It determines how much could potentially be collected from all unpaid bill amounts and fee and expense values.