CaseManager has 3-way billing which attorney can pick from Hourly, Flat Fee and Contingent fee billing types, and get fee calculations at any time. For example, in a contingent fee case, enter the attorney’s fee percentage in the Client Profile and at any time CaseManager will calculate the potential fee taking in consideration the amount of the recovery, expenses, and client payments.
Three-way billing requires very little setup. In Client Profile (in the case dashboard), select from Hourly, Flat and Contingent Fee representation. If you wish CaseManager to include the expenses in future fee calculations, click the checkbox for that. In Contingent Fee cases, enter the attorney’s percentage of the recovery. (Note: For a one-third percentage, make sure you enter 33.33 for the attorney’s percentage, not simply 33.) If “include expenses” has been checked, CaseManager will subtract the expenses from the gross recovery before applying the attorney’s percentage.
To generate the attorney’s fee calculation, in Time & Expenses, click the PDF/printing button and select your preferred viewing method–printing or PDF, from the printing options. The attorney’s fee calculation will appear at the top of the report generated.