Build 2120 - Maintenance

Improvements in mandate folders

Team Management

In larger law firms, mandates are often handled by entire teams. With timeSensor LEGAL, you can now determine who is responsible for the mandate whenever you like, in the mandate folder. The new "Team" tab displays a clear overview of the employees with key responsibilities (mandate team leader, executor and acquirer) and all employees associated with the mandate. Various features in the mandate folder allow you to start a chat with a team member, call someone or write an e-mail.

Using the Calculator feature (Germany)

If you have a mandate folder open and want a quick way to calculate costs or interest, simply go to the "Calculator" sub-menu of the Tools menu and then select "RVG Calculator" or "Interest Calculator." (RVG = German legal fee regulations)

Drafts

Drafts now also show the author of the last amendment. This allows you to see at a glance who amended the draft, and when.


Improvements in mandate management

Search for related mandates

The "Search for related mandates" feature could not previously be used for client addresses, as the mandates included in the dossier were not included in the search. Client mandates are now also included and the search results are therefore more complete.

Automatic revenue distribution (module)

We have extended the "Automatic revenue distribution" module. Automatic revenue distribution ensures that revenue is distributed among partners and other staff according to certain rules, so that everyone receives the share to which they are entitled. To make this possible, the various payments are booked to the corresponding revenue accounts. The following improvements have been made:

  • The "In Favour" menu now also contains the other staff groups. This allows a benefit to be dependent on whether a person is a member of a specific group (e.g. Partners).
  • A keyword can be stored for each credit item that is displayed when it is booked (e.g. "Partner share"). This makes it easier to identify bookings in accounting.
  • The calculation can be based on either the total fees charged or just individual personal fees.
  • You can now restrict the validity of a rule. For example, acquisition shares could only be owed for two years.
  • The distribution of income is not applied to retainer invoices. Now, however, retainer invoices are allocated as follows:
    • The amount in the general revenue account is reversed.
    • The reversed amount is re-distributed according to the rules for revenue distribution.

Invoicing improvements

Comparison of RVG and hourly fee (Germany)

Occasionally, you might like to make a quick comparison between time-based fees and RVG fees. The new version of timeSensor LEGAL allows you to do this with ease and little effort. Here’s how it works:

  • - Enter the time-based fee as usual in the timesheet; these services are shown with a blue background in the dossier.
  • Enter the RVG services below; these are shown with a white background.

To perform the desired comparison, create a template in the "Mandates" list of the "Finances" section. You can use the appropriate INV_INSERT expressions to output both the hourly fees and the RVG fees, either separately or in total.

To make things easier for you, we have created a sample template. Please proceed as follows to add the sample template to your templates (you will need appropriate access rights):

  • Click here to download the sample template.
  • Unzip the file (if it was not already unzipped automatically during the download process).
  • In the "Finance" section, open the "Mandates" list and click on the printer icon to display the template window.
  • Drag the file "Hourly fee vs RVG.tst" and drop it in the templates window.
  • The sample template can now be used.

Hourly statistics and flat-rate fees

Hourly services that have accumulated in a dossier cannot always be billed. There are two possible scenarios:

  1. Services cannot be invoiced and must be written off, for example because a staff member has not worked efficiently enough and the service cannot be charged to the client.
  2. Hourly fees are compensated in another manner, e.g. as part of a lump sum fee or by invoicing via RVG.

The two cases differ in that in the first case real "non-billable" hours arise that should also appear in the employee's statistics, whereas in the second case, the hours cannot really be regarded as "non-billable", since they have been billed elsewhere.

Previously, it was not possible to distinguish between these two scenarios in timeSensor LEGAL, but that is no longer the case. When services are deleted in a dossier, the following query now appears:

If you choose the option "Services billed elsewhere" for the second scenario described above, the services in the timesheet remain as normal, billable hours, whereas the amount of the services is set to zero, thus ensuring that the employee's hourly statistics are correct. In the employee's timesheet, "Services billed elsewhere" are marked with a special red check mark.

Adjustments in the RVG tariff (Germany)

The "limit" for RVG items 5101, 5103, 5107 and 5109 has been raised from EUR 40.00 to EUR 60.00 (see http://www.burhoff.de/veroeff/aufsatz/VRR_2015_8.htm)


And as always...

Some minor improvements and bug fixes.