2010 Practice Management Annual Conference Juris® Techniques for Split Billing: Entry-level and Bill-level Splits Presented by: Gail Henderson 2010 Practice Management Annual Conference Gail Henderson • Education: – BBA in Computer Information Systems – Currently pursuing M.Ed. in Adult Education • Experience: – 11 years experience supporting law firms using Juris® solutions – 2 years experience as a legal assistant • Contact me: – – – – Gail.Henderson@LexisNexis.com Toll Free: 866-654-2381 x2356 Connect with me on LinkedIn: http://www.linkedin.com/in/gailhenderson Follow me for Juris tips on Twitter: http://twitter.com/gailhend 2010 Practice Management Annual Conference Objectives • Entry-Level Splits – Define and use split templates • Invoice-Level Splits – Split bill totals to multiple parties – Walkthrough of invoice-level split billing – How to go from single-matter to a split billing arrangement 2010 Practice Management Annual Conference Entry-Level Splits • Split Time and/or Expense • Split an individual entry – Split hours (w/optional rounding) – Split amount • Force Allocation – FULL: Full split (requires 100% to be split) – EVEN: Even split (splits evenly to 2 or more matters) – NONE: Split can be over or under 100% 2010 Practice Management Annual Conference Invoice-Level Splits • Split total bill amount to multiple parties. • Assign a split percentage to each party. • Splits total dollar amount, not hours. Main Matter = 0% Main Matter = 25% Split-To Matter A = 25% Split-To Matter A = 25% Split-to Matter B = 75% Split-to Matter B = 50% 2010 Practice Management Annual Conference Steps to move existing Matter to a Split Arrangement Define the Split-to Matters • • Transfer the AR – Write off AR Balance on the original Matter – Create Manual Bill on each Split-To Matter to record their portion of the AR • Transfer Payments – Enter a $0 Cash Receipts batch – Subtract payment made on original Matter – Add to Split-To Matters as appropriate • Define the split • Assign a split-style bill format 2010 Practice Management Annual Conference Additional Training Opportunities • For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. • The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information. 2010 Practice Management Annual Conference Who is your representative?