¶ 1. Overview
The Individual Time Summaries Report provides a consolidated summary of time recorded by each lawyer during a specified date range. It is used for:
- Reviewing lawyer productivity
- Monitoring billable vs. non‑billable distribution
- Supporting payroll, performance reviews, and billing analysis
- Producing monthly or period‑based time summaries
The report displays totals for hours and fees, grouped by lawyer.
¶ 2. Report Window (Filters)
- When the report is opened, a filter modal appears allowing users to refine the dataset.
¶ Purpose
- Limit the report to a specific time period
- Focus on specific lawyers or departments
- Improve performance for large datasets
¶ Common Filters
Depending on configuration, the modal may include:
¶ 2.1 Date Range
Filters time entries by recorded date.
- From Date
- To Date
¶ 2.2 Lawyer
- Select one or multiple lawyers to include in the summary.
¶ 2.3 Time Type (if applicable)
- Billable
- Non‑billable
- All
¶ Actions
- Generate Report — Runs the report with selected filters
- Reset Filters — Clears all selections
- Close — Closes the window without generating a report
¶ 3. Report Output
- Once generated, the report displays a structured summary grouped by lawyer.
¶ 3.1 Header Information
Displayed at the top of the report:
- Firm Name: Demo‑LawPractica‑BC
- Print Date: 2/24/2026 7:26:09 PM
- Report Title: Individual Time Summaries
- Date Range: From 02/01/2026 to 02/28/2026
¶ 3.2 Summary Columns
The report includes the following columns:
| Column | Description |
|---|---|
| Lawyer Name | Name of the lawyer whose time is being summarized |
| Time Recorded – Hours | Total hours recorded (billable + non‑billable) |
| Time Recorded – Fees | Total fee value for all recorded time |
| Non‑Billable – Hours | Total non‑billable hours |
| Non‑Billable – Fees | Fee value of non‑billable time (if applicable) |
| Total – Hours | Combined total hours for the lawyer |
| Total – Fees | Combined total fee value for the lawyer |
This structure provides a clear comparison between billable, non‑billable, and total time.
¶ 4. Export Options
Users may export the report in:
- Excel
- CSV
Exports preserve the grouped column structure and respect all applied filters.
¶ 5. Best Practices
To get the most value from the Individual Time Summaries Report:
- Use monthly date ranges for performance reviews
- Compare billable vs. non‑billable to assess productivity
- Export to Excel for deeper analysis or pivot tables
- Use the report during billing cycles to verify time completeness
- Filter by lawyer to review individual performance
¶ 6. Summary
The Individual Time Summaries Report provides a clear, lawyer‑grouped summary of recorded time, including billable, non‑billable, and total hours and fees. It supports productivity analysis, billing accuracy, and firm‑wide time management oversight.
This report is essential for monitoring lawyer performance and ensuring accurate time‑based billing.