Favorite a Firm
Click the star icon next to the firm's name to mark it as a favorite. You can then choose to select it as a favorite for specific offices and divisions if needed.
You must have the Corporate Administrator, Relationship Manager, Matter Setup, Matter Assign, or Matter Administrator role to list a firm as a favorite.
Favorite law firms operate as a filter when assigning them to a matter via fee structure.
Viewing the Top Section of the Overview
The main details area provides a high-level information about the firm.
Click this topic to learn more about managing law firms on matters.
| Section | Details |
|---|---|
| Law Firm Summary | Shows some high-level info about the firm, including type, number of attorneys, and ID. |
| Law Firm Score |
Shows an overall score and break down of individual scores that make up the overall. Click the info icon Depending on your organization's configuration, you may not have access to law firm scorecard information. |
| Billing Details | Shows the Taxpayer ID number and the preferred currency of the firm. |
| Law Firm Status | Shows if the law firm is still active, when it became active, and if the Diversity Survey has been filled out. |
| Additional Information | Displays organization-specific custom data fields related to the firm. The information shown depends on your organization’s configuration. If you have the appropriate permissions, you may edit this section. |
Viewing Data Visualizations/Charts
Depending on your role, this section displays three interactive charts:
| Chart | Details |
|---|---|
| Legal Spend |
Shows fees, expenses, and adjustments (in USD) for the firm across the last 12 months. A month shows once complete and if the firm has approved invoices. Click a specific bar to see information about that month. You must have the Invoice Admin or Corporate Admin role to view this chart. |
| Matter Type Distribution | Shows matter types that have been assigned to this firm. The data is aggregated for the last 12 months based on the law firm acceptance date. Data reflects the past 12 months based on invoice approval date. A month is included once complete and the firm has approved invoices. |
| Timekeeper Level Billing |
Shows timekeepers for this firm by level and shows both the number of hours each timekeeper level has billed (purple) and the total amount (USD only) they have billed (green). The aggregates shown are for the last 12 months based on the invoice approval date. A month is included once complete if the firm has approved invoices. You must have the Invoice Admin or Corporate Admin role to view this chart. |
Viewing Tabs on the Law Firm Overview Page
The bottom section of the Overview page contains tabs with additional information about the firm or a specific office.
| Tab | Details |
|---|---|
| Offices | Displays when viewing the firm-level overview. Lists all offices associated with the firm. Click an office name to open its overview page. |
| Documents | Displays if your organization uses the Document Sharing feature. You or your law firm can add documents and share them. Unless specified, documents added to the law firm overview are viewable by anyone with access to it. |
| Timekeepers | Lists timekeepers associated with the firm, along with key details. Click a timekeeper’s name to view additional information. |
| Fee Offers | Displays fee offers for offices to which you have visibility. |
| Matters | Lists matters assigned to the firm. If viewing a specific office, the tab lists matters assigned to that office. Use the filters on the left to refine results. |
| Invoices | Lists invoices associated with matters assigned to a specific office within the firm. |
| Reviews |
Displays a history of reviews submitted for the firm. Click the stars at the top of the page to view a breakdown of ratings. |
Viewing a Law Firm's Score
Law firm scoring helps your organization evaluate a firm’s performance. Each firm receives scores across multiple base categories, which are combined into an overall score. Your organization determines how each category is weighted. Some organizations may choose to exclude certain categories from the overall calculation.
In addition to viewing scores on the Law Firm Overview page, you can also access them from the Law Firm Search results.
Understanding Law Firm Score Details
The overall score will appear in different colors:
- Green - 91 to 100
- Yellow - 50 to 90
- Red - 0 to 49
The overall score comes from different categories.
Depending on your organization's configuration, you may not have access to law firm scorecard information. Click the Learn More icon for a complete description of each category.
- Efficiency - Measures the average time to bill by comparing the invoice submission date to the earliest change date. The firm’s average time to bill is compared to the average across other firms, resulting in a score between 0 and 100.
- Compliance - Measures the average percentage of invoice adjustments relative to the total billed amount. The calculation excludes adjustments made by the law firm and adjustments converted to flags. This produces a compliance score between 0 and 100.
- Price - Evaluates how the firm structures its billing. This metric prioritizes Alternate Fee Arrangements (AFAs) over detailed hourly billing. The resulting pricing score ranges from 0 to 100.
- Internal Review - Calculates the average review rating across matters, invoices, fee offers, and the firm overall. This average is combined with a confidence score. Firms with a larger volume of consistently high ratings receive higher scores than firms with only a few ratings.