Referral Report options

25 votes

I want to be able to run a report showing a list of cases and who referred them. My Billing users should be able to view revenue by referral source.

Done Reports Suggested by: Andrew Cummins (08 May, '18) • Upvoted: 25 Aug, '20 • Comments: 5

Comments: 5

19 Jun, '18
Caroline McGlamry
Agreed, it would be very helpful for one of the firm file templates to include running a report to show who referred each case and/or to show all referring attorneys and a list of the cases they referred (which may make more sense).
31 Jul, '18
Daniel Moore
Absolutely. Total revenue by referral source, and total revenue received by case; all in a selected time frame.
15 Feb, '19
Charles Fair
This would be an excellent report, even for those not using Amicus billing.
11 Apr, '19
Kirsten Erath Barranti
Need also by referral (vs client/matter name)!!!! Need to be able to check various variables (date, contact, $$ amounts, Etc)
11 Apr, '19
Kirsten Erath Barranti
Need a patch between referral report/file billing/"people".
The report and billing show $$$ billed. The contact people will show $0.