REFERENCE GUIDE - Omega Legalomegalegal.com/support/docs/general_docs/Standard_Bill_Formats.pdf · REFERENCE GUIDE Bill Formats ... Format 160: Collection Letter ... 762 05/26/05

REFERENCE GUIDE Bill Formats Version 6.1

Omega Legal Systems, Inc.

7272 E. Indian School Rd., Suite 480

Scottsdale, AZ 85251

Phone 602.522.5000

Fax 602.952.5250

OmegaLegal.com

This document is the sole and exclusive property of Omega Legal Systems, Inc. Any form of reproduction, in whole or in part, electronic or otherwise, without the express written consent of Omega Legal Systems, Inc., is strictly

prohibited by law.

Copyright 2010 Omega Legal Systems, Inc.

All Rights Reserved

Table of Contents

Standard Formats ......................................................................................1 Format 100: Draft – Individual Matter (portrait) .............................................................................3 Format 101: Draft – Individual Matter (landscape)......................................................................11 Format 102: Draft Cover Page – Summary Group (portrait) .......................................................17 Format 103: Draft Cover Page – Summary Group (landscape)..................................................21 Format 110: Bill – Individual Matter ............................................................................................25 Format 110: Bill – Individual Matter – Percentage Group ...........................................................31 Format 111: Bill – Individual Matter with Task Codes.................................................................35 Format 130: Bill Cover Page – Summary Group & Format 112: Bill – Individual Matter in Summary Group..........................................................................................................................41 Format 131: Bill Cover Page – Super Summary Group..............................................................49 Format 140: Combined Stored Bill - Matter ................................................................................53 Format 150: Statement – Individual Matter .................................................................................59 Format 155: Statement Cover Page – Summary Group & Format 151: Statement – Individual Matter in Summary Group...........................................................................................................63 Format 160: Collection Letter......................................................................................................69

Standard Modules ....................................................................................73 Draft Modules..............................................................................................................................73 Individual Matter Bill Modules .....................................................................................................79 Task Code Bill Modules ..............................................................................................................88 Summary Group Bill Modules .....................................................................................................92 Percentage Group (prorated) Bill Modules ...............................................................................100 Collection Letter Modules .........................................................................................................104 Super Summary Modules .........................................................................................................107

Reference Guide – Bill Formats i Rev. 01/15/10

ii Reference Guide – Bill Formats Rev. 01/15/10

Standard Formats Omega offers 14 standard formats you can use to print drafts, bills, statements and collection letters. Available formats include (click each format to view a sample): Drafts:

100: Draft – Individual Matter (portrait)

101: Draft – Individual Matter (landscape)

102: Draft Cover Page – Summary Group (portrait)

103: Draft Cover Page – Summary Group (landscape) Bills:

110: Bill – Individual Matter

111: Bill – Individual Matter with Task Codes

112: Bill – Individual Matter in Summary Group

130: Bill Cover Page – Summary Group

131: Bill Cover Page – Super Summary Group

140: Combined Stored Bill – Matter Statements/Collections:

150: Statement – Individual Matter

151: Statement – Individual Matter in Summary Group

155: Statement – Cover Page – Summary Group

160: Collection Letter

Reference Guide – Bill Formats 1 Rev. 01/15/10

2 Reference Guide – Bill Formats Rev. 01/15/10

Format 100: Draft – Individual Matter (portrait)



Able, Frugal, Successful & OmegaDraft for Work-In-Process Through 1/6/2010

Matter ID: 1000-00001 1Draft Seq #

Page 11/15/2010 12:57:24 PM

Billing Attorney:

Johnson Construction CompanyP.O. Box 8764Los Angeles, CA 90025-8764

11 - Jackson, Andrew Bill Format: 110Billing Cycle: M

Re: Ground Water Rights Violations SuitBilling Comments Internal Comments

Bills must be received by the 15th of month to receive payment in same month

REFERENCE NO.: 769-2220ACASE NO.: 5554-1254

Billing Address(es)Johnson Construction CompanyP.O. Box 8764Los Angeles, CA 90025-8764 Johnson Construction CompanyMr. David Smith68 West 54th StreetSuite 1000New York, NY 10019

Alternate Billing RulesImaging: Print all imagesClient cost code overrides: CR - $50.00 (01/01/2007)

SP - $50.00 (01/01/2007)Billing & Payment Recap

3,100.000.00

2,225.00

Total Billed Fees:Total Billed Costs:

Total Collected:Last Bill:Last Payment:Last Write-Off:

Combined Adv. Deposit Bal.:

Total Billed Interest:Total Billed Retainer:

Fee Adv. Deposit Bal.:Cost Adv. Deposit Bal.:

13,864.009,615.00

0.000.00

Trust Funds 1:Trust Funds 2:Trust Funds 3:Trust Funds 4:

19,483.595,000.00

12/09/05

02/28/05

683,017.7599,490.023,293.16

0.00698,841.85

Aging

91+61-9031-600-30Total Fees Cost Interest RetainerAs of 1/6/2010

WIP & A/R Aging

744.67 0.00 41,256.510.00 0.00 0.00 49,644.79

36,826.50 4,430.01 744.6742,001.1813,814.1335,830.66 0.0049,644.79 0.00

WIPA/R

0.00 0.00

Totals 91,645.97 72,657.16 18,244.14 744.67 0.00 0.00 744.67 0.00 90,901.30

Fee Recap - Actual Hourly Rate

Timekeeper Rate AmountHours Hours Rate Amount Hours Rate Amount

On Hold To Bill

AL 250.003.20 78.13 3.20 250.00 78.13

Able, Frugal, Successful & Omega1/15/2010 12:57:24 PM Page 2Draft for Work-In-Process Through 1/6/2010

Matter ID: 1000-00001 Draft Seq # 1

Timekeeper Rate AmountHours Hours Rate Amount Hours Rate Amount

On Hold To Bill

AL 29,130.00194.20 150.00 194.20 29,130.00 150.00AL 2,310.0013.20 175.00 13.20 2,310.00 175.00AL 2,980.0014.90 200.00 14.90 2,980.00 200.00AL 1,102.504.90 225.00 4.90 1,102.50 225.00GGW 916.503.90 235.00 3.90 916.50 235.00GGW 137.500.50 275.00 0.50 137.50 275.00

234.80 36,826.50 234.80 36,826.50Total WIP Fees

Disbursement Recap by Code

Code To BillAmount On HoldCS 342.01Courier Services 342.01FAX 52.00Fax Charges 52.00FE 144.00Federal Express 144.00FF 525.00Filing Fees 525.00OT 1,345.00Other 1,345.00TE 2,022.00Travel Expenses 2,022.00

4,430.01Total WIP Costs 4,430.01

Total WIP Interest 744.67 0.00 744.67

Total WIP 42,001.18 0.00 42,001.18

Billing Instructions

Bill Fees: ____ Bill Costs: ____Write off Fees: ____ Write off Costs: ____

Do Not Bill: ____ Apply Advance Deposit: All ____ or Other Amount ___________ Send Statement Only: ____

Fee Detail

Fee ID Date AmountHoursAtty Task:Act RateHoldDescription

Prepare opening statement740 03/02/05 AL L140:A101 3.60 200.00 720.00Process gag order on M. Issacsen and family

742 03/04/05 AL L140:A101 2.90 150.00 435.00

Depose Paulette Stoen743 03/07/05 AL L330:A109 1.90 150.00 285.00Submit motion to suppress audio tapes744 03/07/05 AL L140:A104 3.80 150.00 570.00Investigate and develop defense for Clinton Halsey

745 03/14/05 AL L120:A102 6.90 150.00 1,035.00

Submit brief 746 03/18/05 AL L140:A104 4.00 150.00 600.00Depose Sarah Rockfield Senior Geologist for State of Arizona

747 03/21/05 AL L330:A109 3.20 78.13 250.00

Attend conference with Judge Millard Quayle

748 03/24/05 AL L120:A101 3.00 150.00 450.00

Attend subcommittee meeting regardign environmental legislation

749 03/25/05 AL L120:A101 4.60 150.00 690.00

Attend case development and strategy meeting

750 03/31/05 AL L120:A101 3.40 150.00 510.00

Strategy meeting with Principals751 03/31/05 AL L140:A104 1.50 150.00 225.00Depose Dr. Randall Jeters752 04/04/05 AL L330:A109 3.80 150.00 570.00



Fee ID Date AmountHoursAtty Task:Act RateHoldDescriptionTravel to Washington D.C.753 04/07/05 AL L190:A111 8.30 150.00 1,245.00Travel to Chicago to meet with Dr. Thomas Link regarding ability to testify as expert witness

754 04/13/05 AL L190:A111 2.70 150.00 405.00

Court mandated pre-trial meeting755 04/21/05 AL L230:A109 8.00 150.00 1,200.00Depose Dr. Stone Albertson756 04/25/05 AL L330:A109 5.00 150.00 750.00Investigate ground water statutes757 04/27/05 AL L120:A102 4.80 150.00 720.00Prepare and submit motion to Suppress expert testimony

758 05/12/05 AL L140:A101 4.30 150.00 645.00

Prepare Injunctions759 05/12/05 AL L140:A101 2.40 150.00 360.00Attend meeting with Judge Judith Keller and argue merits of Injunctions

760 05/19/05 AL L120:A101 6.00 150.00 900.00

Informal conference with Robert Johnson761 05/26/05 AL L120:A102 4.00 150.00 600.00Depose Randy Meisner (job foreman)762 05/26/05 AL L330:A109 3.80 150.00 570.00Prepare written request for Discovery763 06/20/05 AL L140:A101 3.80 150.00 570.00Depose Florence Barber764 06/22/05 AL L330:A109 2.40 150.00 360.00Attend lie detector test765 06/28/05 AL L120:A101 2.80 150.00 420.00Telephone conference with Steve Atkins.766 07/05/05 AL L110:A102 2.50 150.00 375.00Covenants, Codes & Restrictions.767 07/08/05 AL L110:A102 1.30 150.00 195.00Telephone conference with George Adams.768 07/13/05 AL L110:A102 2.00 150.00 300.00Conference with Steve Young and Jerry Harkens.

769 07/13/05 AL L120:A106 4.70 150.00 705.00

Attend pre-trial meeting 770 07/14/05 AL L120:A101 4.70 150.00 705.00Certificate of Disclosure.771 07/18/05 AL L120:A101 2.60 150.00 390.00Informal conference with Mark Traber and Shirley Breck.

772 07/20/05 AL L120:A102 1.00 150.00 150.00

Prepare alternate opening stataement773 07/20/05 AL L140:A101 3.30 150.00 495.00Memorandum to Jeff Parker.774 07/20/05 AL L120:A102 1.20 150.00 180.00Review of the Turner report.775 07/26/05 AL L140:A104 2.20 150.00 330.00Articles of Incorporation.776 07/27/05 AL L120:A101 4.70 150.00 705.00Prepare for and attend pre-trial status meeting.

777 07/28/05 AL L140:A101 2.20 150.00 330.00

Preparation of preliminary clsing statement778 08/01/05 AL L140:A101 7.20 150.00 1,080.00Review of Addendum C of pre-trail motion to suppress exculpatory evidence

779 08/02/05 AL L140:A104 6.40 150.00 960.00

Review and revise draft copy of opening statement

780 08/03/05 AL L140:A104 3.90 150.00 585.00

Prepare for and attend pre-trial status meeting.

781 08/10/05 AL L140:A101 1.20 150.00 180.00

Office conference with Fred Couples.782 08/10/05 AL L110:A105 4.20 150.00 630.00Conference with Jeffrey Taylor.783 08/18/05 AL L120:A101 5.40 150.00 810.00Meeting with Charlie Taylor.784 08/23/05 AL L120:A102 3.90 150.00 585.00Attend pre-trial meeting 785 08/29/05 AL L120:A101 3.90 150.00 585.00Conference with Joe.786 09/01/05 AL L120:A101 1.20 150.00 180.00Telephone conference with George Jones787 09/01/05 AL L110:A102 1.40 150.00 210.00



Fee ID Date AmountHoursAtty Task:Act RateHoldDescriptionTelephone conference with Steering Committee.

788 09/07/05 AL L110:A102 5.90 150.00 885.00

Budget committee overview.789 09/07/05 AL L120:A101 4.90 150.00 735.00Articles of Incorporation790 09/14/05 AL L120:A101 3.10 150.00 465.00Attend pre-trial status meeting 791 09/21/05 AL L120:A101 3.60 200.00 720.00Telephone conference with Contract committee.

792 09/21/05 AL L110:A102 4.20 200.00 840.00

Office conference with Brian Evans, Derek Jordan and Sherry Stevens.

793 09/26/05 AL L110:A105 3.60 150.00 540.00

Office conference with Joe Smith and Michael Anner.

794 09/28/05 AL L110:A105 4.50 150.00 675.00

Discussion with Mark Jones.795 09/29/05 AL L120:A102 3.60 150.00 540.00Conference with Tom Bock regarding trial preparation

796 09/30/05 AL L120:A106 3.40 150.00 510.00

Meet with J. Bean, G. Cleveland, F. Frank regarding DDC underground storage tak report and other issues with respect to duiligence and discuss 120 day extension

797 10/18/05 GGW L120:A102 0.50 275.00 137.50

Work on amendment to contract regarding various issues; telephone conference with J. Simons regarding removal of tenants.

798 10/28/05 GGW L120:A101 1.40 235.00 329.00

Office conference with G. Washington; review CC&Rs for the Vizor Project.

799 11/02/05 AL L110:A105 1.70 175.00 297.50

Review environmental information received from J. Brown at the City of Houston; telephone conference with H. Johnson regarding review of environmental information

800 11/08/05 GGW L140:A104 2.00 235.00 470.00

Multiple telephone conferences with D. Morris regarding to CC&Rs for Alleghen

801 11/11/05 AL L120:A102 1.30 175.00 227.50

Preparation of Alleghen CC&Rs802 11/14/05 AL L140:A101 3.50 200.00 700.00Revise Amended and Restated Declaration and Additional Lands

12947 11/17/05 AL L140:A104 2.20 175.00 385.00

Prepraration of the Amended and Restated Declaration; preparation of the Notice of Additional Land

804 11/22/05 AL L140:A101 2.30 175.00 402.50

Telephone conference with D. Meril; revise the Amended and Restated Declaration of Covenants and the Alleghen CC&Rs

805 11/23/05 AL L110:A102 5.70 175.00 997.50

Telephone Conference with opposing counsel, G. Wright

806 12/21/05 GGW L110:A102 0.50 235.00 117.50

Telephone conference with opposing attorney

741 02/05/09 AL L110:A102 4.90 225.00 1,102.50

36,826.50 Total Fees 234.80

Disbursement Detail

Date AmountCost ID HoldTask:ActDescription/Payee

Able, Frugal, Successful & Omega

Matter ID: 1000-00001Draft for Work-In-Process Through 1/6/2010

Page 51/15/2010 12:57:24 PM

Draft Seq # 1

Filing Fees; Clerk of the Court8 04/06/05 E124: 225.00Filing Fees; Clerk of the Court9 04/06/05 E124: 300.00Corporate filings ; Secretary of State10 04/07/05 E112: 1,345.00Corporate filings ; Secretary of State11 04/07/05 E112: 0.00Travel Expenses; Travel to Washington, DC ; American Express

12 04/07/05 E110: 1,344.00

Travel Expenses; Travel to Chicago ; American Express13 04/07/05 E110: 678.00Courier Services; United Parcel Service14 05/02/05 E107: 21.67Courier Services; United Parcel Service15 05/02/05 E107: 45.22Courier Services; United Parcel Service16 05/02/05 E107: 76.00Courier Services; United Parcel Service17 05/02/05 E107: 26.00Federal Express; United Parcel Service18 05/02/05 E108: 50.00Federal Express; United Parcel Service19 05/02/05 E108: 34.00Fax Charges20 07/26/05 E104: 16.00Federal Express21 08/03/05 E108: 60.00Fax Charges22 08/10/05 E104: 12.00Courier Services23 08/18/05 E107: 22.00Fax Charges24 09/22/05 E104: 24.00Courier Services; American Express4700 12/22/05 E107: 135.67Courier Services; United Parcel Service4684 01/15/07 E107: 15.45

Total Disbursements 4,430.01


Format 101: Draft – Individual Matter (landscape)



Able, Frugal, Successful & OmegaDraft for Work-In-Process Through 12/10/2009

Matter ID: 2003-00001 1Draft Seq #

Page 112/16/2009 2:46:09 PM

Billing Attorney: 5 - Adams, Abigail S.

Summary Group: PMC

Bill Format:Billing Cycle: M

112 - Bill - Individual Matter in Summary Group

Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118

Re: 3269 E. Granite Road PropertyBilling Comments Internal Comments

Bills must be received by the 15th of the month to receive payment in the same month

Tax ID # 05-0452365

Billing Address(es)Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118Phillip Morris CorporationMr. David Smith68 West 54th StreesSuite 1001New York, NY 10019

Alternate Billing RulesBilling Discount: 5%Imaging: Print images based on rules

Billing & Payment Recap

300.000.000.00

Total Billed Fees:Total Billed Costs:

Total Collected:Last Bill:Last Payment:Last Write-Off:

Combined Adv. Deposit Bal.:

Total Billed Interest:Total Billed Retainer:

Fee Adv. Deposit Bal.:Cost Adv. Deposit Bal.:

5,500.000.000.000.00

Trust Funds 1:Trust Funds 2:Trust Funds 3:Trust Funds 4:

73.331,540.66

497.0011/1/199912/9/2009

1/30/2004

6,117.00312.19

1,827.450.00

1,540.66



WIP & A/R Aging

91+61-9031-600-30Total Fees Costs Interest Retainer

Aging

As of 12/10/2009

73.33 0.00 2,927.660.00 0.00 0.00 6,218.98

2,781.00 2,045.00 219.995,045.99201.534,190.00 1,827.456,218.98 0.00

WIPA/R

0.00 2,045.00

11,264.97 6,971.00 2,246.53 2,047.44 0.00 2,045.00 73.33 0.00 9,146.64Totals

Fee Recap - Actual Hourly Rate

Timekeeper Rate AmountHours Hours Rate Amount Hours Rate AmountOn Hold To Bill

AL 1,275.008.50 150.00 8.50 1,275.00 150.00GGW 936.003.60 260.00 1.20 312.00 2.40 624.00260.00 260.00MDW 210.001.20 175.00 1.20 210.00 175.00TAJ 360.001.80 200.00 1.80 360.00 200.00

15.10 2,781.00 1.20 312.00 13.90 2,469.00Total WIP Fees

Disbursement Recap by CodeCode To BillAmount On HoldCOPY 255.00Copy Charges 255.00 0.00CS 125.00Courier Services 125.00 0.00EX 0.00Expert Witnesses 1,500.00 1,500.00FAX 15.00Fax Charges 15.00 0.00

FF 150.00Filing Fees 150.00 0.00

2,045.00Total WIP Costs 1,500.00 545.00

Total WIP Interest 219.99 0.00 219.99Total WIP 5,045.99 1,812.00 3,233.99

Billing Instructions

Bill Fees: ______ Bill Costs: ______Write off Fees: ______ Write off Costs: ______

Send Statement Only: ______Do Not Bill: ______ Apply Advance Deposit: All ______ or Other Amount ____________________

Fee DetailFee ID Date AmountHoursAtty Task:Act RateHoldDescription

13027 12/06/05 AL Investigate and develop defense for Clinton Halsey L120:A102 5.50 150.00 825.00


Matter ID: 2003-00001 Draft Seq # 1Fee ID Date AmountHoursAtty Task:Act RateHoldDescription

1163 12/08/05 GGW Revised Statutes Section 42-505 with respect to prime contractor and payment of sales tax

L140:A103 1.00 260.00 260.00

1164 12/09/05 MD Meet with G. Forman re formation of The Zany II Group L120:A106 1.20 175.00 210.00

13028 12/15/05 AL Depose George Smith L330:A109 1.50 150.00 225.00

13029 12/16/05 AL Strategy meeting with principals L110:A104 1.50 150.00 225.00

13032 12/20/05 GGW Prepare for and attend pre-trial status meeting L110:A101 H 1.20 260.00 312.00

13033 12/27/05 GGW Telephone conference with George Smith L110:A108 1.40 260.00 364.00

1165 12/29/05 TAJ Three telephone conferences with P. Mullay regarding legal description and title vesting problems

L110:A108 1.80 200.00 360.00

2,781.00 Total Fees 15.10

Disbursement DetailDate AmountCost ID HoldTask:ActDescription/Payee12/09/09 Copy Charges; copy charges E101: 5.004744

12/09/09 Expert Witnesses; Expert witness for trial E119: H 1,500.004746

12/09/09 Fax Charges; Fax Charges E104: 15.004748

12/09/09 Filing Fees; Jensen Court Reporters E112: 150.004750

12/09/09 Copy Charges; Jasper Printing E101: 250.004752

12/09/09 Courier Services; Federal Express E107: 125.004754



Format 102: Draft Cover Page – Summary Group (portrait)




Primary Matter ID: 2003-00001

Billing Attorney:


5 - Adams, Abigail S.

Summary PMC

Billing Comments Internal CommentsBills must be received by the 15th of the month to receive payment in the same month

Tax ID # 05-0452365

Summary Group List by Client

BalanceCosts TotalFeesTotalWIPForward Interest Retainer

Adv. Balance

2003 - Phillip Morris Corporation9,452.97 300.002,469.00 545.00 3,233.99219.99-00001 .003269 E. Granite 6,218.98

412.50 .00412.50 .00 412.50.00-00002 .00Teen Clubs of .004,190.00 .003,475.00 715.00 4,190.00.00-00005 .00Broken Promises .00

14,055.47 300.006,356.50 1,260.00 7,836.496,218.98 219.99Totals for Client 2003 0.00

300.00Group Totals 6,356.50 1,260.00 7,836.496,218.98 219.99 0.00 14,055.47


Format 103: Draft Cover Page – Summary Group (landscape)




Primary Matter ID: 2003-00001

Billing Attorney: 5 - Adams, Abigail S. Summary Group:PMC


Billing Comments Internal CommentsTax ID # 05-0452365 Bills must be received by the 15th of the month to receive payment in the

same month

Summary Group List by Client

BalanceCosts TotalFeesTotalWIPForward Interest Retainer

Adv. Dep.Balance

2003 - Phillip Morris Corporation

9,437.97 300.002,469.00 530.00 3,218.99219.99-00001 .003269 E. Granite Road Property 6,218.98412.50 .00412.50 .00 412.50.00-00002 .00Teen Clubs of America-- Tax Preparation .00

4,190.00 .003,475.00 715.00 4,190.00.00-00005 .00Broken Promises .0014,040.47 300.006,356.50 1,245.00 7,821.496,218.98 219.99Totals for Client 2003 0.00

14,040.47 300.00Group Totals 6,356.50 1,245.00 7,821.496,218.98 219.99 0.00


Format 110: Bill – Individual Matter



Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567

Denver Trucking98237 N Rutledge Way#145Tolleson, AZ 85353

January 9, 2010Invoice 527-1

ID: 8004-00001 - ASA

Re: Blackburn Farms

For Services Rendered Through January 9, 2010

Previous Balance 3,319.48Payments -975.00Reversals -262.50Advanced Deposit Applied -2,000.00Balance Forward 81.98Current Fees 2,057.50Current Disbursements 188.17Current Interest 147.93Courtesy Discount -102.88Advanced Deposit Applied -1,500.00Total Current Charges 790.72

Total Due 872.70

Advanced Deposit Balance 1,500.00

Open InvoicesInvoice Original

NumberPayments

BalanceDateInvoice

Amount and Credits

08/03/01 1864 277.72 25.00252.7208/02/02 2311 352.00 37.50314.5002/05/03 2571 49.31 19.4829.83

81.98679.03Totals 597.05


Denver Trucking January 9, 2010

Re: Blackburn FarmsI.D. 8004-00001 - ASA Invoice 527-1

Page 2

Fee RecapRate/Hour AmountHours

George Washington 510.001.70 300.00PartnerAbraham Lincoln 1,085.006.20 175.00PartnerMartha D. Washington 262.502.50 105.00PartnerAbraham Lincoln 200.003.20 62.50Partner

13.60 2,057.50Totals

FeesDate Description AmountRateAtty Hours

Telephone call with client re: court date 01/08/02 262.50105.00MDW 2.50Draft loan documents, including deed of trust, promissory note, continuing guaranty and environmental certificate

11/01/05 200.0062.50AL 3.20

Telephone conference with W. Underwood regarding tenant signature and acknowledgement set up for SNDA; prepare signature/acknowledgment page for tenant and fax same to W. Underwood; review loan commitment and other documents received from First Denver Realty; office conferences with G. Washington regarding preparatioin of loan documents and questioins concerning same.

11/02/05 437.50175.00AL 2.50

Review and revise draft loan documents; review and revise e-mail message to W. Schmeeckle; locate Nevada UCC-1 financing statements and filing instructions on Nevada Secretary of State Web site; e-mail message to W. Schmeeckle regarding transmittal of draft loan documents; letter to W. Underwood regarding additional information needed; e-mail messages from and to W. Schmeeckle regarding loan terms.

11/03/05 245.00175.00AL 1.40

Telephone conference with N. Reithberg rregarding License Agreement; preparation of License Agreement

11/03/05 402.50175.00AL 2.30

Telephone conference with M. Pearl re deed recordation; draft lease agreement

12/07/05 510.00300.00GGW 1.70

Total Fees 13.60 2,057.50

DisbursementsDate Description Amount

21.67Courier Services; United Parcel Service05/02/0522.00Courier Services08/18/05

144.50monthly storage fees; Valley Storage12/15/05

Total Disbursements 188.17


Denver Trucking January 9, 2010

Re: Blackburn FarmsI.D. 8004-00001 - ASA Invoice 527-1

Page 3

Total Fees and Disbursements 2,245.67

Interest 147.93Courtesy Discount -102.88Advanced Deposit Applied -1,500.00Total Current Charges 790.72Balance Forward 81.98Total Amount Due 872.70


Format 110: Bill – Individual Matter – Percentage Group




Johnson Construction CompanyPO Box 528555Mesa, AZ 85275-2841

January 7, 2010Invoice 539-1

ID: 1000-00061 - AL

Re: Western Region


Balance Forward 739.84Current Fees 1,879.50

50 % of 3,759.00Current Disbursements 34.88

50 % of 69.75Total Current Charges 1,914.38

Total Due 2,654.22


NumberPayments

BalanceDateInvoice

Amount and Credits

12/30/05 3119-1 1,533.00 739.84793.16

739.841,533.00Totals 793.16


Johnson Construction Company January 7, 2010

Re: Western RegionI.D. 1000-00061 - AL Invoice 539-1

Page 2


Abraham Lincoln 2,400.0012.00 200.00PartnerMartha D. Washington 714.006.80 105.00PartnerJohn Q. Adams 645.004.30 150.00Associate

23.10 3,759.00Totals


Covenants, Codes & Restrictions.07/21/05 645.00150.00JQA 4.30Memorandum to the Accounting committee.08/30/05 440.00200.00AL 2.20Office conference with Michael Anderson re new multi office setup

09/13/05 960.00200.00AL 4.80

Addendum C reviewed with Tom Owens.09/15/05 378.00105.00MDW 3.60Office conference with Joe Smith, Tom Reed and Steve Reading.09/20/05 1,000.00200.00AL 5.00Meeting with Steve Jones, to discuss contract issues.09/27/05 336.00105.00MDW 3.20

Total Fees 23.10 3,759.00


24.75Copy Charges 45.00Courier Services; Overnight Delivery09/30/05



Total Current Charges 1,914.38Balance Forward 739.84Total Amount Due 2,654.22


Format 111: Bill – Individual Matter with Task Codes



Attn: Mike JonesJohnson Construction Company3499 N Central AvenuePhoenix, AZ 85004

January 12, 2010Invoice 544

ID: 1000-00000 - AAJ

Re: General


Previous Balance 113,190.65Payments -30,000.00Adjustments -8,000.00Reversals -24,075.72Advanced Deposit Applied -1,000.00Balance Forward 95,114.93Current Fees 7,947.50Current Disbursements 249.43Current Interest 1,679.40Courtesy Discount -397.38Advanced Deposit Applied -2,500.00Total Current Charges 6,978.95

Total Due 77,093.88

Advanced Deposit Balance 2,500.00

17,979.95Trust Balance


Attn: Mike Jones January 12, 2010

Re: GeneralI.D. 1000-00000 - AAJ Invoice 544

Page 2

FeesDate Description AmountHoursAtty Task:Act Rate

Telephone conference with S. Adams; review information regarding foreign limited liability company

10/27/05 125.000.50GGW L120:A107 250.00

Telephone conference with J. Bleythe regarding Notice of Default to Starling.

11/01/05 460.002.30AL L120:A107 200.00

Telephone conference regarding ordering certificate of good standing

11/02/05 117.500.50GGW L120:A107 235.00

Telephone conference with W. Johnson regarding revised contract; various discussions with other attorneys regarding drafting of provision and strategic issues related thereto.

11/02/05 325.001.30GGW L120:A107 250.00

Telephone conference with m. Parcel regarding Scottsdale; telephone conference with D. Beers

11/07/05 180.000.90AL L120:A107 200.00

Telephone conference with B. Williams regarding purchase of product from Johnson by owner-operator; review Johnson Owner-Operator Agreement and statute governing Owner-Operator Agreement.

11/07/05 240.001.20AL L120:A107 200.00

Review Norwest Lease regarding expansion; telephone conference with B. Johnson to discuss same

11/24/05 595.003.40AL L140:A104 175.00

Telephone conference with B. Johnson regarding sale of property in Green Valley

11/25/05 160.000.80AL L120:A107 200.00

Telephone conference with Bob regarding Johnson's Owner-Operator Agreement; review Owner-Operator Agreement regarding tie-in to product purchase

11/28/05 760.003.80AL L120:A107 200.00

Telephone conference with Tom Lincoln and his Accounting staff.

12/12/05 1,755.007.80AL L120:A107 225.00

Telephone conference with Bob Schelling.12/20/05 517.502.30AL L120:A107 225.00Telephone conference with J. Jackson re issues raised by buyer; work on revisions to first amendment

12/21/05 350.001.40GGW L120:A107 250.00

Office conference with the Contract Committee.12/22/05 967.504.30AL L110:A102 225.00Meeting with Greg Brady and Steve Wolcott.12/23/05 1,395.006.20AL L110:A102 225.00

Total Fees 36.70 7,947.50

DisbursementsDate Description AmountTask Units @ Cost

226.43E101 Copy Charges23.00E10202/25/06 Client Portion of Settlement; Jasper Printing0.00E10206/25/09 Client Portion of Settlement



Attn: Mike Jones January 12, 2010

Re: GeneralI.D. 1000-00000 - AAJ Invoice 544

Page 3

Fee Recap by Task CodeRate/Hour AmountHours

Abraham Lincoln 2,362.5010.50 225.00L110George Washington 800.003.20 250.00L120George Washington 117.500.50 235.00L120Abraham Lincoln 2,272.5010.10 225.00L120Abraham Lincoln 1,800.009.00 200.00L120Abraham Lincoln 595.003.40 175.00L140

36.70 7,947.50

Disbursement Recap by Task CodeTask AmountDescription

226.43E101 Copying23.00E102 Outside printing

249.43Total Disbursements


Interest 1,679.40Courtesy Discount -397.38Advanced Deposit Applied -2,500.00Total Current Charges 6,978.95Balance Forward 70,114.93Total Amount Due 77,093.88


Format 130: Bill Cover Page – Summary Group &

Format 112: Bill – Individual Matter in Summary Group




Hair Glamor Salon123 Main StreetScottsdale, AZ 85250

December 29, 2009Invoice 537

ID: 1234C1- AAJ

For Services Rendered Through March 31, 2009

Your retainer for $1000 has been received. It will be applied to your next bill.

Billing Summary

Charges Dueand Adj.Payments

Applied CurrentPrev Bal DiscountCurrent Total AmountAdvance

3,501.600.000.00 3,501.600.00 3,501.60 0.00General-00001457.500.00737.50 1,195.000.00 457.50 0.00Tammy Wright - -00002

2,889.200.000.00 2,889.200.00 2,889.20 0.00Joyce Miller-000031,353.700.000.00 1,353.700.00 1,353.70 0.00Delaware -00004

8,202.00 8,939.50Client Totals 0.00 8,202.00 0.00737.50 0.00

Open InvoicesInvoice PaymentsDate Number Amount and Credits Balance

Original

04/03/01 1636 737.50 737.500.00

737.50.00737.50Totals


Hair Glamor Salon December 29, 2009

Re: GeneralI.D. 1234-00001 - AAJ Invoice 537-1

Page 1


Meeting with client regarding corporation setup; prepare draft corporate by-laws

10/12/05 1,125.00150.00FFP 7.50

Meeting with client to review draft by-laws; make revisions to same

10/13/05 300.00150.00FFP 2.00

Attend first Board Meeting of new corporation10/18/05 375.00150.00FFP 2.50Prepare minutes from Board meeting10/19/05 360.00150.00FFP 2.40Transcribe corporate minutes10/19/05 525.00350.00ASA 1.50Draft certificate of representation.10/20/05 45.00150.00FFP 0.30Telephone conference with client re Board Meeting discussions.10/20/05 30.00150.00FFP 0.20Prepare and review employment contract.11/08/05 40.00100.00BPB 0.40Review file; draft letter to T. Martin re current employee information.

11/08/05 75.00150.00FFP 0.50

Revise licensing agreement12/29/05 600.00300.00GGW 2.00

Total Fees 19.30 3,475.00


5.00Copy Charges 21.60Computer Research10/31/05



Total Current Charges 3,501.60



Re: Tammy Wright - Employment DisputeI.D. 1234-00002 - AAJ Invoice 537-2

Page 1


Review file.10/12/05 52.50175.00AAJ 0.30Legal research; review and execute order to show cause documents

10/12/05 245.00175.00AAJ 1.40

Telephone conference with T. Martin re progress.10/12/05 70.00175.00AAJ 0.40

Total Fees 2.10 367.50


90.00Filing Fees; U.S. Superior Court11/20/02


Total Fees and Disbursements 457.50

Total Current Charges 457.50Balance Forward 737.50Total Amount Due 1,195.00



Re: Joyce MillerI.D. 1234-00003 - AAJ Invoice 537-3

Page 1


Travel to Albany to meet with client10/18/05 580.00100.00RBH 5.80Meeting with Joyce Miller regarding election of Board Members and revising corporate by-laws.

10/18/05 750.00100.00RBH 7.50

Travel back to Atlanta10/18/05 580.00100.00RBH 5.80Transcribe report to Ms. Miller pertaining to 4/17 meeting10/19/05 525.00150.00RSC 3.50

Total Fees 22.60 2,435.00


450.00Travel Expenses; Travel to/from Albany for corporate meetings; American Express10/25/054.20Copy Charges






Re: Delaware IncorporationI.D. 1234-00004 - AAJ Invoice 537-4

Page 1


Meeting with client to discuss requirements of establishing a Delaware corporation

10/20/05 412.50165.00JJM 2.50

Transcribe report regarding Delaware corporation10/21/05 195.00150.00RSC 1.30Dictate report for client regarding Delaware corporation10/21/05 214.50165.00JJM 1.30Meeting with M. Langley and H. Thomas regarding Board member applications

10/21/05 144.5085.00WHH 1.70

Prepare licensing agreement re Benny Hill product line12/09/05 360.00300.00GGW 1.20

Total Fees 8.00 1,326.50


11.20Copy Charges; Report copies 16.00Fax Charges





Format 131: Bill Cover Page – Super Summary Group




Blanche Hover5556 N. Broadway DriveDenver, CO 80220

January 12, 2010

ID: 9000SS - WJC


Billing Summary by ClientPayments Current Advance Total Amount

Prev Bal and Adj. Charges Discount Applied Current Due

Denver Trucking0.002,393.603,681.98 444.483,237.50 2,393.60 0.00Blackburn Farms0.000.00300.00 300.000.00 0.00 0.00Refinance of 0.00 744.483,237.50 2,393.60 2,393.603,981.98 0.00Totals for Denver Trucking

Shelton and Associates0.000.00595.00 595.000.00 0.00 0.00General0.000.003,933.54 3,933.540.00 0.00 0.00Baby Blanche 0.000.00438.99 438.990.00 0.00 0.00Sale of Paradise 0.00 4,967.530.00 0.00 0.004,967.53 0.00Totals for Shelton and

Associates

Group Totals 8,949.51 3,237.50 2,393.60 0.00 2,393.60 0.00 5,712.01

Open Invoices

Invoice Original PaymentsDate Number Amount and Credits Balance

08/03/01 1864 277.72 25.00252.7208/02/02 2311 352.00 37.50314.5002/05/03 2571 49.31 19.4829.8312/31/05 413 360.00 300.0060.0012/17/09 528-1 595.00 595.000.0004/03/01 1660 2,110.45 1,531.12579.33


Blanche Hover January 12, 2010Page 2Invoice

Invoice Original PaymentsDate Number Amount and Credits Balance

06/05/03 2737 2,008.48 2,008.480.0012/17/09 528-2 393.94 393.940.0006/05/03 2738 534.60 438.9995.61

5,349.511,331.996,681.50

Format 140: Combined Stored Bill - Matter




Zany Productions, Inc.PO Box 12222Tucson, AZ 85725

January 14, 2010Invoice 1070 - 2093

ID: 3000-00001 - GGWRe: Purchase of Arcane Productions

22,688.00Current Fees1,104.25Current Disbursements

Current Interest 1,483.6025,275.85Total Current Charges

Advance Deposit Applied -75.00Total Current Due 25,200.85


George Washington 18,720.0062.40 300.00PartnerLaura W. Bush 320.001.60 200.00PartnerLaura W. Bush 306.001.80 170.00PartnerNancy D. Regan 180.001.20 150.00PartnerGeorge Washington 616.004.40 140.00PartnerMartha D. Washington 651.006.20 105.00PartnerAbigail S. Adams 945.002.70 350.00AssociateRonald W. Regan 775.003.10 250.00AssociateAndrew Jackson 175.001.40 125.00Law Clerk

84.80 22,688.00Totals

DisbursementsDescription Amount

600.00Private Investigations156.35Long Distance65.40Courier Services

150.00Filing Fees41.00Federal Express


Zany Productions, Inc. January 14, 2010

Re: Purchase of Arcane ProductionsInvoice 1070 I.D. 3000

Page 2Description Amount

41.50Copy Charges50.00Travel Expenses


FeesAmountDate Atty Description Hours Rate

12/22/99 ASA Conference call with social worker re results of initial interview with both parties.

1.50 350.00 525.00

12/27/99 ASA Telephone call with client re support issues and custody agreements.

1.20 350.00 420.00

01/04/00 NDR Review of reports for Social Worker; meeting with client. 1.20 150.00 180.0001/05/00 GGW Review of agreement between parties; telephone call with client re

same. 2.30 140.00 322.00

01/14/00 GGW Conference with family counselor; telephone call to client. 2.10 140.00 294.0003/31/00 LWB Preparation of Articles of Incorporation; conference with client re

purchase 1.80 170.00 306.00

04/12/01 AL Travel to client offices; meeting re: case status 2.50 300.00 750.0004/20/01 MDW Telephone call with client regarding accident 1.50 105.00 157.5004/26/01 GGW Telephone conference with client regarding motion 0.30 300.00 90.0005/02/01 AL Preparation of motion 3.20 300.00 960.0005/02/01 AL Medical document review 1.20 300.00 360.0005/03/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0005/04/01 GGW Review and revise lease agreement; telephone conference with

American Leasing Corp. 1.20 300.00 360.00

05/07/01 AL Memo to file re: conversation with Douglas Mast 0.70 300.00 210.0005/08/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0005/10/01 AL Preparation of motion 3.20 300.00 960.0005/10/01 GGW Telephone conference with client 0.50 300.00 150.0005/14/01 GGW Telephone conference from client regarding potential witnesses 0.60 300.00 180.0005/18/01 GGW Travel to client offices; meeting re: case status 2.50 300.00 750.0005/21/01 MDW Telephone call with client regarding accident 1.50 105.00 157.5006/01/01 AL Review and revise new loan documents; telephone conference

with client re same 2.50 300.00 750.00

06/01/01 AAJ Telephone conversation with client re: tax matter 0.70 125.00 87.5006/05/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0006/06/01 GGW Review and revise lease agreement; telephone conference with

American Leasing Corp. 1.20 300.00 360.00

06/07/01 RWR Preparation for trial 3.10 250.00 775.0006/08/01 GGW Legal research re: pending cases of water contamination suits 2.30 300.00 690.0006/11/01 GGW Office conference with company directors re: pending lawsuit 2.50 300.00 750.0006/12/01 GGW Preparation of motion 3.20 300.00 960.00


Zany Productions, Inc. January 14, 2010

Re: Purchase of Arcane ProductionsInvoice 1070 I.D. 3000

Page 3AmountDate Atty Description Hours Rate

06/12/01 GGW Review of file; preparation of correspondence to client 0.90 300.00 270.0006/14/01 AL Travel to client offices; meeting re: case status 2.50 300.00 750.0006/18/01 GGW Review of file; preparation of correspondence to client 1.30 300.00 390.0006/22/01 AL Telephone conversation with client 0.10 300.00 30.0006/29/01 GGW Preparation of motion 3.20 300.00 960.0007/03/01 AL Preparation of motion 3.20 300.00 960.0007/03/01 MDW Review of file; preparation of motion 1.60 105.00 168.0007/05/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0007/09/01 AL Review of file; preparation of correspondence to client 0.90 300.00 270.0007/10/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0007/11/01 AL Office conference with company directors re: pending lawsuit 2.50 300.00 750.0007/11/01 GGW Telephone conference with client 0.50 300.00 150.0007/13/01 GGW Telephone conference from client regarding potential witnesses 0.60 300.00 180.0007/18/01 AL Review of file; preparation of correspondence to client 1.30 300.00 390.0007/20/01 AL Attendance at hearing 4.20 300.00 1,260.0007/23/01 GGW Telephone conversation with client 0.10 300.00 30.0008/02/01 GGW Preparation of motion 3.20 300.00 960.0008/03/01 MDW Review of file; preparation of motion 1.60 105.00 168.0008/03/01 AAJ Telephone conversation with client re: tax matter 0.70 125.00 87.5008/07/01 AL Review of file; preparation of correspondence to client 0.90 300.00 270.0008/08/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0009/14/01 LWB Review of file; preparation of motion 1.60 200.00 320.0009/17/01 AL Review of file; preparation of correspondence to client 1.30 300.00 390.00

Total Fees 84.80 22,688.00


Long Distance 156.35 Federal Express 41.00 Copy Charges 41.50 Private Investigations 600.0012/22/99Courier Services 65.4012/28/99Filing Fees 30.0012/29/99Filing Fees 120.0012/31/99Travel Expenses; to Denver ; American Express 50.0008/01/00



Format 150: Statement – Individual Matter




Abigail Industries1223 Indian Dr.Mesa, AZ 85202

December 14, 2009Statement

ID: 3100-00001 - AL

Re: General Matters of Counsel

Aged Accounts Receivable0-30 31-60 61-90 91+ Total Due

2,958.30Totals 0.00 0.00 0.00 2,958.30


NumberPayments

BalanceDateInvoice

Amount and Credits

10/28/05 3201 1,285.80 1,285.800.00

12/30/05 3203 1,672.50 1,672.500.00

2,958.302,958.30Totals 0.00


Format 155: Statement Cover Page – Summary Group &

Format 151: Statement – Individual Matter in Summary Group



Able, Frugal, Successful & Omega3875 N. 44th St.

Suite 200Phoenix, AZ 85018

(602) 952-5240Fed. Tax I.D. #12-1234567

Media Solutions, Inc.542 W. Cactus Rd.Phoenix, AZ 85018

January 28, 2010Statement

ID: MS01- AL


Total 2,160.00 0.00 807.50 2,607.25 5,574.75

Open InvoicesInvoice PaymentsDate Number Amount and Credits Balance

Original

10/30/09 556 3,532.25 2,607.25925.0011/30/09 555 1,307.50 807.50500.0001/28/10 552 6,107.50 1,993.504,114.00

01/28/10 553 2,252.50 166.502,086.00

5,574.757,625.0013,199.75Totals


Media Solutions, Inc. January 28, 2010

Re: Purchase of Production SolutionsI.D. 8501-00001 - AL Statement

Page 1


2,886.75Totals 1,379.00 0.00 27.50 1,480.25


NumberPayments

BalanceDateInvoice

Amount and Credits

10/30/09 556-1 1,830.25 1,480.25350.0011/30/09 555-1 227.50 27.50200.0001/28/10 552-1 2,996.50 1,212.501,784.0001/28/10 553-1 1,382.50 166.501,216.00

2,886.756,436.75Totals 3,550.00


Media Solutions, Inc. January 28, 2010

Re: Acquisition of Home Media SolutionsI.D. 8501-00002 - AL Statement

Page 1


2,688.00Totals 781.00 0.00 780.00 1,127.00


NumberPayments

BalanceDateInvoice

Amount and Credits

10/30/09 556-2 1,702.00 1,127.00575.0011/30/09 555-2 1,080.00 780.00300.0001/28/10 552-2 3,111.00 781.002,330.00

2,688.005,893.00Totals 3,205.00


Format 160: Collection Letter




Johnson Construction CompanyAttn: Kevin Mitchell1925 East Broadway Road, Suite 400Tempe, AZ 85283-1009

January 13, 2010

Dear Mr. Mitchell,

Client: 1000

The firm currently has the following unpaid invoice(s) with Omega Legal Systems. If you need a copy of an invoice, let me know and I will fax it to you. If payment has already been sent, please disregard this notice. Thank you.

Open Invoices

MatterInvoice InvoiceDate Number

Original PaymentsAmount and Credits Balance

07/30/04 3102 41,193.66 26,071.351000-00000 15,122.3110/29/04 3106 17,214.06 16,704.061000-00000 510.0012/11/09 3117 38,594.95 27,339.521000-00000 11,255.43

97,002.67 70,114.9326,887.74Total for matter 1000-00000

07/30/04 3103 20,075.79 17,779.461000-00001 2,296.33

09/30/04 3105 13,391.74 12,381.741000-00001 1,010.0002/28/05 3109 19,483.59 19,483.591000-00001 0.00

52,951.12 49,644.793,306.33Total for matter 1000-00001

09/01/05 502 2,411.00 2,411.001000-00033 0.0011/03/05 3118 5,678.50 3,628.501000-00033 2,050.0012/09/05 3120 2,270.00 2,270.001000-00033 0.00

10,359.50 8,309.502,050.00Total for matter 1000-00033

Totals 128,069.2232,244.07160,313.29

If you have any questions, there are any problems with the invoice(s), or if you need to change any contact information, please contact Martha Grimes at (602) 952-1234 or via email at [email protected]. Thank you.


Standard Modules There are 120 standard modules you can use to customize your bill formats. Several of these modules provide variations of the same data. For example, there may be three Cost modules, each displaying the same data but in a different manner. The following tables provide a sample of each module along with the module ID, name and description.

Draft Modules This table contains samples of modules you can use when building your draft formats. Most of the modules listed can be presented in either portrait or landscape orientation (the corresponding landscape draft module ID’s are in parentheses).

Module ID

Name and Description

272 (411)

Draft – Matter Information. This module prints the matter address and internal/billing comments.

303 (412)

Draft – Billing Addresses. This module prints only if there is more than one address selected to receive bills or statements.

360 (413)

Draft – Alternate Billing Rules. This module prints alternate billing rules if they exist.


Module Name and Description ID

268 (420)

Draft – Billing & Payment Recap. This module prints billed amounts along with payment and write off amounts as well as advance deposit and trust balances.

269 (421)

Draft – WIP & A/R Aging. This module shows WIP & A/R Aging information with 4 aging buckets.

270 (414)

Draft – Timekeeper Fee Recap by Actual Rate. This module groups information by timekeeper and actual rate.

271 (415)

Draft – Cost Recap by Code. This module provides a recap of costs by cost code.



388 (416)

Draft – Int, Retainer, Total WIP. This module prints Interest, Retainer, and Total WIP.

256 (417)

Draft – Billing Instructions. This module provides the ability to select specific billing instructions.

264 (418)

Draft – Fee Detail in Date Order. This module prints the fee ID, date, attorney initials, description, task/activity codes, hold information, hours, rate and amount.



265 Draft – Fee Detail grouped by Billable Status. This module prints the fee details that are grouped by billable status (applies only if the system is set to allow non-billable time entries on billable matters).

510 Draft – Fee Detail – Two Line Alternate Format. This module prints fee detail with the description on the second line.



267 (419)

Draft – Cost Detail in Date Order. This module prints cost ID, date, description/CC/payee, task/activity codes, hold status and amounts.

367 Draft – Cost Detail Combined by Code. This module combines the cost detail information by code, based on table settings.

166 Draft – Multiple Matter Stats. This module prints split stat group members with their percentages.

356 (503)

Draft – Summary Group Info. This module prints group bill address and internal/billing comments from the primary matter of the billing group.



355 (504)

Draft – Summary Group List. This module provides a list of matters in a group along with billing information.


Individual Matter Bill Modules This table contains samples of the modules you can use for individual matter bill formats.

Module ID


9001 Letterhead – Matter Bill. This module prints the standard letterhead for matter bills.

361 Billing Addresses for Bill. This module is used to denote CC addresses.

332 A/R Aging (Detailed). This module provides A/R aging information broken down by fees, costs, interest or retainer.

275 A/R Aging (Totals Only). This module provides A/R aging information without fees, cost interest, retainer or detail.



274 Open Invoices. This module prints a listing of the open invoices for a particular matter.



515 Open Invoices. This module prints a listing of the open invoices, including paid invoices.

221 Balance Forward Summary. This module prints previous balance, payments, adjustments, reversals and advanced deposit applied information.



225 Current Billing Summary w/ Total Due. This module prints current charges with total due and advanced deposit/trust balances.

110 Page Break – w/ Header. This module prints a page break that displays the second page header.

365 Page Break – No Header. This module prints a page break that does not display the second page header. There is no image available as no information displays at the top of the page.

433 Page Break – w/ Header (validate fees). This module prints a page break that ensures that there are fees before bringing up a new page. The image that appears is the same as module 110.

432 Page Break – w/ Header (validate f or c). This module prints a page break that ensures that there are fees or costs before bringing up a new page. The image that appears is the same as module 110.

239 Timekeeper Fee Recap – Actual Rate. This module prints fee recap information sorted by Status code (ascending order).



240 Timekeeper Fee Recap – Average Rate. This module prints fee recap information sorted by Status code (ascending order).

234 Fees – Block Print. This module prints fee detail in one large block with individual entries separated by a semicolon.



235 Fees – Date, Init, Desc, Hrs, Rate, Amt. This module prints fee detail with date, attorney initials, description, hours, rate and amount.

512 Fees – Date, Init, Desc, Hrs, Amt. This module prints fee detail with date, attorney initials, description, hours and amount.

386 Costs – Comb. By Code based on table. This module combines costs by like code based on table settings.



238 Costs – Combined by Code (override table). This module combines costs by code regardless of the table setting.

237 Costs – Combined by Description. This module combines costs by cost code description.

236 Costs – Not combined. This module prints individual cost items in date order.



364 Costs – Images. This module prints when scanned cost images are available. You must have the Imaging ancillary installed on your system in order to view the information shown in this module.

405 Discount, A/D Appl, Current & Total Due. This module prints any discounts, applied advanced deposits, current charges and total due.

408 Payment Activity. This module details the payment activity by type.

319 Advanced Deposit Activity. This module prints the advanced deposit beginning balance,

activity and ending balance.

409 Trust and Advanced Deposit Activity. This module prints trust and advanced deposit

activity.

410 YTD & Inception Recap. This module prints year-to-date & inception recap of fees and costs

billed and paid.



502 Phase and Task Code Budgets. This module prints budgets for phase and task codes.

516 Matter Budgets. This module prints matter level budgets.


Task Code Bill Modules This table contains samples of the modules you can use in bill formats requiring task codes.

Module ID


252 Task Fee Recap – Actual Rate. This module prints a fee recap grouped by task code, timekeeper and actual rate.

255 Task Fee Recap – Average Rate. This module prints a fee recap grouped by task code and timekeeper with the rate averaged.

506 Task Fee Recap – Grp by FeeDateMonth. This module prints the fee recap grouped by task code and then by month/year.



251 Task Cumulative Fee Recap. This module prints a cumulative fee recap that is grouped by task code.

254 Task Cost Recap. This module prints a cost recap grouped by task code.

299 Task Cumulative Cost Recap. This module prints a cumulative cost recap grouped by task code.



505 Task Cost Recap – Grp by CostDateMonth. This module prints a cost recap that is grouped by task code and month/year.

250 Task Fee Detail – Initial, Hours, Amount. This module prints task fee detail with date, attorney, task/activity codes, description, hours, rate and amount.



390 Task Fees – Two Line Alternate Format. This module prints date, attorney initials, task code, hours, rate and amount on the first line. On the second line, it prints the description.

223 Task Cost Detail – Combined by Cost Code. This module combines costs by code based on table settings.

389 Task Cost Detail – Not Combined. This module prints individual cost detail items with task code information.


Summary Group Bill Modules This table contains samples of the modules you can use for summary group and combined matter bills.

Module ID


9002 Letterhead – Summary Group Bill. This module prints the standard letterhead for summary group cover pages.

382 Free Text – Summary Group. This module prints free text entered when generating an individual summary group bill or combined matter bill.

279 Group Balance Forward Summary. This module prints previous balance, payments, adjustments and advanced deposits applied for the group.



277 Group Current Billing Summary w/ Tot Due. This module prints the current billing, total due and advanced deposit/trust balances for the group.

407 Group Current Billing Summary/no Bal Fwd. This module prints the current billing summary for the group with no balance forward information.

395 Group Summary List – One Client. This module prints matters within a group.



302 Group Summary List – Multiple Clients. This module prints matters within a summary group by client.

286 Group Timekeeper Fee Recap – Actual Rate. This module prints the fee recap grouped by

timekeeper and actual rate.

287 Group Timekeeper Fee Recap – Avg Rate. This module prints the fee recap grouped by timekeeper with the rate averaged.



318 Group Task Fee Recap – (Cumulative). This module prints the cumulative fee recap grouped by task code.

288 Group Task Cost Recap. This module prints the disbursement recap by task code for the group.

281 Group Open Invoices. This module prints all the open invoices within a group.



326 Group Open Invoices by Matter. This module prints the open invoices for the group sorted by matter ID.

399 Group Open Invoices by Invoice Prefix #. This module prints all the open invoices grouped by invoice prefix.

289 Group A/R Aging. This module prints A/R aging for the group with 4 aging buckets.



285 Group Page Break – w/ Header Info. This module prints a page break with second page header information.

357 Group Fees – Date,Int,Desc,Hrs,Rate,Amt. This module prints fee detail for the group with

date, initials, description, hours, rate and amount.

313 Group Costs – Not Combined. This module prints itemized cost detail for the group.



397 Group Task Costs – Not Combined. This module prints itemized cost detail with task codes for the group.

396 Group Costs – Combined by like code. This module combines costs for the group by cost code based on table settings.

315 Group Task Costs – Comb by Like Code. This module combines costs for the group by cost code based on table settings, and then prints the task code.

314 Group Costs – Combined by Code. This module combines costs by cost codes.



316 Group Costs – Combined by Descr. This module combines costs by like description.

492 Group Costs – Images. This module prints when scanned group cost images are available. You must have the Imaging ancillary installed on your system in order to view the information shown in this module.


Percentage Group (prorated) Bill Modules This table contains samples of the modules you can use in bill formats that belong to a percentage group where you want the detail to represent each matter’s percentage share of the total bill.

Module ID


291 Timekeeper Fee Recap – Actual Rate. This module is for prorated bills. The fee recap information reflects the actual rate per timekeeper.

292 Timekeeper Fee Recap – Average Rate. This module is for prorated bills. The fee recap information reflects the timekeeper’s average rate.

301 Task Cumulative Fee Recap – Actual Rate. This module prints a cumulative fee recap grouped by task code for prorated percentage bills.



298 Task Cost Recap. This module prints a recap of costs by task code for prorated percentage bills.

300 Task Cumulative Cost Recap. This module prints a cumulative recap grouped by task code for prorated percentage bills.

297 Task Fees – Initials, Hours, Amount. This module prints fees (percentage bill prorated) with attorney initials, task code, hours and amount.

290 Fees – Initials, Hours, Amount. This module prints fees (percentage bill prorated) with attorney initials, hours and amount.



296 Costs – Not Combined. This module prints itemized cost detail (percentage bill prorated).

402 Task Costs – Not Combined. This module prints itemized cost detail with task codes (percentage bill prorated).

403 Costs – Combined by Like Code. This module combines costs (percentage bill prorated) by like code based on table settings.

293 Task Costs – Combined by Like Code. This module combines costs (percentage bill prorated) by like cost code based on table settings, and also prints the task code.

294 Costs – Combined by Code. This module combines costs (percentage bill prorated) by cost code.



295 Costs – Combined by Descr. This module combines costs (percentage bill prorated) by description.


Collection Letter Modules This table contains samples of the modules you can use for collection letters.

Module ID


9003 Letterhead – Collection Reminder Letter. This module prints the standard letterhead for collection reminder letters.

327 Reminder Letter Body. This module prints the body of the collection reminder letter.

331 Open Invoices – Group by Matter. This module prints open invoices for the collection group sorted by matter ID with payments and credits since inception.



517 Open Invoices – Group by Prefix. This module prints open invoices grouped by invoice prefix for the collection group with payments and credits since inception.



508 Open Invoices – Sort by Date. This module prints open invoices for the collection group with payments and credits since inception.

328 Reminder Letter Footer. This module prints the information that appears in the footer of the collection letter.


Super Summary Modules This table contains samples of the modules used in a Super Summary bill.

Module ID


9004 Letterhead – Super Summary Group Bill. This module prints the standard letterhead for super summary group bills.

507 SS Group Summary List – Multiple Clients. This module prints details for matters within a super summary group.



444 SS Group Open Invoices. This module prints all the open invoices for a summary group.

445 SS Group Open Invoices by Invoice Prefix #. This module prints all the open invoices in the super summary grouped by invoice prefix.


Documents

REFERENCE GUIDE - Omega Legalomegalegal.com/support/docs/general_docs/Standard_Bill_Formats.pdf · REFERENCE GUIDE Bill Formats ... Format 160: Collection Letter ... 762 05/26/05