1. 2010 Practice Management Annual Conference Techniques for Split Billing: Entry-level and Bill-level Splits Presented by: Gail Henderson Juris ®

2. 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

3. 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

4. 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%

5. 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% Split-To Matter A = 25% Split-to Matter B = 75% Main Matter = 25% Split-To Matter A = 25% Split-to Matter B = 50%

6. 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

7. 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.

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