U-LPQ Module 4

U-LPQ Module 4

Financial Information:

(All disclosures must comply with all applicable Bar, confidentiality, and ethical obligations. Please DO NOT share information, ledgers, or schedules directly from a firm accounting system or other proprietary data)


Is your firm on a calendar or fiscal year?

Please supply current year, current year -1, and current year -2 billable rates:

Current Year

Current Year -1

Current Year -2

Highest billable rate:

$
$
$

Lowest billable rate:

$
$
$

Average billable rate:

$
$
$

Please supply current year, current year -1, and current year -2 cash collections:

Current Year

Current Year -1

Current Year -2

Total cash collections for billings regardless of source:

$
$
$

Total cash collections for personal originations where you are also a timekeeper:

$
$
$

Total cash collections where you are the timekeeper for work referred by another attorney in your firm:

$
$
$

Total cash collections generated by other attorneys in your firm from work referred to them by you:

$
$
$

Billable hours:

Non-billable hours (including firm investment, community service, marketing, and pro bono matters):

Realization rate percentage (defined as percentage collected from actual billed amount):

%
%
%

Total projected revenue in our firm for current year originations and next year originations:

Next Year

Minimum Expected Amount:
$
$
Medium Expected Amount:
$
$
Optimistic Expected Amount:
$
$

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