Setup Compensation Rules or Fee Splitting Rules


CaseFox time and billing software supports setting up compensation or fee splitting rules and generating compensation reports based on these rules. For example, if you have an associate who is paid 60% of his/her total billing. You can setup a rule by going to "Settings/Reports" -> "Staff Compensation Rules." Click on "Add New Rule" on the right pane. In the pop-up box, select the name of the associate, enter 60 (do not enter the % sign) in the percentage box. Select the associate's name again in the list. Other inputs are optional. Save.

Now, if this associate is also to be paid a percentage from other staff members' billing for all clients or particular clients, you can create another rule. For example, if the associate is to be paid 5% of everybody else's billable amount for a particular client, select the associates name, enter 5 in the percentage box, select "All Others" in the list and select client name in the drop down (you can also select a case if the split is to be limited to just one case for the selected client). Save.

To generate a compensation report for these entered rules, click on "Generate Compensation Report," enter From and To dates to indicate a duration for which the compensation is to be calculated. Work performed during these two dates will be considered for compensation calculations. Click on "Generate Report" to download report Excelsheet.