Overview
Every initial consultation is an opportunity not just to win new business, but to generate revenue along the way. The Consultation Fee Revenue Report in 8am MyCase helps your firm track those fees, identify trends, and make smarter decisions about your intake strategy.
In short? You’ll finally have a clear view of who’s paying for your time and how much that time is worth.
What it does
Track consultation revenue
See exactly how much you’ve earned from initial consultations, separate from other billable services.Monitor intake activity
Get visibility into consultation volume, who paid, and what’s been collected over time.Stay financially dialed in
Understand how consultations contribute to your overall revenue and client acquisition strategy.Keep your records sharp
Filter by date, lead, or attorney to find exactly what you need, when you need it.Refine your fee strategy
Use the data to assess whether your consultation fees are working—and how they impact conversion rates.
How to Run a Consultation Fee Revenue Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab.
Select Leads Forecasted Pipeline Value.
Add any filters you need.
Click Run Report.
Your report includes:
Consultation Fees Billed.
Consultation Fees Collected.
Total Amount Billed vs. Amount Collected.
You’ll also get a line-by-line breakdown of each consultation, including:
Lead Name.
Assigned User.
Case.
Practice Area.
Referral Source.
Amount Billed.
Amount Collected.
Want to Share or Save It?
Click Export to download the report as a PDF or CSV.
Click the printer icon to print a hard copy.
