You can analyze collections from the Analysis tab in the Collections window, or from Analysis By Client or Analysis By Matter in the navigation bar. Use filters to narrow the client or matter list, then select records for communication, status updates, history entries, or detailed review.
Use the Analysis area in Collections to review collection information by client or matter, filter results, update collection details, and generate collections letters.
In this article
- Open collections analysis
- Filter and sort clients or matters
- Ribbon options
- Create collections letters
- View collection details
Open collections analysis
To analyze collections information, use one of the following options:
- Click the Analysis tab at the top of the Collections window.
- Click Analysis By Client in the navigation bar.
- Click Analysis By Matter in the navigation bar.
Filter and sort clients or matters
Use the filter options at the top of the window to narrow the client or matter list.
- Define the filter criteria.
- Click Search.
- Optional: Click Reset to return all filter options to their default values.
To sort the list, click any column header. Repeated clicks toggle between ascending and descending order.
To add or remove columns, right-click a column header and select the appropriate option.
Ribbon options
When analysis by client or matter is selected, the ribbon at the top of the Collections window includes these options:
| Option | Description |
|---|---|
| Refresh | Refreshes the search results list. |
| Print List | Previews the printed format, then prints the list of clients or matters. |
| Export List | Saves the list as an Excel file. |
| Select All | Selects all clients or matters in the search results list. |
| Clear All | Clears all selected clients or matters. |
| Set Status | Selects a collection status for the selected clients or matters. |
| Add History | Adds a new history entry for the selected clients or matters. |
| Exclude | Excludes the selected clients or matters from collections communication. |
| Select Template | Selects the letter template to use for the selected clients or matters. |
| Generate Letters | Creates pending letters for the clients or matters in the Selected For Communication list. |
Create collections letters
Before creating collections letters, verify that addresses are set up correctly.
| Record type | Requirement |
|---|---|
| Client | If a client has multiple addresses, one address must be designated as the primary address on the Client Address maintenance form in Juris. The primary address is used for the collections letter. |
| Matter | If a matter has multiple addresses, each address to be used must be designated as an AR Statement address on the Address tab of Matter Maintenance in Juris. A collections letter is generated for each AR Statement address for the matter. |
Create pending communications
- Select the client or matter.
-
Click the right-arrow button between the search results list and the Selected For Communication list.
The selected client or matter moves to the Selected For Communication list.
- Optional: Click the double-right-arrow button to move all clients or matters in the search results list to the Selected For Communication list.
Preview collections letters
To preview a collections letter before generating it, right-click a client or matter in the Selected For Communication list and select Preview.
Generate collections letters
- Click Select Template on the ribbon.
-
Select the letter template to use.
To use the default templates assigned to the age periods, select (Default Template) at the beginning of the list.
- Click Generate Letters on the ribbon.
Letters are generated for all clients or matters in the Selected For Communication list.
View collection details
To view collection details, double-click a client or matter in the search results list.
Collection details are organized on three tabs:
- Details
- Ledger History
- Collection History
Details tab
Use the Details tab to review billing information.
You can also:
- Click the Collection status drop-down menu to change the status.
- Right-click a listed bill to view the archived bill.
Ledger History tab
Use the Ledger History tab to review ledger activity.
Click a column header to sort by that column. Repeated clicks toggle between ascending and descending order.
Collection History tab
Use the Collection History tab to review collections history for clients and matters on separate subtabs.
You can also:
- Assign follow-up dates to events.
- Click Add New to add a new event.
Clicking Add New opens the New Collection History Entry screen. On that screen, enter the date, type, follow-up date, and details.