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REFERENCE GUIDE Bill Formats Version 6.1
Omega Legal Systems, Inc.
7272 E. Indian School Rd., Suite 480
Scottsdale, AZ 85251
Phone 602.522.5000
Fax 602.952.5250
OmegaLegal.com
This document is the sole and exclusive property of Omega Legal Systems, Inc. Any form of reproduction, in whole or in part, electronic or otherwise, without the express written consent of Omega Legal Systems, Inc., is strictly
prohibited by law.
Copyright 2010 Omega Legal Systems, Inc.
All Rights Reserved
Table of Contents
Standard Formats ......................................................................................1 Format 100: Draft – Individual Matter (portrait) .............................................................................3 Format 101: Draft – Individual Matter (landscape)......................................................................11 Format 102: Draft Cover Page – Summary Group (portrait) .......................................................17 Format 103: Draft Cover Page – Summary Group (landscape)..................................................21 Format 110: Bill – Individual Matter ............................................................................................25 Format 110: Bill – Individual Matter – Percentage Group ...........................................................31 Format 111: Bill – Individual Matter with Task Codes.................................................................35 Format 130: Bill Cover Page – Summary Group & Format 112: Bill – Individual Matter in Summary Group..........................................................................................................................41 Format 131: Bill Cover Page – Super Summary Group..............................................................49 Format 140: Combined Stored Bill - Matter ................................................................................53 Format 150: Statement – Individual Matter .................................................................................59 Format 155: Statement Cover Page – Summary Group & Format 151: Statement – Individual Matter in Summary Group...........................................................................................................63 Format 160: Collection Letter......................................................................................................69
Standard Modules ....................................................................................73 Draft Modules..............................................................................................................................73 Individual Matter Bill Modules .....................................................................................................79 Task Code Bill Modules ..............................................................................................................88 Summary Group Bill Modules .....................................................................................................92 Percentage Group (prorated) Bill Modules ...............................................................................100 Collection Letter Modules .........................................................................................................104 Super Summary Modules .........................................................................................................107
Reference Guide – Bill Formats i Rev. 01/15/10
Standard Formats Omega offers 14 standard formats you can use to print drafts, bills, statements and collection letters. Available formats include (click each format to view a sample): Drafts:
100: Draft – Individual Matter (portrait)
101: Draft – Individual Matter (landscape)
102: Draft Cover Page – Summary Group (portrait)
103: Draft Cover Page – Summary Group (landscape) Bills:
110: Bill – Individual Matter
111: Bill – Individual Matter with Task Codes
112: Bill – Individual Matter in Summary Group
130: Bill Cover Page – Summary Group
131: Bill Cover Page – Super Summary Group
140: Combined Stored Bill – Matter Statements/Collections:
150: Statement – Individual Matter
151: Statement – Individual Matter in Summary Group
155: Statement – Cover Page – Summary Group
160: Collection Letter
Reference Guide – Bill Formats 1 Rev. 01/15/10
Able, Frugal, Successful & OmegaDraft for Work-In-Process Through 1/6/2010
Matter ID: 1000-00001 1Draft Seq #
Page 11/15/2010 12:57:24 PM
Billing Attorney:
Johnson Construction CompanyP.O. Box 8764Los Angeles, CA 90025-8764
11 - Jackson, Andrew Bill Format: 110Billing Cycle: M
Re: Ground Water Rights Violations SuitBilling Comments Internal Comments
Bills must be received by the 15th of month to receive payment in same month
REFERENCE NO.: 769-2220ACASE NO.: 5554-1254
Billing Address(es)Johnson Construction CompanyP.O. Box 8764Los Angeles, CA 90025-8764 Johnson Construction CompanyMr. David Smith68 West 54th StreetSuite 1000New York, NY 10019
Alternate Billing RulesImaging: Print all imagesClient cost code overrides: CR - $50.00 (01/01/2007)
SP - $50.00 (01/01/2007)Billing & Payment Recap
3,100.000.00
2,225.00
Total Billed Fees:Total Billed Costs:
Total Collected:Last Bill:Last Payment:Last Write-Off:
Combined Adv. Deposit Bal.:
Total Billed Interest:Total Billed Retainer:
Fee Adv. Deposit Bal.:Cost Adv. Deposit Bal.:
13,864.009,615.00
0.000.00
Trust Funds 1:Trust Funds 2:Trust Funds 3:Trust Funds 4:
19,483.595,000.00
12/09/05
02/28/05
683,017.7599,490.023,293.16
0.00698,841.85
Aging
91+61-9031-600-30Total Fees Cost Interest RetainerAs of 1/6/2010
WIP & A/R Aging
744.67 0.00 41,256.510.00 0.00 0.00 49,644.79
36,826.50 4,430.01 744.6742,001.1813,814.1335,830.66 0.0049,644.79 0.00
WIPA/R
0.00 0.00
Totals 91,645.97 72,657.16 18,244.14 744.67 0.00 0.00 744.67 0.00 90,901.30
Fee Recap - Actual Hourly Rate
Timekeeper Rate AmountHours Hours Rate Amount Hours Rate Amount
On Hold To Bill
AL 250.003.20 78.13 3.20 250.00 78.13
Able, Frugal, Successful & Omega1/15/2010 12:57:24 PM Page 2Draft for Work-In-Process Through 1/6/2010
Matter ID: 1000-00001 Draft Seq # 1
Timekeeper Rate AmountHours Hours Rate Amount Hours Rate Amount
On Hold To Bill
AL 29,130.00194.20 150.00 194.20 29,130.00 150.00AL 2,310.0013.20 175.00 13.20 2,310.00 175.00AL 2,980.0014.90 200.00 14.90 2,980.00 200.00AL 1,102.504.90 225.00 4.90 1,102.50 225.00GGW 916.503.90 235.00 3.90 916.50 235.00GGW 137.500.50 275.00 0.50 137.50 275.00
234.80 36,826.50 234.80 36,826.50Total WIP Fees
Disbursement Recap by Code
Code To BillAmount On HoldCS 342.01Courier Services 342.01FAX 52.00Fax Charges 52.00FE 144.00Federal Express 144.00FF 525.00Filing Fees 525.00OT 1,345.00Other 1,345.00TE 2,022.00Travel Expenses 2,022.00
4,430.01Total WIP Costs 4,430.01
Total WIP Interest 744.67 0.00 744.67
Total WIP 42,001.18 0.00 42,001.18
Billing Instructions
Bill Fees: ____ Bill Costs: ____Write off Fees: ____ Write off Costs: ____
Do Not Bill: ____ Apply Advance Deposit: All ____ or Other Amount ___________ Send Statement Only: ____
Fee Detail
Fee ID Date AmountHoursAtty Task:Act RateHoldDescription
Prepare opening statement740 03/02/05 AL L140:A101 3.60 200.00 720.00Process gag order on M. Issacsen and family
742 03/04/05 AL L140:A101 2.90 150.00 435.00
Depose Paulette Stoen743 03/07/05 AL L330:A109 1.90 150.00 285.00Submit motion to suppress audio tapes744 03/07/05 AL L140:A104 3.80 150.00 570.00Investigate and develop defense for Clinton Halsey
745 03/14/05 AL L120:A102 6.90 150.00 1,035.00
Submit brief 746 03/18/05 AL L140:A104 4.00 150.00 600.00Depose Sarah Rockfield Senior Geologist for State of Arizona
747 03/21/05 AL L330:A109 3.20 78.13 250.00
Attend conference with Judge Millard Quayle
748 03/24/05 AL L120:A101 3.00 150.00 450.00
Attend subcommittee meeting regardign environmental legislation
749 03/25/05 AL L120:A101 4.60 150.00 690.00
Attend case development and strategy meeting
750 03/31/05 AL L120:A101 3.40 150.00 510.00
Strategy meeting with Principals751 03/31/05 AL L140:A104 1.50 150.00 225.00Depose Dr. Randall Jeters752 04/04/05 AL L330:A109 3.80 150.00 570.00
Able, Frugal, Successful & Omega1/15/2010 12:57:24 PM Page 3Draft for Work-In-Process Through 1/6/2010
Matter ID: 1000-00001 Draft Seq # 1
Fee ID Date AmountHoursAtty Task:Act RateHoldDescriptionTravel to Washington D.C.753 04/07/05 AL L190:A111 8.30 150.00 1,245.00Travel to Chicago to meet with Dr. Thomas Link regarding ability to testify as expert witness
754 04/13/05 AL L190:A111 2.70 150.00 405.00
Court mandated pre-trial meeting755 04/21/05 AL L230:A109 8.00 150.00 1,200.00Depose Dr. Stone Albertson756 04/25/05 AL L330:A109 5.00 150.00 750.00Investigate ground water statutes757 04/27/05 AL L120:A102 4.80 150.00 720.00Prepare and submit motion to Suppress expert testimony
758 05/12/05 AL L140:A101 4.30 150.00 645.00
Prepare Injunctions759 05/12/05 AL L140:A101 2.40 150.00 360.00Attend meeting with Judge Judith Keller and argue merits of Injunctions
760 05/19/05 AL L120:A101 6.00 150.00 900.00
Informal conference with Robert Johnson761 05/26/05 AL L120:A102 4.00 150.00 600.00Depose Randy Meisner (job foreman)762 05/26/05 AL L330:A109 3.80 150.00 570.00Prepare written request for Discovery763 06/20/05 AL L140:A101 3.80 150.00 570.00Depose Florence Barber764 06/22/05 AL L330:A109 2.40 150.00 360.00Attend lie detector test765 06/28/05 AL L120:A101 2.80 150.00 420.00Telephone conference with Steve Atkins.766 07/05/05 AL L110:A102 2.50 150.00 375.00Covenants, Codes & Restrictions.767 07/08/05 AL L110:A102 1.30 150.00 195.00Telephone conference with George Adams.768 07/13/05 AL L110:A102 2.00 150.00 300.00Conference with Steve Young and Jerry Harkens.
769 07/13/05 AL L120:A106 4.70 150.00 705.00
Attend pre-trial meeting 770 07/14/05 AL L120:A101 4.70 150.00 705.00Certificate of Disclosure.771 07/18/05 AL L120:A101 2.60 150.00 390.00Informal conference with Mark Traber and Shirley Breck.
772 07/20/05 AL L120:A102 1.00 150.00 150.00
Prepare alternate opening stataement773 07/20/05 AL L140:A101 3.30 150.00 495.00Memorandum to Jeff Parker.774 07/20/05 AL L120:A102 1.20 150.00 180.00Review of the Turner report.775 07/26/05 AL L140:A104 2.20 150.00 330.00Articles of Incorporation.776 07/27/05 AL L120:A101 4.70 150.00 705.00Prepare for and attend pre-trial status meeting.
777 07/28/05 AL L140:A101 2.20 150.00 330.00
Preparation of preliminary clsing statement778 08/01/05 AL L140:A101 7.20 150.00 1,080.00Review of Addendum C of pre-trail motion to suppress exculpatory evidence
779 08/02/05 AL L140:A104 6.40 150.00 960.00
Review and revise draft copy of opening statement
780 08/03/05 AL L140:A104 3.90 150.00 585.00
Prepare for and attend pre-trial status meeting.
781 08/10/05 AL L140:A101 1.20 150.00 180.00
Office conference with Fred Couples.782 08/10/05 AL L110:A105 4.20 150.00 630.00Conference with Jeffrey Taylor.783 08/18/05 AL L120:A101 5.40 150.00 810.00Meeting with Charlie Taylor.784 08/23/05 AL L120:A102 3.90 150.00 585.00Attend pre-trial meeting 785 08/29/05 AL L120:A101 3.90 150.00 585.00Conference with Joe.786 09/01/05 AL L120:A101 1.20 150.00 180.00Telephone conference with George Jones787 09/01/05 AL L110:A102 1.40 150.00 210.00
Able, Frugal, Successful & Omega1/15/2010 12:57:24 PM Page 4Draft for Work-In-Process Through 1/6/2010
Matter ID: 1000-00001 Draft Seq # 1
Fee ID Date AmountHoursAtty Task:Act RateHoldDescriptionTelephone conference with Steering Committee.
788 09/07/05 AL L110:A102 5.90 150.00 885.00
Budget committee overview.789 09/07/05 AL L120:A101 4.90 150.00 735.00Articles of Incorporation790 09/14/05 AL L120:A101 3.10 150.00 465.00Attend pre-trial status meeting 791 09/21/05 AL L120:A101 3.60 200.00 720.00Telephone conference with Contract committee.
792 09/21/05 AL L110:A102 4.20 200.00 840.00
Office conference with Brian Evans, Derek Jordan and Sherry Stevens.
793 09/26/05 AL L110:A105 3.60 150.00 540.00
Office conference with Joe Smith and Michael Anner.
794 09/28/05 AL L110:A105 4.50 150.00 675.00
Discussion with Mark Jones.795 09/29/05 AL L120:A102 3.60 150.00 540.00Conference with Tom Bock regarding trial preparation
796 09/30/05 AL L120:A106 3.40 150.00 510.00
Meet with J. Bean, G. Cleveland, F. Frank regarding DDC underground storage tak report and other issues with respect to duiligence and discuss 120 day extension
797 10/18/05 GGW L120:A102 0.50 275.00 137.50
Work on amendment to contract regarding various issues; telephone conference with J. Simons regarding removal of tenants.
798 10/28/05 GGW L120:A101 1.40 235.00 329.00
Office conference with G. Washington; review CC&Rs for the Vizor Project.
799 11/02/05 AL L110:A105 1.70 175.00 297.50
Review environmental information received from J. Brown at the City of Houston; telephone conference with H. Johnson regarding review of environmental information
800 11/08/05 GGW L140:A104 2.00 235.00 470.00
Multiple telephone conferences with D. Morris regarding to CC&Rs for Alleghen
801 11/11/05 AL L120:A102 1.30 175.00 227.50
Preparation of Alleghen CC&Rs802 11/14/05 AL L140:A101 3.50 200.00 700.00Revise Amended and Restated Declaration and Additional Lands
12947 11/17/05 AL L140:A104 2.20 175.00 385.00
Prepraration of the Amended and Restated Declaration; preparation of the Notice of Additional Land
804 11/22/05 AL L140:A101 2.30 175.00 402.50
Telephone conference with D. Meril; revise the Amended and Restated Declaration of Covenants and the Alleghen CC&Rs
805 11/23/05 AL L110:A102 5.70 175.00 997.50
Telephone Conference with opposing counsel, G. Wright
806 12/21/05 GGW L110:A102 0.50 235.00 117.50
Telephone conference with opposing attorney
741 02/05/09 AL L110:A102 4.90 225.00 1,102.50
36,826.50 Total Fees 234.80
Disbursement Detail
Date AmountCost ID HoldTask:ActDescription/Payee
Able, Frugal, Successful & Omega
Matter ID: 1000-00001Draft for Work-In-Process Through 1/6/2010
Page 51/15/2010 12:57:24 PM
Draft Seq # 1
Filing Fees; Clerk of the Court8 04/06/05 E124: 225.00Filing Fees; Clerk of the Court9 04/06/05 E124: 300.00Corporate filings ; Secretary of State10 04/07/05 E112: 1,345.00Corporate filings ; Secretary of State11 04/07/05 E112: 0.00Travel Expenses; Travel to Washington, DC ; American Express
12 04/07/05 E110: 1,344.00
Travel Expenses; Travel to Chicago ; American Express13 04/07/05 E110: 678.00Courier Services; United Parcel Service14 05/02/05 E107: 21.67Courier Services; United Parcel Service15 05/02/05 E107: 45.22Courier Services; United Parcel Service16 05/02/05 E107: 76.00Courier Services; United Parcel Service17 05/02/05 E107: 26.00Federal Express; United Parcel Service18 05/02/05 E108: 50.00Federal Express; United Parcel Service19 05/02/05 E108: 34.00Fax Charges20 07/26/05 E104: 16.00Federal Express21 08/03/05 E108: 60.00Fax Charges22 08/10/05 E104: 12.00Courier Services23 08/18/05 E107: 22.00Fax Charges24 09/22/05 E104: 24.00Courier Services; American Express4700 12/22/05 E107: 135.67Courier Services; United Parcel Service4684 01/15/07 E107: 15.45
Total Disbursements 4,430.01
Able, Frugal, Successful & OmegaDraft for Work-In-Process Through 12/10/2009
Matter ID: 2003-00001 1Draft Seq #
Page 112/16/2009 2:46:09 PM
Billing Attorney: 5 - Adams, Abigail S.
Summary Group: PMC
Bill Format:Billing Cycle: M
112 - Bill - Individual Matter in Summary Group
Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118
Re: 3269 E. Granite Road PropertyBilling Comments Internal Comments
Bills must be received by the 15th of the month to receive payment in the same month
Tax ID # 05-0452365
Billing Address(es)Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118Phillip Morris CorporationMr. David Smith68 West 54th StreesSuite 1001New York, NY 10019
Alternate Billing RulesBilling Discount: 5%Imaging: Print images based on rules
Billing & Payment Recap
300.000.000.00
Total Billed Fees:Total Billed Costs:
Total Collected:Last Bill:Last Payment:Last Write-Off:
Combined Adv. Deposit Bal.:
Total Billed Interest:Total Billed Retainer:
Fee Adv. Deposit Bal.:Cost Adv. Deposit Bal.:
5,500.000.000.000.00
Trust Funds 1:Trust Funds 2:Trust Funds 3:Trust Funds 4:
73.331,540.66
497.0011/1/199912/9/2009
1/30/2004
6,117.00312.19
1,827.450.00
1,540.66
Able, Frugal, Successful & Omega12/16/2009 2:46:09 PM Page 2Draft for Work-In-Process Through 12/10/2009
Matter ID: 2003-00001 Draft Seq # 1
WIP & A/R Aging
91+61-9031-600-30Total Fees Costs Interest Retainer
Aging
As of 12/10/2009
73.33 0.00 2,927.660.00 0.00 0.00 6,218.98
2,781.00 2,045.00 219.995,045.99201.534,190.00 1,827.456,218.98 0.00
WIPA/R
0.00 2,045.00
11,264.97 6,971.00 2,246.53 2,047.44 0.00 2,045.00 73.33 0.00 9,146.64Totals
Fee Recap - Actual Hourly Rate
Timekeeper Rate AmountHours Hours Rate Amount Hours Rate AmountOn Hold To Bill
AL 1,275.008.50 150.00 8.50 1,275.00 150.00GGW 936.003.60 260.00 1.20 312.00 2.40 624.00260.00 260.00MDW 210.001.20 175.00 1.20 210.00 175.00TAJ 360.001.80 200.00 1.80 360.00 200.00
15.10 2,781.00 1.20 312.00 13.90 2,469.00Total WIP Fees
Disbursement Recap by CodeCode To BillAmount On HoldCOPY 255.00Copy Charges 255.00 0.00CS 125.00Courier Services 125.00 0.00EX 0.00Expert Witnesses 1,500.00 1,500.00FAX 15.00Fax Charges 15.00 0.00
FF 150.00Filing Fees 150.00 0.00
2,045.00Total WIP Costs 1,500.00 545.00
Total WIP Interest 219.99 0.00 219.99Total WIP 5,045.99 1,812.00 3,233.99
Billing Instructions
Bill Fees: ______ Bill Costs: ______Write off Fees: ______ Write off Costs: ______
Send Statement Only: ______Do Not Bill: ______ Apply Advance Deposit: All ______ or Other Amount ____________________
Fee DetailFee ID Date AmountHoursAtty Task:Act RateHoldDescription
13027 12/06/05 AL Investigate and develop defense for Clinton Halsey L120:A102 5.50 150.00 825.00
Able, Frugal, Successful & Omega12/16/2009 2:46:09 PM Page 3Draft for Work-In-Process Through 12/10/2009
Matter ID: 2003-00001 Draft Seq # 1Fee ID Date AmountHoursAtty Task:Act RateHoldDescription
1163 12/08/05 GGW Revised Statutes Section 42-505 with respect to prime contractor and payment of sales tax
L140:A103 1.00 260.00 260.00
1164 12/09/05 MD Meet with G. Forman re formation of The Zany II Group L120:A106 1.20 175.00 210.00
13028 12/15/05 AL Depose George Smith L330:A109 1.50 150.00 225.00
13029 12/16/05 AL Strategy meeting with principals L110:A104 1.50 150.00 225.00
13032 12/20/05 GGW Prepare for and attend pre-trial status meeting L110:A101 H 1.20 260.00 312.00
13033 12/27/05 GGW Telephone conference with George Smith L110:A108 1.40 260.00 364.00
1165 12/29/05 TAJ Three telephone conferences with P. Mullay regarding legal description and title vesting problems
L110:A108 1.80 200.00 360.00
2,781.00 Total Fees 15.10
Disbursement DetailDate AmountCost ID HoldTask:ActDescription/Payee12/09/09 Copy Charges; copy charges E101: 5.004744
12/09/09 Expert Witnesses; Expert witness for trial E119: H 1,500.004746
12/09/09 Fax Charges; Fax Charges E104: 15.004748
12/09/09 Filing Fees; Jensen Court Reporters E112: 150.004750
12/09/09 Copy Charges; Jasper Printing E101: 250.004752
12/09/09 Courier Services; Federal Express E107: 125.004754
Total Disbursements 2,045.00
Format 102: Draft Cover Page – Summary Group (portrait)
Reference Guide – Bill Formats 17 Rev. 01/15/10
Able, Frugal, Successful & Omega12/16/2009 2:24:38 PM Page 1Draft for Work-In-Process Through 12/10/2009
Primary Matter ID: 2003-00001
Billing Attorney:
Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118
5 - Adams, Abigail S.
Summary PMC
Billing Comments Internal CommentsBills must be received by the 15th of the month to receive payment in the same month
Tax ID # 05-0452365
Summary Group List by Client
BalanceCosts TotalFeesTotalWIPForward Interest Retainer
Adv. Balance
2003 - Phillip Morris Corporation9,452.97 300.002,469.00 545.00 3,233.99219.99-00001 .003269 E. Granite 6,218.98
412.50 .00412.50 .00 412.50.00-00002 .00Teen Clubs of .004,190.00 .003,475.00 715.00 4,190.00.00-00005 .00Broken Promises .00
14,055.47 300.006,356.50 1,260.00 7,836.496,218.98 219.99Totals for Client 2003 0.00
300.00Group Totals 6,356.50 1,260.00 7,836.496,218.98 219.99 0.00 14,055.47
Format 103: Draft Cover Page – Summary Group (landscape)
Reference Guide – Bill Formats 21 Rev. 01/15/10
Able, Frugal, Successful & Omega1/7/2010 12:35:09 PM Page 1Draft for Work-In-Process Through 1/7/2010
Primary Matter ID: 2003-00001
Billing Attorney: 5 - Adams, Abigail S. Summary Group:PMC
Phillip Morris Corporation10003 Winslow RoadNew Haven, CT 06118
Billing Comments Internal CommentsTax ID # 05-0452365 Bills must be received by the 15th of the month to receive payment in the
same month
Summary Group List by Client
BalanceCosts TotalFeesTotalWIPForward Interest Retainer
Adv. Dep.Balance
2003 - Phillip Morris Corporation
9,437.97 300.002,469.00 530.00 3,218.99219.99-00001 .003269 E. Granite Road Property 6,218.98412.50 .00412.50 .00 412.50.00-00002 .00Teen Clubs of America-- Tax Preparation .00
4,190.00 .003,475.00 715.00 4,190.00.00-00005 .00Broken Promises .0014,040.47 300.006,356.50 1,245.00 7,821.496,218.98 219.99Totals for Client 2003 0.00
14,040.47 300.00Group Totals 6,356.50 1,245.00 7,821.496,218.98 219.99 0.00
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Denver Trucking98237 N Rutledge Way#145Tolleson, AZ 85353
January 9, 2010Invoice 527-1
ID: 8004-00001 - ASA
Re: Blackburn Farms
For Services Rendered Through January 9, 2010
Previous Balance 3,319.48Payments -975.00Reversals -262.50Advanced Deposit Applied -2,000.00Balance Forward 81.98Current Fees 2,057.50Current Disbursements 188.17Current Interest 147.93Courtesy Discount -102.88Advanced Deposit Applied -1,500.00Total Current Charges 790.72
Total Due 872.70
Advanced Deposit Balance 1,500.00
Open InvoicesInvoice Original
NumberPayments
BalanceDateInvoice
Amount and Credits
08/03/01 1864 277.72 25.00252.7208/02/02 2311 352.00 37.50314.5002/05/03 2571 49.31 19.4829.83
81.98679.03Totals 597.05
Able, Frugal, Successful & Omega
Denver Trucking January 9, 2010
Re: Blackburn FarmsI.D. 8004-00001 - ASA Invoice 527-1
Page 2
Fee RecapRate/Hour AmountHours
George Washington 510.001.70 300.00PartnerAbraham Lincoln 1,085.006.20 175.00PartnerMartha D. Washington 262.502.50 105.00PartnerAbraham Lincoln 200.003.20 62.50Partner
13.60 2,057.50Totals
FeesDate Description AmountRateAtty Hours
Telephone call with client re: court date 01/08/02 262.50105.00MDW 2.50Draft loan documents, including deed of trust, promissory note, continuing guaranty and environmental certificate
11/01/05 200.0062.50AL 3.20
Telephone conference with W. Underwood regarding tenant signature and acknowledgement set up for SNDA; prepare signature/acknowledgment page for tenant and fax same to W. Underwood; review loan commitment and other documents received from First Denver Realty; office conferences with G. Washington regarding preparatioin of loan documents and questioins concerning same.
11/02/05 437.50175.00AL 2.50
Review and revise draft loan documents; review and revise e-mail message to W. Schmeeckle; locate Nevada UCC-1 financing statements and filing instructions on Nevada Secretary of State Web site; e-mail message to W. Schmeeckle regarding transmittal of draft loan documents; letter to W. Underwood regarding additional information needed; e-mail messages from and to W. Schmeeckle regarding loan terms.
11/03/05 245.00175.00AL 1.40
Telephone conference with N. Reithberg rregarding License Agreement; preparation of License Agreement
11/03/05 402.50175.00AL 2.30
Telephone conference with M. Pearl re deed recordation; draft lease agreement
12/07/05 510.00300.00GGW 1.70
Total Fees 13.60 2,057.50
DisbursementsDate Description Amount
21.67Courier Services; United Parcel Service05/02/0522.00Courier Services08/18/05
144.50monthly storage fees; Valley Storage12/15/05
Total Disbursements 188.17
Able, Frugal, Successful & Omega
Denver Trucking January 9, 2010
Re: Blackburn FarmsI.D. 8004-00001 - ASA Invoice 527-1
Page 3
Total Fees and Disbursements 2,245.67
Interest 147.93Courtesy Discount -102.88Advanced Deposit Applied -1,500.00Total Current Charges 790.72Balance Forward 81.98Total Amount Due 872.70
Format 110: Bill – Individual Matter – Percentage Group
Reference Guide – Bill Formats 31 Rev. 01/15/10
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Johnson Construction CompanyPO Box 528555Mesa, AZ 85275-2841
January 7, 2010Invoice 539-1
ID: 1000-00061 - AL
Re: Western Region
For Services Rendered Through January 6, 2010
Balance Forward 739.84Current Fees 1,879.50
50 % of 3,759.00Current Disbursements 34.88
50 % of 69.75Total Current Charges 1,914.38
Total Due 2,654.22
Open InvoicesInvoice Original
NumberPayments
BalanceDateInvoice
Amount and Credits
12/30/05 3119-1 1,533.00 739.84793.16
739.841,533.00Totals 793.16
Able, Frugal, Successful & Omega
Johnson Construction Company January 7, 2010
Re: Western RegionI.D. 1000-00061 - AL Invoice 539-1
Page 2
Fee RecapRate/Hour AmountHours
Abraham Lincoln 2,400.0012.00 200.00PartnerMartha D. Washington 714.006.80 105.00PartnerJohn Q. Adams 645.004.30 150.00Associate
23.10 3,759.00Totals
FeesDate Description AmountRateAtty Hours
Covenants, Codes & Restrictions.07/21/05 645.00150.00JQA 4.30Memorandum to the Accounting committee.08/30/05 440.00200.00AL 2.20Office conference with Michael Anderson re new multi office setup
09/13/05 960.00200.00AL 4.80
Addendum C reviewed with Tom Owens.09/15/05 378.00105.00MDW 3.60Office conference with Joe Smith, Tom Reed and Steve Reading.09/20/05 1,000.00200.00AL 5.00Meeting with Steve Jones, to discuss contract issues.09/27/05 336.00105.00MDW 3.20
Total Fees 23.10 3,759.00
DisbursementsDate Description Amount
24.75Copy Charges 45.00Courier Services; Overnight Delivery09/30/05
Total Disbursements 69.75
Total Fees and Disbursements 1,914.38
Total Current Charges 1,914.38Balance Forward 739.84Total Amount Due 2,654.22
Reference Guide – Bill Formats 35 Rev. 01/15/10
Format 111: Bill – Individual Matter with Task Codes
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Attn: Mike JonesJohnson Construction Company3499 N Central AvenuePhoenix, AZ 85004
January 12, 2010Invoice 544
ID: 1000-00000 - AAJ
Re: General
For Services Rendered Through January 12, 2010
Previous Balance 113,190.65Payments -30,000.00Adjustments -8,000.00Reversals -24,075.72Advanced Deposit Applied -1,000.00Balance Forward 95,114.93Current Fees 7,947.50Current Disbursements 249.43Current Interest 1,679.40Courtesy Discount -397.38Advanced Deposit Applied -2,500.00Total Current Charges 6,978.95
Total Due 77,093.88
Advanced Deposit Balance 2,500.00
17,979.95Trust Balance
Able, Frugal, Successful & Omega
Attn: Mike Jones January 12, 2010
Re: GeneralI.D. 1000-00000 - AAJ Invoice 544
Page 2
FeesDate Description AmountHoursAtty Task:Act Rate
Telephone conference with S. Adams; review information regarding foreign limited liability company
10/27/05 125.000.50GGW L120:A107 250.00
Telephone conference with J. Bleythe regarding Notice of Default to Starling.
11/01/05 460.002.30AL L120:A107 200.00
Telephone conference regarding ordering certificate of good standing
11/02/05 117.500.50GGW L120:A107 235.00
Telephone conference with W. Johnson regarding revised contract; various discussions with other attorneys regarding drafting of provision and strategic issues related thereto.
11/02/05 325.001.30GGW L120:A107 250.00
Telephone conference with m. Parcel regarding Scottsdale; telephone conference with D. Beers
11/07/05 180.000.90AL L120:A107 200.00
Telephone conference with B. Williams regarding purchase of product from Johnson by owner-operator; review Johnson Owner-Operator Agreement and statute governing Owner-Operator Agreement.
11/07/05 240.001.20AL L120:A107 200.00
Review Norwest Lease regarding expansion; telephone conference with B. Johnson to discuss same
11/24/05 595.003.40AL L140:A104 175.00
Telephone conference with B. Johnson regarding sale of property in Green Valley
11/25/05 160.000.80AL L120:A107 200.00
Telephone conference with Bob regarding Johnson's Owner-Operator Agreement; review Owner-Operator Agreement regarding tie-in to product purchase
11/28/05 760.003.80AL L120:A107 200.00
Telephone conference with Tom Lincoln and his Accounting staff.
12/12/05 1,755.007.80AL L120:A107 225.00
Telephone conference with Bob Schelling.12/20/05 517.502.30AL L120:A107 225.00Telephone conference with J. Jackson re issues raised by buyer; work on revisions to first amendment
12/21/05 350.001.40GGW L120:A107 250.00
Office conference with the Contract Committee.12/22/05 967.504.30AL L110:A102 225.00Meeting with Greg Brady and Steve Wolcott.12/23/05 1,395.006.20AL L110:A102 225.00
Total Fees 36.70 7,947.50
DisbursementsDate Description AmountTask Units @ Cost
226.43E101 Copy Charges23.00E10202/25/06 Client Portion of Settlement; Jasper Printing0.00E10206/25/09 Client Portion of Settlement
Total Disbursements 249.43
Able, Frugal, Successful & Omega
Attn: Mike Jones January 12, 2010
Re: GeneralI.D. 1000-00000 - AAJ Invoice 544
Page 3
Fee Recap by Task CodeRate/Hour AmountHours
Abraham Lincoln 2,362.5010.50 225.00L110George Washington 800.003.20 250.00L120George Washington 117.500.50 235.00L120Abraham Lincoln 2,272.5010.10 225.00L120Abraham Lincoln 1,800.009.00 200.00L120Abraham Lincoln 595.003.40 175.00L140
36.70 7,947.50
Disbursement Recap by Task CodeTask AmountDescription
226.43E101 Copying23.00E102 Outside printing
249.43Total Disbursements
Total Fees and Disbursements 8,196.93
Interest 1,679.40Courtesy Discount -397.38Advanced Deposit Applied -2,500.00Total Current Charges 6,978.95Balance Forward 70,114.93Total Amount Due 77,093.88
Format 130: Bill Cover Page – Summary Group &
Format 112: Bill – Individual Matter in Summary Group
Reference Guide – Bill Formats 41 Rev. 01/15/10
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Hair Glamor Salon123 Main StreetScottsdale, AZ 85250
December 29, 2009Invoice 537
ID: 1234C1- AAJ
For Services Rendered Through March 31, 2009
Your retainer for $1000 has been received. It will be applied to your next bill.
Billing Summary
Charges Dueand Adj.Payments
Applied CurrentPrev Bal DiscountCurrent Total AmountAdvance
3,501.600.000.00 3,501.600.00 3,501.60 0.00General-00001457.500.00737.50 1,195.000.00 457.50 0.00Tammy Wright - -00002
2,889.200.000.00 2,889.200.00 2,889.20 0.00Joyce Miller-000031,353.700.000.00 1,353.700.00 1,353.70 0.00Delaware -00004
8,202.00 8,939.50Client Totals 0.00 8,202.00 0.00737.50 0.00
Open InvoicesInvoice PaymentsDate Number Amount and Credits Balance
Original
04/03/01 1636 737.50 737.500.00
737.50.00737.50Totals
Able, Frugal, Successful & Omega
Hair Glamor Salon December 29, 2009
Re: GeneralI.D. 1234-00001 - AAJ Invoice 537-1
Page 1
FeesDate Description AmountRateAtty Hours
Meeting with client regarding corporation setup; prepare draft corporate by-laws
10/12/05 1,125.00150.00FFP 7.50
Meeting with client to review draft by-laws; make revisions to same
10/13/05 300.00150.00FFP 2.00
Attend first Board Meeting of new corporation10/18/05 375.00150.00FFP 2.50Prepare minutes from Board meeting10/19/05 360.00150.00FFP 2.40Transcribe corporate minutes10/19/05 525.00350.00ASA 1.50Draft certificate of representation.10/20/05 45.00150.00FFP 0.30Telephone conference with client re Board Meeting discussions.10/20/05 30.00150.00FFP 0.20Prepare and review employment contract.11/08/05 40.00100.00BPB 0.40Review file; draft letter to T. Martin re current employee information.
11/08/05 75.00150.00FFP 0.50
Revise licensing agreement12/29/05 600.00300.00GGW 2.00
Total Fees 19.30 3,475.00
DisbursementsDate Description Amount
5.00Copy Charges 21.60Computer Research10/31/05
Total Disbursements 26.60
Total Fees and Disbursements 3,501.60
Total Current Charges 3,501.60
Able, Frugal, Successful & Omega
Hair Glamor Salon December 29, 2009
Re: Tammy Wright - Employment DisputeI.D. 1234-00002 - AAJ Invoice 537-2
Page 1
FeesDate Description AmountRateAtty Hours
Review file.10/12/05 52.50175.00AAJ 0.30Legal research; review and execute order to show cause documents
10/12/05 245.00175.00AAJ 1.40
Telephone conference with T. Martin re progress.10/12/05 70.00175.00AAJ 0.40
Total Fees 2.10 367.50
DisbursementsDate Description Amount
90.00Filing Fees; U.S. Superior Court11/20/02
Total Disbursements 90.00
Total Fees and Disbursements 457.50
Total Current Charges 457.50Balance Forward 737.50Total Amount Due 1,195.00
Able, Frugal, Successful & Omega
Hair Glamor Salon December 29, 2009
Re: Joyce MillerI.D. 1234-00003 - AAJ Invoice 537-3
Page 1
FeesDate Description AmountRateAtty Hours
Travel to Albany to meet with client10/18/05 580.00100.00RBH 5.80Meeting with Joyce Miller regarding election of Board Members and revising corporate by-laws.
10/18/05 750.00100.00RBH 7.50
Travel back to Atlanta10/18/05 580.00100.00RBH 5.80Transcribe report to Ms. Miller pertaining to 4/17 meeting10/19/05 525.00150.00RSC 3.50
Total Fees 22.60 2,435.00
DisbursementsDate Description Amount
450.00Travel Expenses; Travel to/from Albany for corporate meetings; American Express10/25/054.20Copy Charges
Total Disbursements 454.20
Total Fees and Disbursements 2,889.20
Total Current Charges 2,889.20
Able, Frugal, Successful & Omega
Hair Glamor Salon December 29, 2009
Re: Delaware IncorporationI.D. 1234-00004 - AAJ Invoice 537-4
Page 1
FeesDate Description AmountRateAtty Hours
Meeting with client to discuss requirements of establishing a Delaware corporation
10/20/05 412.50165.00JJM 2.50
Transcribe report regarding Delaware corporation10/21/05 195.00150.00RSC 1.30Dictate report for client regarding Delaware corporation10/21/05 214.50165.00JJM 1.30Meeting with M. Langley and H. Thomas regarding Board member applications
10/21/05 144.5085.00WHH 1.70
Prepare licensing agreement re Benny Hill product line12/09/05 360.00300.00GGW 1.20
Total Fees 8.00 1,326.50
DisbursementsDate Description Amount
11.20Copy Charges; Report copies 16.00Fax Charges
Total Disbursements 27.20
Total Fees and Disbursements 1,353.70
Total Current Charges 1,353.70
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Blanche Hover5556 N. Broadway DriveDenver, CO 80220
January 12, 2010
ID: 9000SS - WJC
For Services Rendered Through January 12, 2010
Billing Summary by ClientPayments Current Advance Total Amount
Prev Bal and Adj. Charges Discount Applied Current Due
Denver Trucking0.002,393.603,681.98 444.483,237.50 2,393.60 0.00Blackburn Farms0.000.00300.00 300.000.00 0.00 0.00Refinance of 0.00 744.483,237.50 2,393.60 2,393.603,981.98 0.00Totals for Denver Trucking
Shelton and Associates0.000.00595.00 595.000.00 0.00 0.00General0.000.003,933.54 3,933.540.00 0.00 0.00Baby Blanche 0.000.00438.99 438.990.00 0.00 0.00Sale of Paradise 0.00 4,967.530.00 0.00 0.004,967.53 0.00Totals for Shelton and
Associates
Group Totals 8,949.51 3,237.50 2,393.60 0.00 2,393.60 0.00 5,712.01
Open Invoices
Invoice Original PaymentsDate Number Amount and Credits Balance
08/03/01 1864 277.72 25.00252.7208/02/02 2311 352.00 37.50314.5002/05/03 2571 49.31 19.4829.8312/31/05 413 360.00 300.0060.0012/17/09 528-1 595.00 595.000.0004/03/01 1660 2,110.45 1,531.12579.33
Able, Frugal, Successful & Omega
Blanche Hover January 12, 2010Page 2Invoice
Invoice Original PaymentsDate Number Amount and Credits Balance
06/05/03 2737 2,008.48 2,008.480.0012/17/09 528-2 393.94 393.940.0006/05/03 2738 534.60 438.9995.61
5,349.511,331.996,681.50
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Zany Productions, Inc.PO Box 12222Tucson, AZ 85725
January 14, 2010Invoice 1070 - 2093
ID: 3000-00001 - GGWRe: Purchase of Arcane Productions
22,688.00Current Fees1,104.25Current Disbursements
Current Interest 1,483.6025,275.85Total Current Charges
Advance Deposit Applied -75.00Total Current Due 25,200.85
Fee RecapRate/Hour AmountHours
George Washington 18,720.0062.40 300.00PartnerLaura W. Bush 320.001.60 200.00PartnerLaura W. Bush 306.001.80 170.00PartnerNancy D. Regan 180.001.20 150.00PartnerGeorge Washington 616.004.40 140.00PartnerMartha D. Washington 651.006.20 105.00PartnerAbigail S. Adams 945.002.70 350.00AssociateRonald W. Regan 775.003.10 250.00AssociateAndrew Jackson 175.001.40 125.00Law Clerk
84.80 22,688.00Totals
DisbursementsDescription Amount
600.00Private Investigations156.35Long Distance65.40Courier Services
150.00Filing Fees41.00Federal Express
Able, Frugal, Successful & Omega
Zany Productions, Inc. January 14, 2010
Re: Purchase of Arcane ProductionsInvoice 1070 I.D. 3000
Page 2Description Amount
41.50Copy Charges50.00Travel Expenses
Total Disbursements 1,104.25
FeesAmountDate Atty Description Hours Rate
12/22/99 ASA Conference call with social worker re results of initial interview with both parties.
1.50 350.00 525.00
12/27/99 ASA Telephone call with client re support issues and custody agreements.
1.20 350.00 420.00
01/04/00 NDR Review of reports for Social Worker; meeting with client. 1.20 150.00 180.0001/05/00 GGW Review of agreement between parties; telephone call with client re
same. 2.30 140.00 322.00
01/14/00 GGW Conference with family counselor; telephone call to client. 2.10 140.00 294.0003/31/00 LWB Preparation of Articles of Incorporation; conference with client re
purchase 1.80 170.00 306.00
04/12/01 AL Travel to client offices; meeting re: case status 2.50 300.00 750.0004/20/01 MDW Telephone call with client regarding accident 1.50 105.00 157.5004/26/01 GGW Telephone conference with client regarding motion 0.30 300.00 90.0005/02/01 AL Preparation of motion 3.20 300.00 960.0005/02/01 AL Medical document review 1.20 300.00 360.0005/03/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0005/04/01 GGW Review and revise lease agreement; telephone conference with
American Leasing Corp. 1.20 300.00 360.00
05/07/01 AL Memo to file re: conversation with Douglas Mast 0.70 300.00 210.0005/08/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0005/10/01 AL Preparation of motion 3.20 300.00 960.0005/10/01 GGW Telephone conference with client 0.50 300.00 150.0005/14/01 GGW Telephone conference from client regarding potential witnesses 0.60 300.00 180.0005/18/01 GGW Travel to client offices; meeting re: case status 2.50 300.00 750.0005/21/01 MDW Telephone call with client regarding accident 1.50 105.00 157.5006/01/01 AL Review and revise new loan documents; telephone conference
with client re same 2.50 300.00 750.00
06/01/01 AAJ Telephone conversation with client re: tax matter 0.70 125.00 87.5006/05/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0006/06/01 GGW Review and revise lease agreement; telephone conference with
American Leasing Corp. 1.20 300.00 360.00
06/07/01 RWR Preparation for trial 3.10 250.00 775.0006/08/01 GGW Legal research re: pending cases of water contamination suits 2.30 300.00 690.0006/11/01 GGW Office conference with company directors re: pending lawsuit 2.50 300.00 750.0006/12/01 GGW Preparation of motion 3.20 300.00 960.00
Able, Frugal, Successful & Omega
Zany Productions, Inc. January 14, 2010
Re: Purchase of Arcane ProductionsInvoice 1070 I.D. 3000
Page 3AmountDate Atty Description Hours Rate
06/12/01 GGW Review of file; preparation of correspondence to client 0.90 300.00 270.0006/14/01 AL Travel to client offices; meeting re: case status 2.50 300.00 750.0006/18/01 GGW Review of file; preparation of correspondence to client 1.30 300.00 390.0006/22/01 AL Telephone conversation with client 0.10 300.00 30.0006/29/01 GGW Preparation of motion 3.20 300.00 960.0007/03/01 AL Preparation of motion 3.20 300.00 960.0007/03/01 MDW Review of file; preparation of motion 1.60 105.00 168.0007/05/01 GGW Telephone conference from client regarding pending matter 0.40 300.00 120.0007/09/01 AL Review of file; preparation of correspondence to client 0.90 300.00 270.0007/10/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0007/11/01 AL Office conference with company directors re: pending lawsuit 2.50 300.00 750.0007/11/01 GGW Telephone conference with client 0.50 300.00 150.0007/13/01 GGW Telephone conference from client regarding potential witnesses 0.60 300.00 180.0007/18/01 AL Review of file; preparation of correspondence to client 1.30 300.00 390.0007/20/01 AL Attendance at hearing 4.20 300.00 1,260.0007/23/01 GGW Telephone conversation with client 0.10 300.00 30.0008/02/01 GGW Preparation of motion 3.20 300.00 960.0008/03/01 MDW Review of file; preparation of motion 1.60 105.00 168.0008/03/01 AAJ Telephone conversation with client re: tax matter 0.70 125.00 87.5008/07/01 AL Review of file; preparation of correspondence to client 0.90 300.00 270.0008/08/01 AL Legal research re: pending cases of water contamination suits 2.30 300.00 690.0009/14/01 LWB Review of file; preparation of motion 1.60 200.00 320.0009/17/01 AL Review of file; preparation of correspondence to client 1.30 300.00 390.00
Total Fees 84.80 22,688.00
DisbursementsDate Description Amount
Long Distance 156.35 Federal Express 41.00 Copy Charges 41.50 Private Investigations 600.0012/22/99Courier Services 65.4012/28/99Filing Fees 30.0012/29/99Filing Fees 120.0012/31/99Travel Expenses; to Denver ; American Express 50.0008/01/00
Total Disbursements 1,104.25
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Abigail Industries1223 Indian Dr.Mesa, AZ 85202
December 14, 2009Statement
ID: 3100-00001 - AL
Re: General Matters of Counsel
Aged Accounts Receivable0-30 31-60 61-90 91+ Total Due
2,958.30Totals 0.00 0.00 0.00 2,958.30
Open InvoicesInvoice Original
NumberPayments
BalanceDateInvoice
Amount and Credits
10/28/05 3201 1,285.80 1,285.800.00
12/30/05 3203 1,672.50 1,672.500.00
2,958.302,958.30Totals 0.00
Format 155: Statement Cover Page – Summary Group &
Format 151: Statement – Individual Matter in Summary Group
Reference Guide – Bill Formats 63 Rev. 01/15/10
Able, Frugal, Successful & Omega3875 N. 44th St.
Suite 200Phoenix, AZ 85018
(602) 952-5240Fed. Tax I.D. #12-1234567
Media Solutions, Inc.542 W. Cactus Rd.Phoenix, AZ 85018
January 28, 2010Statement
ID: MS01- AL
Aged Accounts Receivable0-30 31-60 61-90 91+ Total Due
Total 2,160.00 0.00 807.50 2,607.25 5,574.75
Open InvoicesInvoice PaymentsDate Number Amount and Credits Balance
Original
10/30/09 556 3,532.25 2,607.25925.0011/30/09 555 1,307.50 807.50500.0001/28/10 552 6,107.50 1,993.504,114.00
01/28/10 553 2,252.50 166.502,086.00
5,574.757,625.0013,199.75Totals
Able, Frugal, Successful & Omega
Media Solutions, Inc. January 28, 2010
Re: Purchase of Production SolutionsI.D. 8501-00001 - AL Statement
Page 1
Aged Accounts Receivable0-30 31-60 61-90 91+ Total Due
2,886.75Totals 1,379.00 0.00 27.50 1,480.25
Open InvoicesInvoice Original
NumberPayments
BalanceDateInvoice
Amount and Credits
10/30/09 556-1 1,830.25 1,480.25350.0011/30/09 555-1 227.50 27.50200.0001/28/10 552-1 2,996.50 1,212.501,784.0001/28/10 553-1 1,382.50 166.501,216.00
2,886.756,436.75Totals 3,550.00
Able, Frugal, Successful & Omega
Media Solutions, Inc. January 28, 2010
Re: Acquisition of Home Media SolutionsI.D. 8501-00002 - AL Statement
Page 1
Aged Accounts Receivable0-30 31-60 61-90 91+ Total Due
2,688.00Totals 781.00 0.00 780.00 1,127.00
Open InvoicesInvoice Original
NumberPayments
BalanceDateInvoice
Amount and Credits
10/30/09 556-2 1,702.00 1,127.00575.0011/30/09 555-2 1,080.00 780.00300.0001/28/10 552-2 3,111.00 781.002,330.00
2,688.005,893.00Totals 3,205.00
Able, Frugal, Successful & Omega3875 N. 44th St.Suite 200Phoenix, AZ 85018(602) 952-5240Fed. Tax I.D. #12-1234567
Johnson Construction CompanyAttn: Kevin Mitchell1925 East Broadway Road, Suite 400Tempe, AZ 85283-1009
January 13, 2010
Dear Mr. Mitchell,
Client: 1000
The firm currently has the following unpaid invoice(s) with Omega Legal Systems. If you need a copy of an invoice, let me know and I will fax it to you. If payment has already been sent, please disregard this notice. Thank you.
Open Invoices
MatterInvoice InvoiceDate Number
Original PaymentsAmount and Credits Balance
07/30/04 3102 41,193.66 26,071.351000-00000 15,122.3110/29/04 3106 17,214.06 16,704.061000-00000 510.0012/11/09 3117 38,594.95 27,339.521000-00000 11,255.43
97,002.67 70,114.9326,887.74Total for matter 1000-00000
07/30/04 3103 20,075.79 17,779.461000-00001 2,296.33
09/30/04 3105 13,391.74 12,381.741000-00001 1,010.0002/28/05 3109 19,483.59 19,483.591000-00001 0.00
52,951.12 49,644.793,306.33Total for matter 1000-00001
09/01/05 502 2,411.00 2,411.001000-00033 0.0011/03/05 3118 5,678.50 3,628.501000-00033 2,050.0012/09/05 3120 2,270.00 2,270.001000-00033 0.00
10,359.50 8,309.502,050.00Total for matter 1000-00033
Totals 128,069.2232,244.07160,313.29
If you have any questions, there are any problems with the invoice(s), or if you need to change any contact information, please contact Martha Grimes at (602) 952-1234 or via email at [email protected]. Thank you.
Standard Modules There are 120 standard modules you can use to customize your bill formats. Several of these modules provide variations of the same data. For example, there may be three Cost modules, each displaying the same data but in a different manner. The following tables provide a sample of each module along with the module ID, name and description.
Draft Modules This table contains samples of modules you can use when building your draft formats. Most of the modules listed can be presented in either portrait or landscape orientation (the corresponding landscape draft module ID’s are in parentheses).
Module ID
Name and Description
272 (411)
Draft – Matter Information. This module prints the matter address and internal/billing comments.
303 (412)
Draft – Billing Addresses. This module prints only if there is more than one address selected to receive bills or statements.
360 (413)
Draft – Alternate Billing Rules. This module prints alternate billing rules if they exist.
Reference Guide – Bill Formats 73 Rev. 01/15/10
Module Name and Description ID
268 (420)
Draft – Billing & Payment Recap. This module prints billed amounts along with payment and write off amounts as well as advance deposit and trust balances.
269 (421)
Draft – WIP & A/R Aging. This module shows WIP & A/R Aging information with 4 aging buckets.
270 (414)
Draft – Timekeeper Fee Recap by Actual Rate. This module groups information by timekeeper and actual rate.
271 (415)
Draft – Cost Recap by Code. This module provides a recap of costs by cost code.
74 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
388 (416)
Draft – Int, Retainer, Total WIP. This module prints Interest, Retainer, and Total WIP.
256 (417)
Draft – Billing Instructions. This module provides the ability to select specific billing instructions.
264 (418)
Draft – Fee Detail in Date Order. This module prints the fee ID, date, attorney initials, description, task/activity codes, hold information, hours, rate and amount.
Reference Guide – Bill Formats 75 Rev. 01/15/10
Module Name and Description ID
265 Draft – Fee Detail grouped by Billable Status. This module prints the fee details that are grouped by billable status (applies only if the system is set to allow non-billable time entries on billable matters).
510 Draft – Fee Detail – Two Line Alternate Format. This module prints fee detail with the description on the second line.
76 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
267 (419)
Draft – Cost Detail in Date Order. This module prints cost ID, date, description/CC/payee, task/activity codes, hold status and amounts.
367 Draft – Cost Detail Combined by Code. This module combines the cost detail information by code, based on table settings.
166 Draft – Multiple Matter Stats. This module prints split stat group members with their percentages.
356 (503)
Draft – Summary Group Info. This module prints group bill address and internal/billing comments from the primary matter of the billing group.
Reference Guide – Bill Formats 77 Rev. 01/15/10
Module Name and Description ID
355 (504)
Draft – Summary Group List. This module provides a list of matters in a group along with billing information.
78 Reference Guide – Bill Formats Rev. 01/15/10
Individual Matter Bill Modules This table contains samples of the modules you can use for individual matter bill formats.
Module ID
Name and Description
9001 Letterhead – Matter Bill. This module prints the standard letterhead for matter bills.
361 Billing Addresses for Bill. This module is used to denote CC addresses.
332 A/R Aging (Detailed). This module provides A/R aging information broken down by fees, costs, interest or retainer.
275 A/R Aging (Totals Only). This module provides A/R aging information without fees, cost interest, retainer or detail.
Reference Guide – Bill Formats 79 Rev. 01/15/10
Module Name and Description ID
274 Open Invoices. This module prints a listing of the open invoices for a particular matter.
80 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
515 Open Invoices. This module prints a listing of the open invoices, including paid invoices.
221 Balance Forward Summary. This module prints previous balance, payments, adjustments, reversals and advanced deposit applied information.
Reference Guide – Bill Formats 81 Rev. 01/15/10
Module Name and Description ID
225 Current Billing Summary w/ Total Due. This module prints current charges with total due and advanced deposit/trust balances.
110 Page Break – w/ Header. This module prints a page break that displays the second page header.
365 Page Break – No Header. This module prints a page break that does not display the second page header. There is no image available as no information displays at the top of the page.
433 Page Break – w/ Header (validate fees). This module prints a page break that ensures that there are fees before bringing up a new page. The image that appears is the same as module 110.
432 Page Break – w/ Header (validate f or c). This module prints a page break that ensures that there are fees or costs before bringing up a new page. The image that appears is the same as module 110.
239 Timekeeper Fee Recap – Actual Rate. This module prints fee recap information sorted by Status code (ascending order).
82 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
240 Timekeeper Fee Recap – Average Rate. This module prints fee recap information sorted by Status code (ascending order).
234 Fees – Block Print. This module prints fee detail in one large block with individual entries separated by a semicolon.
Reference Guide – Bill Formats 83 Rev. 01/15/10
Module Name and Description ID
235 Fees – Date, Init, Desc, Hrs, Rate, Amt. This module prints fee detail with date, attorney initials, description, hours, rate and amount.
512 Fees – Date, Init, Desc, Hrs, Amt. This module prints fee detail with date, attorney initials, description, hours and amount.
386 Costs – Comb. By Code based on table. This module combines costs by like code based on table settings.
84 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
238 Costs – Combined by Code (override table). This module combines costs by code regardless of the table setting.
237 Costs – Combined by Description. This module combines costs by cost code description.
236 Costs – Not combined. This module prints individual cost items in date order.
Reference Guide – Bill Formats 85 Rev. 01/15/10
Module Name and Description ID
364 Costs – Images. This module prints when scanned cost images are available. You must have the Imaging ancillary installed on your system in order to view the information shown in this module.
405 Discount, A/D Appl, Current & Total Due. This module prints any discounts, applied advanced deposits, current charges and total due.
408 Payment Activity. This module details the payment activity by type.
319 Advanced Deposit Activity. This module prints the advanced deposit beginning balance,
activity and ending balance.
409 Trust and Advanced Deposit Activity. This module prints trust and advanced deposit
activity.
410 YTD & Inception Recap. This module prints year-to-date & inception recap of fees and costs
billed and paid.
86 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
502 Phase and Task Code Budgets. This module prints budgets for phase and task codes.
516 Matter Budgets. This module prints matter level budgets.
Reference Guide – Bill Formats 87 Rev. 01/15/10
Task Code Bill Modules This table contains samples of the modules you can use in bill formats requiring task codes.
Module ID
Name and Description
252 Task Fee Recap – Actual Rate. This module prints a fee recap grouped by task code, timekeeper and actual rate.
255 Task Fee Recap – Average Rate. This module prints a fee recap grouped by task code and timekeeper with the rate averaged.
506 Task Fee Recap – Grp by FeeDateMonth. This module prints the fee recap grouped by task code and then by month/year.
88 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
251 Task Cumulative Fee Recap. This module prints a cumulative fee recap that is grouped by task code.
254 Task Cost Recap. This module prints a cost recap grouped by task code.
299 Task Cumulative Cost Recap. This module prints a cumulative cost recap grouped by task code.
Reference Guide – Bill Formats 89 Rev. 01/15/10
Module Name and Description ID
505 Task Cost Recap – Grp by CostDateMonth. This module prints a cost recap that is grouped by task code and month/year.
250 Task Fee Detail – Initial, Hours, Amount. This module prints task fee detail with date, attorney, task/activity codes, description, hours, rate and amount.
90 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
390 Task Fees – Two Line Alternate Format. This module prints date, attorney initials, task code, hours, rate and amount on the first line. On the second line, it prints the description.
223 Task Cost Detail – Combined by Cost Code. This module combines costs by code based on table settings.
389 Task Cost Detail – Not Combined. This module prints individual cost detail items with task code information.
Reference Guide – Bill Formats 91 Rev. 01/15/10
Summary Group Bill Modules This table contains samples of the modules you can use for summary group and combined matter bills.
Module ID
Name and Description
9002 Letterhead – Summary Group Bill. This module prints the standard letterhead for summary group cover pages.
382 Free Text – Summary Group. This module prints free text entered when generating an individual summary group bill or combined matter bill.
279 Group Balance Forward Summary. This module prints previous balance, payments, adjustments and advanced deposits applied for the group.
92 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
277 Group Current Billing Summary w/ Tot Due. This module prints the current billing, total due and advanced deposit/trust balances for the group.
407 Group Current Billing Summary/no Bal Fwd. This module prints the current billing summary for the group with no balance forward information.
395 Group Summary List – One Client. This module prints matters within a group.
Reference Guide – Bill Formats 93 Rev. 01/15/10
Module Name and Description ID
302 Group Summary List – Multiple Clients. This module prints matters within a summary group by client.
286 Group Timekeeper Fee Recap – Actual Rate. This module prints the fee recap grouped by
timekeeper and actual rate.
287 Group Timekeeper Fee Recap – Avg Rate. This module prints the fee recap grouped by timekeeper with the rate averaged.
94 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
318 Group Task Fee Recap – (Cumulative). This module prints the cumulative fee recap grouped by task code.
288 Group Task Cost Recap. This module prints the disbursement recap by task code for the group.
281 Group Open Invoices. This module prints all the open invoices within a group.
Reference Guide – Bill Formats 95 Rev. 01/15/10
Module Name and Description ID
326 Group Open Invoices by Matter. This module prints the open invoices for the group sorted by matter ID.
399 Group Open Invoices by Invoice Prefix #. This module prints all the open invoices grouped by invoice prefix.
289 Group A/R Aging. This module prints A/R aging for the group with 4 aging buckets.
96 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
285 Group Page Break – w/ Header Info. This module prints a page break with second page header information.
357 Group Fees – Date,Int,Desc,Hrs,Rate,Amt. This module prints fee detail for the group with
date, initials, description, hours, rate and amount.
313 Group Costs – Not Combined. This module prints itemized cost detail for the group.
Reference Guide – Bill Formats 97 Rev. 01/15/10
Module Name and Description ID
397 Group Task Costs – Not Combined. This module prints itemized cost detail with task codes for the group.
396 Group Costs – Combined by like code. This module combines costs for the group by cost code based on table settings.
315 Group Task Costs – Comb by Like Code. This module combines costs for the group by cost code based on table settings, and then prints the task code.
314 Group Costs – Combined by Code. This module combines costs by cost codes.
98 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
316 Group Costs – Combined by Descr. This module combines costs by like description.
492 Group Costs – Images. This module prints when scanned group cost images are available. You must have the Imaging ancillary installed on your system in order to view the information shown in this module.
Reference Guide – Bill Formats 99 Rev. 01/15/10
Percentage Group (prorated) Bill Modules This table contains samples of the modules you can use in bill formats that belong to a percentage group where you want the detail to represent each matter’s percentage share of the total bill.
Module ID
Name and Description
291 Timekeeper Fee Recap – Actual Rate. This module is for prorated bills. The fee recap information reflects the actual rate per timekeeper.
292 Timekeeper Fee Recap – Average Rate. This module is for prorated bills. The fee recap information reflects the timekeeper’s average rate.
301 Task Cumulative Fee Recap – Actual Rate. This module prints a cumulative fee recap grouped by task code for prorated percentage bills.
100 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
298 Task Cost Recap. This module prints a recap of costs by task code for prorated percentage bills.
300 Task Cumulative Cost Recap. This module prints a cumulative recap grouped by task code for prorated percentage bills.
297 Task Fees – Initials, Hours, Amount. This module prints fees (percentage bill prorated) with attorney initials, task code, hours and amount.
290 Fees – Initials, Hours, Amount. This module prints fees (percentage bill prorated) with attorney initials, hours and amount.
Reference Guide – Bill Formats 101 Rev. 01/15/10
Module Name and Description ID
296 Costs – Not Combined. This module prints itemized cost detail (percentage bill prorated).
402 Task Costs – Not Combined. This module prints itemized cost detail with task codes (percentage bill prorated).
403 Costs – Combined by Like Code. This module combines costs (percentage bill prorated) by like code based on table settings.
293 Task Costs – Combined by Like Code. This module combines costs (percentage bill prorated) by like cost code based on table settings, and also prints the task code.
294 Costs – Combined by Code. This module combines costs (percentage bill prorated) by cost code.
102 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
295 Costs – Combined by Descr. This module combines costs (percentage bill prorated) by description.
Reference Guide – Bill Formats 103 Rev. 01/15/10
Collection Letter Modules This table contains samples of the modules you can use for collection letters.
Module ID
Name and Description
9003 Letterhead – Collection Reminder Letter. This module prints the standard letterhead for collection reminder letters.
327 Reminder Letter Body. This module prints the body of the collection reminder letter.
331 Open Invoices – Group by Matter. This module prints open invoices for the collection group sorted by matter ID with payments and credits since inception.
104 Reference Guide – Bill Formats Rev. 01/15/10
Module Name and Description ID
517 Open Invoices – Group by Prefix. This module prints open invoices grouped by invoice prefix for the collection group with payments and credits since inception.
Reference Guide – Bill Formats 105 Rev. 01/15/10
Module Name and Description ID
508 Open Invoices – Sort by Date. This module prints open invoices for the collection group with payments and credits since inception.
328 Reminder Letter Footer. This module prints the information that appears in the footer of the collection letter.
106 Reference Guide – Bill Formats Rev. 01/15/10
Super Summary Modules This table contains samples of the modules used in a Super Summary bill.
Module ID
Name and Description
9004 Letterhead – Super Summary Group Bill. This module prints the standard letterhead for super summary group bills.
507 SS Group Summary List – Multiple Clients. This module prints details for matters within a super summary group.
Reference Guide – Bill Formats 107 Rev. 01/15/10
Module Name and Description ID
444 SS Group Open Invoices. This module prints all the open invoices for a summary group.
445 SS Group Open Invoices by Invoice Prefix #. This module prints all the open invoices in the super summary grouped by invoice prefix.
108 Reference Guide – Bill Formats Rev. 01/15/10