Origination & Production Configuration

Centerbase offers Production and Origination compensation reporting. Production & Origination can be set at the system or matter level only. This article will detail how to set up Production & Origination at the matter level:

Navigating to Production & Origination Settings

• Open the matter record
• Click on the cog located to the right of Matter Actions and Workflow
• Click Origination.

Understanding Origination vs. Production

• Originator: In most law firms, the originator(s) on a matter is the individual who brought the business to the firm. In Centerbase, anyone listed as an originator receives a percentage of all fees received on the matter, no matter who the timekeeper is.
• Production: The production section is used to compensate each timekeeper for the time they worked on a matter by giving them a percentage of the fees received on their time. 

Note: Production and Origination can be used independently or together. You do not have to use either section in order to use the other.

Configuring Origination

• First, click the Edit button in the top right corner of the Origination Settings screen to enable edit mode. 
• Next, we will configure the origination settings:
  • Origination Percent: Total percentage of fees received allocated to Originations. 
  • Don't Split Origination When Timekeeper: If true and you have multiple originators, an originator will not give up a percentage of their origination to the other originator(s), instead they will keep the entire origination. For example, if two originators are splitting origination 10% each for a total of 20% origination, if one of the originators is the timekeeper, they will receive the full 20% origination and the other originator will receive 0% of those fees.
  • Use Default Settings: If true, the matter will pull origination settings from the System Settings. If this setting is checked, you will not be able to customize the percentages below. 

• To add an originator, click on the Select and click on + button to add an originator title to expand the drop-down menu. 
• Choose the originator. 
• Click the green + button.
• Set origination percentage. Note: The origination percent must equal the Origination Percentage setting above. 
• You can select more than one originator. Follow the previous 4 steps to add additional originators. 

Configure Production Section

A Partners group will always show up and an Associates group can be configured to show up by default as well under the Production section.

• Click the percentage located in the Timekeepers column for the Timekeeper you'd like to configure and set a percentage. Note: The Timekeepers, Firm and Originator columns must always equal 100%. Centerbase will automatically set the Firm percentage based on what's left over after allocating the Originator and Timekeeper percentages. 

You can add individual exceptions for timekeepers who are a part of the defined timekeeper groups that need to be paid a different percentage or for timekeepers who aren't a part of the timekeeper groups. 

• Click Select and click on + button to add a timekeeper... to expand the dropdown menu. 
• Select a timekeeper.
• Click the green + button.
• Edit the timekeeper's production percentage in the Timekeepers column

Once you've finished configuring the settings click Save to save your settings.