Acquisition Distribution of the Case

Overview Acquisition Distribution

The acquisition distribution determines which attorney (or which people together) were responsible for acquiring a client or case—and what percentage each contributed.

When a new client comes to the firm, it's usually not just one person involved in bringing them in. Maybe Partner A made the initial contact, Partner B led the pitch meeting, and Colleague C gave the decisive push through their network.
The acquisition distribution reflects exactly that: who contributed to bringing in the new client, and to what extent. How does this work in practice (from a user perspective)?

Recording when creating a case/file: When setting up a new client or case, the user enters the involved “acquirers.”
Each person involved is assigned a share—for example, 60% / 40%, or just one person with 100%. The total usually adds up to 100%.

When you create a new client or case in the application, you should enter the person(s) responsible for acquiring the client and their respective shares in the appropriate section—just like you would enter the case manager or file number. This isn’t just an administrative detail; it’s important for later analysis and possibly for compensation, so it’s crucial to record this accurately and promptly.

With acquisition distribution, you can further allocate revenue distribution values for each file.
A configured acquisition distribution is required. The configuration includes general settings to control how acquisition shares are entered and validated in the file, and the option to generate statistical entries for export to accounting. If you use the booking export, transactions are automatically calculated in Lexolution and are available in a journal for analysis and manual corrections. Manual corrections are also exported.

Acquisition Distribution in the File

At the bottom of the file view, you’ll find the Acquisition Distribution tab in the file details, where you can add any employees as acquirers. Click the pencil icon to open the entry dialog.

Each acquirer needs an assigned acquisition type. You can configure the list of available acquisition types under Special Administration (General) > Acquisition Types.

You can also enter the distribution of acquisition shares, so that later, when payments are received, revenue can be distributed according to these shares.

In the Main Acquirer column, you can specify that the employee will be shown as the main acquirer in the Outgoing Invoice Journal view in the relevant invoices.

In the “Number of Documents” column, you can specify that the employee will be inserted into the Invoice: Acquirer text field, so their name can be printed on your invoice documents.

Acquisition shares can always be entered for specific time periods, with validation down to the exact day. The entry must be unique for each employee and the acquisition type described below.

You should also decide how acquisition types will be used as an additional classification feature. At least one acquisition type must be specified.

For an acquisition type, you can set a default percentage in the “Default [%]” column, which will be pre-filled when using the distribution in a file. This default can be overridden for each file. The default must be between 0 and 100%.

Example

Employees with this acquisition type should always receive a 15% share. Enter 15% in the “Default [%]” column.

In the “Maximum Distribution [%]” column, you can enable a check for the maximum percentage that can be allocated for this commission type per file. The value must be between 0 and 100%.

Example

For each file, a maximum of 20% can be distributed with the acquisition type “Acquisition.” Enter 20% in the “Maximum Distribution [%]” column. . .