Overview

Where there is a special rate agreement with the client, Billing Rates can be assigned to specific Clients or Matters. 



TABLE OF CONTENTS

Client Rates

To assign a rate set at client level, this can only be viewed, selected and changed in the Accounts side of the system.


How to assign a Client rate 

To change the rate set for a client, open the client card.


1. Select Update, select Client and Update Client.  


                                                                                                 

2. Select the applicable Rate Set under Rate Set from the drop-down menu.

                 

Matter rate set

The rate set can be assigned to a matter. 


How to assign a Matter rate set

1. Select and view the matter card. Select Update to edit the details of the matter. 


2. Under the subheading Rates & Estimates, select the applicable matter Rate Set from the drop down menu. Select Save and Close. 

If the Save & Close button is greyed out, select an invoice template from the drop down menu. This will turn the button blue and make it selectable.



Inherited Rate set explained


When a rate set shows as 'Inherited' on a matter in the Edit matter details screen, it means that it has inherited the rate set that has been set at client level i.e., the default.


If a firm is using the 'firm default' then a matter will automatically have the rate set showing as 'inherited'.