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Most of the time my attorney charges a set hourly rate (Ex: $350.00 per hour) but he also changes this on a case by case bases (Ex: $200.00, $300.00, etc.) So we end up having clients set at different hourly rates. It is time consuming and hard to remember to go back an change the hourly rate for each client. Is there a way to customize the hourly rate under each matter so that the client is automatically billed at “their rate” and keeps me from having to go through each invoice/time entry to manually change the hourly rate? Thanks.

Hi Candice!

Thanks for your question. This can be setup from within the matter by:

  1. Double clicking on “Info” (first row in the Matter Details)
  2. Navigating to the second tab for ‘Billing’
  3. Overriding the default rate (either by all staff or per staff member)

Please let us know if we can assist any further!