Create Client-Specific Billing Rates

Last published at: January 12th, 2022

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In the Contacts module, select the attorney, paralegal, or other biller that performs work for a desired client. At the bottom left of the biller's contact record is an Hourly Rate section. The default rate box will be used any time the client being billed does not have a client-specific rate.

Click the Add button to add a client rate. In the pop-up window, select the desired client and enter a client-specific billing rate. Once added, the client billing rate is shown next to the Add button. You can create multiple billing rates for each biller. Save the contact record after a new rate has been added.