How do I add a Rate Card to a Contact?

If you have a client that has or will have multiple Matters you can select a Rate Card for them. All new Matters will automatically pull these rates.

To add a Rate Card to a Contact:

Navigate to your Contacts section and locate the Contact card to assign a Rate Card, then select View/Edit from the kebab menu.
Click on the Billing tab in the Edit Person modal.
Select the Rate Card you would like to use from the drop-down list.

You are also able to add Rate Cards on the Matter level!

Adding a Rate Card to a Contact automatically updates NEW Matters, but not existing Matters.

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