How do I Add User Rates to a Matter?

  • Updated
To add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter.
  1. Navigate to the Matters section and click on the Matter No to display the Matter Details, then select the Options tab.

  2. Scroll down to the User Rates section and click + to display a new row.

  3. Select the User from the drop-down list and enter in the Rate.

  4. Click on the checkmark to save the rate.

If you are using a Rate Card, the User Rate overrides those rates.           

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