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
- Navigate to the Matters section and click on the Matter No to display the Matter Details, then select the Options tab.
- Scroll down to the User Rates section and click + to display a new row.
- Select the User from the drop-down list and enter in the Rate.
- Click on the checkmark to save the rate.
If you are using a Rate Card, the User Rate overrides those rates.