CARET Legal supports increments on a per-matter basis and also as a firm-wide default increment. There are a few methods throughout CARET Legal to set up increments for time-based billing.
Setting increments when creating a new Matter
- Select New Matter from the Quick Add menu or navigate to the Matters section and click + on the Matters toolbar to display the New Matter modal.
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Complete the required fields indicated with a purple bar and any additional fields you wish.
Scroll down to the "Billing section" and enter an Hourly Rate and Increment.
Modifying the increment on an existing matter
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Navigate to the Matters section to display your list of Matters, then open a Matter to view the details.
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Click the Options tab, then scroll down to the "Billing Options" and modify the Hourly Rate and Increment fields.
Set Up the Firm's Default Increment
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Select Firm Settings from the drop-down menu beside your avatar, then click Billing & Accounting from the menu bar and select Billing Options from the expanded menu.
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Select an Hourly Billing Increment from the drop-down menu.