In CARET Legal there are five levels within the rate hierarchy that define what rate will be selected.
Default User Rate
- Select My Settings from the drop-down menu beside your avatar to display the User Settings modal.
- Click Billing in the menu bar or scroll down and enter a Default Rate.
Matter Hourly Rate
- Navigate to the Matters section and select a Matter No to open the Matter details.
- Click the Options tab and scroll down to Billing Options.
-
Enter an Hourly Rate to override all users' default rates just for that Matter.
Rate Card
- Select Firm Settings from the drop-down menu beside your avatar.
- Click Billing & Accounting and select Rate Cards from the expanded menu.
-
Click + to create a Rate Card that can be applied to a Matter.
- When a Rate Card is applied to a Matter the user's rate will be determined based on the Rate Card. This overrides the Matter Hourly Rate.
If a user is not listed on the Rate Card, the hourly rate or their default rate will be used, unless they have a specified Matter User Rate.
Matter User Rate
- Navigate to the Matters section and select a Matter No to open the Matter details.
- Click the Options tab and scroll down to User Rates.
- Click + to add a new row.
- Select a User from the drop-down list and enter a Rate, then select the checkbox to Save.
This overrides any other rates on the Matter.
Time Entry
- Click New Time Entry from the Quick Add menu or navigate to the Time section and select + in the action bar to display the New Time Entry modal.
- Enter or select an option from the drop-down lists to complete the fields.