How do I add a Rate Card to a Matter?

  • Updated
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact.
To add a Rate Card to an existing Matter
  1. Navigate to the Matters section and open a Matter to view the details, then select the Options tab.


  2. Scroll down to the Rate Cards section and select a Rate Card from the drop down list, then if you wish to enter a Discount %.

Was this article helpful?

0 out of 0 found this helpful