To create a Work Category:
- Select Firm Settings from the drop-down menu beside your avatar.
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Click Billing & Accounting from the left menu bar and select Time Entry Categories from the expanded menu to display your list of Work Categories, then click + at the top right.
- Enter Type of work and a Default Narrative if you wish, then click Save.
To create a Service with a flat fee:
- Click Flat-Fee/Service Descriptions from the expanded menu to display your list of Flat-Fee/Service Descriptions, then click + at the top right.
- Enter a Service Name, Practice Area, Service Description, Default Price, then click the checkbox under Active.