Fee arrangements are crucial in legal and business transactions that outline the financial aspects of a legal case or professional engagement. This article outlines all items packaged in the AdvoLogix Matter Management application related to fee arrangements.
Important notes regarding packaged items:
Page Layouts
The changes provided by AdvoLogix to the page layouts are not automatically updated in the subscriber's organization. A system administrator must manually update the page layouts so that users can view these updates.
Compact Layouts
The changes to the compact layouts provided by AdvoLogix are automatically delivered to the subscriber's organization. It's crucial to note that any new update with modifications to these compact layouts will overwrite and remove your customization. To avoid this, we strongly recommend cloning and assigning compact layouts for your customization in your organization.
Lightning Record Pages
The packaged Lightning record pages can be cloned within the subscriber's organization. However, by doing so, new changes will not be automatically delivered to subscribers, so your system administrator must manually make changes to your cloned Lightning record page.
Fee Arrangement Object
- Contingency Fee
- Fixed Fee
The Contingency Fee page layout should be assigned to the Contingency Fee record type in your users' profiles.
The Fixed Fee page layout should be assigned to the fixed fee record type in your users' profiles.
The AdvoLogix Contingency Fee compact layout should be assigned to the Contingency Fee record type.
Fields include:
- Name
- Record Type
- Active
The AdvoLogix Fixed Fee compact layout should be assigned to the Fixed Fee record type.
Fields include:
- Name
- Record Type
- Active
- As Priced Profit Margin
- As Delivered Profit Margin
- Price
- Average Matter Price
- AdvoLogix Fee Arrangement Record Page
The AdvoLogix Fee Arrangement record page ships as the Org Default assigned record page.
Fee Arrangement Feature Object
- Fee Arrangement Feature Layout
Matter Fee Arrangement Object
- Contingency Fee
- Fixed Fee
- Matter Fee Arrangement Layout-Contingency Fee
- Matter Fee Arrangement Layout-Fixed Fee
- AdvoLogix Contingency Fee
- AdvoLogix Fixed Fee
- AdvoLogix Matter Fee Arrangement Record Page
Matter Fee Arrangement Feature Object
- Matter Fee Arrangement Feature Layout
Budget Matter Fee Arrangement Object
- Budget Matter Fee Arrangement Layout
- AdvoLogix