AdvoLogix Help

Fee Arrangement Data Model

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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

Record Types
  1. Contingency Fee
  2. Fixed Fee
  3. Capped Fee
Page Layouts
1. Fee Arrangement Layout-Contingency Fee

The Contingency Fee page layout should be assigned to the Contingency Fee record type in your users' profiles.

2. Fee Arrangement Layout-Fixed Fee

The Fixed Fee page layout should be assigned to the fixed fee record type in your users' profiles.

3. Fee Arrangement Layout-Capped Fee

The Capped Fee page layout should be assigned to the capped fee record type in your users' profiles.

Compact Layouts
1. AdvoLogix Contingency Fee

The AdvoLogix Contingency Fee compact layout should be assigned to the Contingency Fee record type.

Fields include:

  • Name
  • Record Type
  • Active
2. AdvoLogix Fixed Fee

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
3. AdvoLogix Capped Fee

The AdvoLogix Capped Fee compact layout should be assigned to the Capped Fee record type.

Fields include:

  • Name
  • Record Type
  • Active
  • As Priced Profit Margin
  • As Delivered Profit Margin
  • Price
  • Average Matter Price
Lightning Record Pages
  1. AdvoLogix Fee Arrangement Record Page

The AdvoLogix Fee Arrangement record page ships as the Org Default assigned record page.

Fee Arrangement Feature Object

Page Layouts
  1. Fee Arrangement Feature Layout

Matter Fee Arrangement Object

Record Types
  1. Contingency Fee
  2. Fixed Fee
  3. Capped Fee
Page Layouts
  1. Matter Fee Arrangement Layout-Contingency Fee
  2. Matter Fee Arrangement Layout-Fixed Fee
  3. Matter Fee Arrangement Layout-Capped Fee
Compact Layouts
  1. AdvoLogix Contingency Fee
  2. AdvoLogix Fixed Fee
  3. AdvoLogix Capped Fee
Lightning Record Pages
  1. AdvoLogix Matter Fee Arrangement Record Page

Matter Fee Arrangement Feature Object

Page Layouts
  1. Matter Fee Arrangement Feature Layout

Budget Matter Fee Arrangement Object

Page Layouts
  1. Budget Matter Fee Arrangement Layout
Compact Layouts
  1. AdvoLogix
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