Rate Groups allow you to organize groups of rates for specific timekeepers, making it easy to assign a group of rates for timekeepers to an open matter.
Navigate to Rate Groups
Go to the App Launcher (or waffle) and search for Rate Groups.
Rate Groups
- Access your saved list views for the rate groups.
- Add a new rate group, import, or change the owner of the rate groups.
- Create, delete, or edit the available list views for the rate groups.
- Access, delete, or edit the available rate groups from the list.
Rate Group Members⚡Component
The Rate Group Members⚡component is available on a Rate Group-based Lightning record page from the AdvoLogix Matter Management v1.151 onward.
The rate group members Lightning component allows users to easily manage the members within a rate group. Users can add, edit, or remove members from rate groups with the ability to apply changes to all applied matters of the rate group. For more details, follow these links: Manage Rates From Within a Rate Group and Applying Rate Group(s) to Matter(s).
Matter Rate Groups
This related list is available on a matter record from AdvoLogix Matter Management v1.151 onward. If you don't see the related list, please contact your system administrator.
The matter rate groups related list provides visibility into all the applied rate groups on that matter. For more information, follow this link.