Rates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
Go to a Matter Record
Click the name of the matter you wish to modify a rate.
Add a Rate
Click on the New button in the Rates related list.
Create a New Rate
- Set a name for this rate.
- Choose the amount for this rate.
- Hour or Item
- Time or Expense
- Choose the amount as the cost to you as an organization for this rate.
- Enable this if you want to override the timekeeper level cost set for this rate.
- Associate to a rate group - Enter a search term (part of the name of a rate group) and select an item from the displayed list of rate groups.
- Associate to a Matter - Enter a search term (part of the name of a matter) and select an item from the list of matters.
- Associate to a timekeeper - Enter a search term (part of the name of a timekeeper) and select an item from the displayed list of timekeepers.
- Associate to a role - Enter a search term (part of the name of a role) and select an item from the displayed list of roles.
- Check if you want this rate active (can not be used if not active).
- Check if you want this rate set as a default rate.
- Save options:
- Click Save to save the new rate.
- Click Save & New to save the new rate. You will then be taken to a blank rate creation page to add an additional rate.
- Click Cancel to erase your attempt at creation and not save the rate.
From AdvoLogix Matter Management v1.151 onward, there is now a better way to apply rates to matters using rate groups. For more information, click this link.
Rate Detail Page
