AdvoLogix Matter Management

Adding Rate Groups

Updated May 04, 2020

Rate Groups allow you to organize groups of Rates for specific Timekeepers for easy assignment of a group of Rates for Timekeepers to a Matter.

Create a New Rate

Rate Group Name - Set a name for this rate group.

Active - Check if you want this rate group active (can not be used if not active).

Description - Enter a desired description to describe the rate group.

Owner - Defaults to the person logged in creating the rate.  Can be changed after save.

Code - Enter a desired descriptor to define the rate group with an optional code.

Save Options

  • Click Save to save the new rate.
  • Click Save and New to save the new rate and be taken to a blank rate creation page to add additional new rate.
  • Click Cancel to erase your attempt at creation and not save the rate.

Rate Detail Page

  1. The Rate detail page shows all the information that was entered and general system information.  
  2. The Rates related list shows the Rates this Rate Group is related to.
  3. The Rate Group History related list shows the history of changes made to the Rate Group.
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