How to create a Firm Role and apply a Client Custom Rate.
You may create firm roles to assign specific roles to billing users in your firm. Creating these roles gives you the ability to set up custom role-based rates. You will then have the option to create a client custom rate for specific clients.
This is option may be enabled in the client's contact record.
Client custom rates are designed to allow you to bill the client a special rate (role-based rate), that is different than the default hourly rates. Once enabled for a client, all matters created from that point on will use the custom client rates instead of the default rates.
This client custom rate will not apply to pre-existing matters. Once enabled for a client, these rates will be used on all new matters going forward.