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.
- View our FAQ to change client rates for all existing matters in bulk.
- View our FAQ to change a client rate for a single matter.
1. Click on 'Settings' and select 'Setup Firm Roles'.
2. Click 'Add new role' or 'Add one now'.
3. Insert the 'Role Title'. Enter the name of each user assigned to that role. Click the green "+" sign to add a user. Lastly, click 'Save'.
4. Navigate to the client's contact record and click 'Edit Rates'.
5. Insert the desired rate for each firm role for this client. Toggle 'Enable' for each custom role rate you want to turn on and 'Save'.
