Rate Plans
Written by Jodi Hinkle
Updated over a week ago


Rate plans simplify the billing process by eliminating the need to manually enter billing rates every time a new case is created. This minimizes the chances of errors and saves a significant amount of time. With rate plans, you can easily apply the appropriate billing rates to cases, ensuring accurate client billing.

Rate plans also allow you to set hourly rates for different roles and track them effectively. You and your firm can assign rate plans while creating new cases or adding firm users to a case, making it easier to manage billing rates for each member.

Add Rate Plans

To add a rate plan:

  1. Go to Settings

  2. Select User Rates

  3. Select the Add Rate Plan button

  4. Add Rate Plan Title

  5. Add a User

  6. Add Rate

  7. To add additional Users, select the Add User Rate button

  8. Click Save

Edit Rate Plans

To edit a rate plan:

  1. Go to Settings and select All Settings

  2. Select User Rates

  3. Select the edit (pencil) icon

  4. Edit information

  5. You can also delete a User by selecting the delete (trash) icon

Click Save

Delete Rate Plans

To delete a rate plan:

  1. Go to Settings

  2. Select User Rates

  3. Select the delete (trash) icon

  4. Confirm that you want to delete the plan by clicking the Delete Plan button.|

Adding a Rate Plan when Adding a New Case

You can add a rate plan when adding a new case.

  1. Add a Case by selecting the Cases icon on the dashboard or from the Add Item Menu.

  2. On Step 4, Staff, Select a Rate plan.

  3. Once a rate plan is selected, the billing rate populates for each user with a title that has a rate setup in that rate plan.

  4. You have the option to change rates if needed.

Adding Rate Plans to Existing Cases

To add a rate plan to an existing case:

  1. Go to the Cases Tab

  2. Select a Case

  3. In the Case Details window, select Contacts & Staff

  4. Click the Staff drop down

  5. Select a Rate Plan

  6. Edit rate information if needed by selecting the edit (pencil) icon

  7. Edit information

  8. Click Save

Permissions for Rate Plans

Anyone at the firm that can edit user permissions can edit them. These are the two permissions that are associated with rate plans.

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