Overview
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:
Go to Settings
Select User Rates
Select the Add Rate Plan button
Add Rate Plan Title
Add a User
Add Rate
To add additional Users, select the Add User Rate button
Click Save
Edit Rate Plans
To edit a rate plan:
Go to Settings and select All Settings
Select User Rates
Select the edit (pencil) icon
Edit information
You can also delete a User by selecting the delete (trash) icon
Click Save
Delete Rate Plans
To delete a rate plan:
Go to Settings
Select User Rates
Select the delete (trash) icon
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.
Add a Case by selecting the Cases icon on the dashboard or from the Add Item Menu.
On Step 4, Staff, Select a Rate plan.
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.
You have the option to change rates if needed.
Adding Rate Plans to Existing Cases
To add a rate plan to an existing case:
Go to the Cases Tab
Select a Case
In the Case Details window, select Contacts & Staff
Click the Staff drop down
Select a Rate Plan
Edit rate information if needed by selecting the edit (pencil) icon
Edit information
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.
