Searching for Rate Requests
To see rates for a specific client's Timekeepers:
- Click on the client's name, then click the Rates tab from the client profile page. Click "Select Office" to choose the correct Office from the dropdown menu.
- The Rates list page appears, with a Search option field that you can use to perform a custom search.
- Type some values to restrict your search to specific clients, matter names or numbers, request dates, due dates, statuses, and so forth. Separate multiple criteria with a comma.
The results matching your values will appear in a list as you type, below the search option field.
Search all Timekeeper rate requests:
- Click the Timekeepers tab.
- Click the Rate Request tab. Click "Select Office" to choose the correct Office.
- The Rates list page appears, with a Search option field that you can use to perform a custom search.
- Type some values to restrict your search to specific clients, matter names or numbers, request dates, due dates, statuses, and so forth. Separate multiple criteria with a comma.
The results matching your values will appear in a list as you type, below the search option field.