I am not able to find 'Rate Card Review' option under the Finance Tab. It only shows LEDES Rules and LEDES Codes. What do I do?
It appears that some security permissions need to be enabled for yourself in order for those options to appear under the Finance tab. To do so, please have the firm administrator go to People --> Our Staff and select the small security key icon to the right for yourself. Here I would recommend checking all of the boxes except the one labeled "Turn All Permissions Off" and hitting 'Save'. Once saved, click the 'Home' link to refresh your site and those options should then appear under Finance.