Step 7: Financials
Enter the financial information pertinent to this matter by adversary and/or by company.
- From the Financials page, enter the financial information pertinent to this matter by adversary and/or by company. These fields may vary by your matter type and preferences set in Lawtrac. Refer to your company's policies for guidance on what number to enter in the "Financial Amount" data field.
Currency is automatically set by the base currency selected for the Lawtrac application, set by the site administrator in Application Administration. If all billing for this matter is in a currency different from the base currency, you can change the matter’s currency.
If you change the currency, enter the agreed upon rate for their billing firms in the "Rate" field. Alternatively, click the icon to select from predefined rates on the right side.
Note: When the "Currency" field of a matter differs from your base (default) currency, some financial screens for that matter include a column/link for the matter currency.
- Click Next to save and move on to the next page.