Administrative users of the Legal department and matter leads can enable rate cards for vendor staff members/timekeepers at the matter level. While most rate cards are generated for timekeepers from the vendor page for the fiscal year, a matter-level rate card can help the Legal department manage timekeeper discounts for a specific matter.
Important Note: Settings for a rate card applied at the matter level take precedence over the settings of an individual timekeeper's or firm's rate card. Matter-level rate cards inherit the firm's currency of preference.
To add a matter-level rate card:
From within the selected matter, navigate to the Firms & Vendors tab.
Click the icon in the Firms/Vendors table. You can add a matter-level rate card for the firm or for the timekeeper. Your site administrator must have the matter-level rate card switch turned on in Application Administration.
- Choose a fiscal year from the "For Fiscal Year" drop-down list.
- Select a radio button to restrict to fee items only, restrict to disbursement/other items only, or authorize all LEDES categories.
- Enter a basic rate in the data field.
- Click Set Rate to confirm.
Rate card information is categorized by code, description, type, rate and approval.
Once the rate has been set, a notice appears confirming that the request has been processed. Click Here to adjust or add specific rates for the matter-level rate card.
Note: If a matter is deleted, all associated matter-level rate cards are automatically deleted as well.