How do I add a rate card to a contact?

How Do I Add a Rate Card to a Contact?

If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact:
  • Select the contact you would like to assign a Rate Card



  • Click on the 'Billing' tab



  • Select the Rate Card you would like to use


You are also able to add Rate Cards on the Matter level!

Adding a Rate Card to a Contact will only automatically update only for NEW Matters, not already existing Matters.
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