How Do I Add User Rates to a Matter?

How Do I Add User Rates to a Matter?

If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter.
  • Select the 'Options' tab inside of the Matter



  • Scroll down to 'User Rates'

  • Click on the plus sign 



  • Select the user from the drop-down list and enter in the rate



  • Click on the checkmark to save the rate


If you are using a Rate Card, the User Rate will override the rates in the Rate Card

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