What are Default Soft Costs?

If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time.

To create a default soft cost, or template, navigate to your Firm Settings.

Click on "Billing & Accounting" --> "Default Soft Costs."

Click on the + on the grey tool bar to the right.

You will be required to create a "Type" and a price for the expense. These will pre-fill the soft cost description and unit price fields when you add the soft cost to a Matter.

Once you save the Default Soft Cost, it will be available to be selected in the New Soft Cost module.

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