What Are Rate Cards and How Do I Use Them?
If you have a specific user rate that you use over and over again rather than having to set up user rates in the Matter
or assign them to a Contact
, you can create a rate card. These Rate cards can be selected on a Contact
or for a Matter.
To create one:
- Go to Firm Settings
- Go to Rate Cards under Billing
- Click on the plus sign to add a new card
- Give the Card a name, add the users and their rate, then select the check mark to save the rate
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' ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
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 ...
What Are the Different Billing Types?
Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...
How Do You Filter Time Entries by User?
If you are looking to see all Time Entries entered by a specific user you can do so by using the Advanced Search in the Time section. You can also utilize the other filters to make your search even more granular. To use the Advanced Search: Go to the ...
Experiencing degraded performance in CARET Legal?