Setting a Default Billing Rate for a User


1. Logged in as a firm administrator, go to Tools > Settings and Options.

 

2. In the left-hand menu, under User Management, click on User List.

 

3. Select the user you would like to set a default billing type for. Click on that user.

 

4. You will be taken to that user's account. Click on Edit.

 

5. In the edit user account page, select an option from the User Default Billing Rate dropdown menu.

 

  • No Default (default billing type selection)

  • Rate for Attorney Responsible (Corresponds to Partner)

  • Rate for Attorney Handling (Corresponds to Associate Attorney)

  • Rate for Paralegal Handling (Corresponds to Legal Assistant)

  • Rate for Secretary Handling. 

6. If you would like to change your own Default Billing Rate, go to My Account directly and follow the same steps listed above.