This process is used when wanting to have different charge rates for a matter compared to those set against the user in Security > Maintain User Security.
Step-by-step guide
Adding a Scale
- Go to Parameters > Set Parameters
- Type in SC into Parameter Type and press Enter
- In the context menu, choose Add
- For the new scale, give it a code of up to four alphanumeric characters, e.g. VIP
- Enter a Description for the Scale, e.g. VIP rates and click OK
Adding Charge Rates to a Scale
The charge rates for each scale are usually based on particular resource types, although a charge rate can be set universally to all resources on a scale if required.- To check user’s Resource Types:
- go to Security > Maintain User Security,
- select their name from the left hand menu and then click Modify User – their Resource Type will be noted in that window.
- To add or modify the charge rates on a scale:
- Go to Parameters > Set Parameters:
- From the menu choose Matter and Client and then Charge Rates
- In the Charge Rates window that pops up, right click and Add
- Choose the Scale for which you are adding the charge rate
- In Resource Type, enter the type of resource for which this rate will apply on this scale, e.g. partners charge at a certain rate, which is different to lawyers, which is different again to paralegals. If the charge rate applies to all resources, then type * into that field.
- If the charge rate needs to be connected to a particular activity code/task only, then specify the activity code in the Act. Code/Item No field. Otherwise, leave the field blank so that the rate will apply to all activity codes for that scale.
- In the “Rate – Time” field, enter the charge rate per unit and type 6 min into the “Unit of Charge” field (provided you charge in six minute units).
- Change the Effective Date if required, otherwise leave as is. The other fields can be left blank or as 0. Click OK to complete the addition of the charge rate.
- Repeat the process for other resource types as required for that scale.
- To check user’s Resource Types:
Setting or Modifying a Scale on the Matter
- Go to the matter, then the Matter Menu
- Click on Review Matter Details
- In the Scale field, click on the ... button and choose the appropriate scale created in step 1 above
NOTE: if a client has special rates repeat 3. to 3c. for each matter for that client.
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