• Determining attorney billing rates no longer in use

    Anonymous
    Anonymous
    I am fairly new in my role as billing assistant and now find that my predecessor(s) apparently never eliminated attorney billing rates that are no longer in use. As such, each attorney has multiple billing rates (as many as 20 different rates in the rate…
  • Flat Fees in Automatic Rate Selection

    When trying to create a rule for Automatic Rate Selection within Client Information >> Rates, the rules always show up as "Hourly" even when the source is a Task that is "Flat Fee" How can I ensure that the Automatic Rate Selection Rules acknowledge…