Rate Card

A list of rates for all applicable persons/fee earner classes displays. Rates are shown for the firm standard rate card as well as any client-specific exception rate cards. You can narrow the list to show only rates for a specific person or fee earner class using the search fields on the left side of the screen. You can also change the revision (version) of the rate cards using the Version drop-down in the upper left corner of the screen.

You can export the list of rates by clicking the drop-down arrow in the upper right corner of the screen and selecting either Export selected revision (export what is currently shown on the screen) or Export latest revision (export the most recent version of the rate card(s), regardless of what is currently shown on the screen).

Tip: You can show/hide the Client Rate Card page for various users. Admin: Permission Group: Person>Can View Client Rate Card.