Rate Card

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

To modify rate information:

1. Click the drop-down arrow in the upper right corner of the screen. On the Report tab, click the Rates button.
2. Chose the rate card to be used from the Base Rate Card drop-down menu.

3. From the Action drop-down, select one of the following (instructions for each type of action are in the following sections):
   • Edit Rules- Set rates, discounts, or rate caps for specific timekeepers or classes of timekeepers.
   • Set Card Level Parameters- Set rates, discounts, or rate caps for all timekeepers on the card.
   • Override Timekeeper Rates- Enter a rate or discount percentage for each individual timekeeper.
   • Set Group Level Discount- Enter a discount percentage for each class/category of timekeeper.
4. After making changes, you can view their effects in the Preview pane on the right side of the New Rate Card window. Here you can toggle between the Rates view, which shows each timekeeper's rate, an the Budget view, which shows hours, rates, margin, and realization for each timekeeper for each phase of the budget.
5. Under Phases, select each phase to which the rate card should apply.
6. Click Save.

Edit Rules:

A list of rules displays. To add a new rule, click the Add button and fill out any applicable information:

• Level- Leave the default of All if this rule should apply to all timekeepers. If it should apply only to a certain Person or a certain Class, Type, or Category of timekeeper, you can specify the person/class/type/category in the field provided.
• Blended Rate- Enter an hourly rate that will apply to all timekeepers included in this rule. If you enter a blended rate, all remaining fields are disabled, as it is assumed that this rate includes any agreed-upon discounts and will be applied regardless of circumstances.
• Discount (%)- Enter a discount percentage that will apply to all timekeepers included in this rule.
• Lock Date- Enter a date at which this rate becomes locked, meaning there cannot be a rate increase.
• Step Up- Select Yes if timekeepers included in this rule should be eligible for a rate increase (e.g., if a third-year associate becomes a fourth-year associate).
• Rate Cap- Enter a maximum rate that can be charged for all timekeepers included in this rule.

Click Save to add the rule. You can modify an existing rule by clicking the pencil icon, or remove it by clicking the X in the far right column.

Set Card Level Parameters:

The instructions for setting card level parameters are the same as for editing rules, but these parameters apply to everyone included on the rate card rather than just specific people or classes.

Override Timekeeper Rates:

A list of persons/classes included on the rate card displays. For each applicable timekeeper, enter the rate that should be applied in the Override Rate field, or enter a discount percentage in the Discount field. Entering a value in one field automatically updates the other. If the Override Rate entered is higher than the Base Rate for this timekeeper, the Discount percentage will be negative.

Set Group Level Discount:

A list of timekeeper categories included on the rate card displays. Enter a discount percentage for each applicable category.

Matter tab detailed in the About Matters section.