Video: Client-Level Rates

Client-Level Rates lets law firms define billing rates once at the client level so every new matter automatically inherits the correct rates. This eliminates repetitive setup, reduces billing errors, and ensures consistent billing throughout the client relationship. The feature supports both blended rates and role or timekeeper-based rates, with the flexibility to override rates at the matter level when exceptions are needed. Existing matters and historical billing remain unchanged.
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In this video, you’ll see how to enable Client-Level Rates, configure rate structures, and apply overrides when required.
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