To set Matter Task rates:

  • Switch to the Matters app using the app switcher links
  • Click a Matter record from the record list to open the Matter
  • Click the Tasks tab in the Matter attributes panel
  • Click the Rates button in the Matter > Tasks tab navigation buttons directly above the Matter Tasks search box
  • Click the add button in the Matter > Tasks > Rates panel toolbar
  • Add rate amounts as desired
  • Click the Save Changes button to save the record

Rates will now be available for selection the next time the Matter is loaded. To reload the Matter, refresh the page in your browser.

You can set up to 5 hourly rates per matter. Once a task with an assigned hourly rate has been completed, that task can be copied directly to the ledger for easy bill tracking.