Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
When a matter is created, you must choose a tarification type.
Here are some of the features of the different tarification types.
Non-billable
Billable activities entered in the matter (fees and disbursements) will not appear in work in progress and cannot be billed
Fixed Fee
Billable activities entered in the matter (fees and disbursements) will appear in work in progress
When invoicing, billable fees will be available for invoicing, but their amount will be zero in step 2 of the invoicing process
The entire flat fee will be automatically entered as fees in step 3 of the invoicing process
Billable disbursements are not included in the calculation of the flat fee amount and will be added separately to the invoice
All activities entered as billable fees will be listed on the invoice under the Fees section with the flat fee amount as the total fees charged
Hourly Rate
Billable activities entered in the matter (fees and disbursements) will appear in work in progress and can be billed normally
Legal Aid
Billable activities entered in the matter (fees and disbursements) will appear in work in progress and can be billed normally
Time entries (fees) for this type of billing are in their own category for certain statistical reports
Pro bono excluding expenses
Billable fees are not added to work in progress
Billable disbursements appear in work in progress and can be billed
Time entries (fees) for this type of billing are in their own category for certain statistical reports
Pro bono including expenses
Billable activities entered in the file (fees and disbursements) will not appear in work in progress
Time entries (fees) for this type of billing are in their own category for certain statistical reports