Client-Level Custom Billing Edits
in progress
l
lefkoff@gmail.com
We desperately need the ability to change billing rates and billing contact at the client level. Right now it is only at the matter level, so when we create new matters for the same client they default to our standard rates and the client's default primary contact. We have to manually change the custom rate and billing contact for each matter when it is created or we end up sending a bill to the wrong contact and billing the wrong rate. It is hard to remember to manually do that. Any Lawcus user with business clients will be setting up multiple matters for those clients so we really need to be able to set a custom rate and billing contact for that client and then have it apply to every matter automatically when created. PLEASE add this.
Vinny R
in progress
Vinny R
Hi lefkoff,
I wanted to let you know that we’ve started work on implementing Client-Level Rates. This is an important enhancement, and we’ll keep you updated as progress continues. You can expect to hear from us soon with more details.
l
lefkoff@gmail.com
Vinny R Thank you!!!