Submitting a Fee Offer
Before your firm can submit invoices for payment on a matter, it must submit your fees to the client. You can do so by creating and submitting a fee offer on an existing Fee Structure.
NOTE Only users with the Admin or Partner role can submit fee offers.
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Access the Fees Search page by one of two ways:
- Click the Fees tab to display the Fees Search page.
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Click Offer / Update Fees button on the Fees & Discounts panel.
- Once on the Fees Search page, at the top of the screen (right-hand corner) next to View, select Fee Structures to view the Fee Structures list.
- Under the Fee Structure Id column, click on the Fee Structure to be viewed. The Fee Structure Overview page displays.
- Click the Fee Offer tab. The Fee Offer tab displays.
- Click the +Add Fee Offer button. The Create Fee Offer screen displays.
- Complete all fields as applicable(i.e., Effective Date, Currency, etc., to include all fields marked with an asterisk (*), which indicates a required field.
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If the Stage Structure , Timekeepers / other sections are collapsed, click the Expand button to expand the section.
- In the Stage Structure section, enter values as applicable.
- Optional Step: In the Timekeepers section, click Download Timekeeper Rates Template to download an Excel sheet if you wish to complete this section and then upload the sheet.
- Click Open / Save to complete the Timekeeper Rates Template download.
- In the Timekeepers section, click Upload Timekeeper Rates.
- Choose the Excel template you've completed, and proceed.
- Complete all other aspects of the Timekeepers section as applicable, and then click Save.
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An Approval Confirmation screen displays.
- Click Yes to confirm and continue. The Fee Offer Overview screen displays the Fee Offer with a status of Pending Approval.