Set a Matter-Specific (Localized) Billing Rate

When working with Hourly matters, CosmoLex automatically uses each Timekeeper’s default rates to calculate the value of time entered.

However, there may be times a matter is different, or even unique, and you may want to change the matter’s billing rate to something other than the default Timekeeper billing rates. These are referred to as Localized Billing Rates.

For information regarding the setup of default timekeeper rate levels, see Add and Manage Timekeepers.

Set a Localized Billing Rate

To set up a localized billing rate:

1. From the left navigation panel, click Matters.
2. From the Matters screen, single-click the matter to highlight it, then from the toolbar atop the screen, click Edit.
3. From the bottom of the matter’s left navigation panel, click Settings.
4. From the tabs atop the Settings area, click Billing.
5. In the Options section, check the box beside Localized Billing Rate.
6. Click Rate.
7. In the Localized Rates screen, click the radio button beside the rate type you want to apply to this matter.

7. Click Save.
   The system saves your matter-specific billing rates.