This article covers the following:
- Finding a Fee Offer or Fee Structure
- About the Fee Offer Overview Page
- Offer Details on the Fee Offer Overview Page
- Timekeepers on a Fee Offer Overview Page
- History Tab on the Fee Offer Overview Page
Finding a Fee Offer or Fee Structure
You can locate fee offers or fee structures by using the search bar, selecting the Fees tab, or by using pre-configured search links in the Fees & Discounts panel.
Searching for Fee Offers and Structures
You can use the search field in the top bar to locate a specific fee offer or fee structure. First, select Fee Offers or Fee Structures as the search category. Then, enter any relevant fee attribute—such as name, number, or status—to perform a global search.
Accessing Fees from the Fees & Discounts Panel
The Fees & Discounts Panel on the homepage contains quick links to common searches performed on the Fees Search page, including links to review new or resubmitted fee offers. Clicking a link will bring you to the Fees Search page with the filter you've selected applied to the results.
Accessing Fees from Info Tiles
You can also configure your info tiles to display Fee Offer or Fee Structure search links relevant to your needs.
Accessing Fee Offers and Structures from the Fees Tab
Click the Fees tab from the top of the page. The Fees Search page displays with all active Fee Offers or Fee Structures to which you have access. From here, you can use the search bar to find key words and filters and columns to modify your results. You can also use saved views to save your commonly used search criteria for quick access.
About the Fee Offer Overview Page
The Fee Offer Overview page shows you all details related to the offer, including its Fee Structure, associated discounts, timekeeper rates, and documents.
Viewing the Top Section of the Overview
The table shows the different actions you can perform on the fee offer. See this topic for more information on these actions.
Depending on your role assignments, you may not have access to all of these options.
| Action | Details |
|---|---|
| Copy | Click the plus icon to copy the current fee offer and create a new one. |
| Click the printer icon to print or a save a copy of the Fee Offer Overview page. | |
| Create Discount | Click the More Actions icon (three-dotted line) and select Create Discount to create a discount on the fee offer. |
| Inactivate Fee Offer | Click the More Actions icon (three-dotted line) and select Inactivate Fee Offer to make the fee offer inactive. |
Viewing Fee Offer
This section shows details on the fee offer, including the effective date, submission, and payment terms.
Viewing Fee Structure
This section shows high-level details on the fee structure. Click the link under the Fee Structure Name to be taken to the Fee Structure Overview page.
Viewing Information on the Fee Offer Overview Page
Click on an item in the Section column to learn more.
| Section | Details |
|---|---|
| Offer Details | Click this tab to access the Stage Structure, Timekeeper Rates, and Discounts information for the fee offer. |
| Documents | Click this tab to view the fee offer's documents. This Documents Tab behaves in the same manner as other document tabs throughout the application. |
| History | Click this tab to view the history of events on the fee offer since its creation. |
Offer Details on the Fee Offer Overview Page
The Offer Details tab contains information on the stage structure, timekeeper rates, and discount information.
Click the Collapse All Sections or Expand All Sections buttons to hide or display the following information.
| Section | Details |
|---|---|
| Stage Structure | The Structure section lists the stage name, fee type, and rates for the fee offer. The list can be grouped by Stage, Rate Structure, Fee type, or not grouped at all (None). Click Show Rate Structures in the Offered Amount column to view the rate offer for each timekeeper level. |
| Timekeeper Rates | The Timekeeper Rates section lists all timekeepers submitted to the fee offer. Use this section to review the fee offer by approving or rejecting your vendor's submissions. |
| Discounts | The Discounts section allows you to create discounts on the fee offer and view information for any that already exist. |
Timekeepers on a Fee Offer Overview Page
The Timekeepers section on the Fee Offer Overview page displays all timekeepers that have been submitted by the law firm to the fee offer. Here, you can view their status, level, history of rates, and edit timekeeper rates if they have been rejected by your client.
History Tab on the Fee Offer Overview Page
The history tab shows a record of changes made to the invoice since its creation.
Viewing the Columns Tab in the History Tab of the Fee Overview Page
| Column | Value |
|---|---|
| Event Description | Short description of the change that occurred on the fee offer. |
| Event Date | The date the change occurred. |
| Initiated By | Name of the user that performed the change. |
| Details | Additional details about the change event. |