This video demonstrates how to add a role or rate for a Matter in Practice Pro
Video Transcript:
Managing Roles and Rate Assignments for a Matter
The system determines billing rates by following a defined rate hierarchy. If a specific rate is not found at one level, the system continues searching through the hierarchy in the following order:
Client-specific rates
Member type rates
Default member, member type, or firm rates
The key rule to remember is:
Matter-level assignments take priority over client-level assignments
Specific member assignments take priority over member type assignments
For example, if Attorney Smith has a matter-specific rate assignment, that rate will always be applied before any client-level or default rates are considered.
The system continues through the hierarchy until it finds the first applicable rate.
Best Practices
Use role groups when your firm has standardized staffing and billing setups.
Use custom assignments when a matter requires unique rates or specialized team assignments.