Overview
You can view all of your client and matter rate assignments directly in ZenCase from the Reports page. This report will show all of the rate assignments with the following details:
Type: Contact or Matter
Contact or Matter Number and Name
Member
Member Type
Bill Rate
Use Default Rate
Pre-Bill Reviewer
Start Date
End Date
Created At
Updated At
How To View Rate Assignments Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Rate Assignments.
On the Rate Assignments report page, you will see all of the client and matter rate assignment details.
You can filter by:
Type: Contact or Matter
Contact
Matter
Member
Member Type
Reviewer
Bill Rate Amount Range
Note: If you set $0.00 as the bill rate for a rate assignment, then all time entries will default to $0.00 until changed by the firm member.
Use Default Rate
Note: When this option is selected for a rate assignment, then the bill rate should not be taken into account. Rate assignments will skip this matter rate assignment and will look for the next specific rate assignment from client, member or default firm rate.
Start Date
End Date
Created At
Updated At
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
How Are Rates Applied To Charges In ZenCase?
When you create a new time entry, ZenCase will apply the bill rate according to the sequence below:
Matter Rate Assignment tied to the charge’s member
Client Rate Assignment tied to the charge’s member
Matter Rate Assignment tied to the charge’s member’s type (but no specific member defined)
Client Rate Assignment tied to the charge’s member’s type (but no specific member defined)
Member’s default bill rate
Member Type’s default bill rate
Firm’s default bill rate
If you have any questions, please feel free to contact us.