Billing Q&A: Hourly Rates

December 2020    Tags: Clients, Rates, Tabs3 Billing

We have made an agreement with a client that no matter which timekeeper works on their case, the firm will charge a set hourly rate. Is there a way to make sure that the client is automatically billed the hourly rate when entering fees?

There are many ways to set specific rates for a client. In the Client file, you can specify that a client uses an hourly rate, a specific timekeeper rate, rate tables, and more.

To set an hourly rate for a client

1. From the File menu, point to Open and select Client.
2. Select the Client ID.
3. From the Rates tab:
   1. Select a Billing Rate Code of 9 – Hourly Rate.
   2. Enter the desired Hourly Rate.
4. Press Ctrl+S.