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Alternative Fee Arrangements

Adding AFAs to Matters

If you have created a matter that will include alternative fee arrangements (AFAs), you can add these to the matter on the
Firms
 tab once the matter is created and saved.
To find and open a matter
  1. Select
    Matters > Matter list
     in the left navigation.
  2. Locate the matter in the list and click the hyperlinked name.
All matters must have a primary fee arrangement. After you have created the matter, you can use the
Firms
 tab to configure the fee arrangements. The
Firms
 tab provides a consolidated view of the firm's open matters, and is where you configure matter financial details.
Matters can also have one or more secondary fee arrangements. There are six types of secondary fee arrangements, and a matter may have one of each type, for a maximum of six secondary fee arrangements. Volume discounts are an example of one type of AFA. When creating matters, users with a role of Matter Creater or higher can add volumne discounts to the matter.
note
The volume discounts and details for each are configured by a Company System Administrator.
To add fee arrangements to a matter:
  1. Open the matter and select the
    Firms
     tab.
  2. To the far right of the firm for which you want to add the fee arrangement, select the
    Edit
     button.
    tip
    Depending on the size of your screen, it may be necessary to scroll horizontally to the right.
  3. In the
    Law Firm Information
     collapsible section, use the
    Fee Arrangement
     dropdown to select a primary fee arrangement type from the list.
  4. Complete the remaining fields as they apply to the fee arrangement.
  5. To add a volume discount or other type of secondary fee arrangement, use the
    Additional Fee Arrangements
     dropdown to select a secondary fee arrangement type from the list.
    • If you are adding a volume discount to a matter, select the
      Volume discount
       in the
      Fee Arrangements
       dropdown.
    • Use the
      Volume Discount
       dropdown to find the specific volume discount you want to use.
  6. Complete the remaining feilds as they apply to the fee arrangement.
  7. On the toolbar, select
    Save
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company