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Working with Fee Upload Files

Alternative fee arrangements (AFAs), are an alternative to traditional hourly billing arrangements. You can create a file that defines the fee arrangements, then use Tracker to upload it. The upload file can be a .csv (comma-separated value) spreadsheet, or a text file.

Upload a Fee Arrangement File

  1. Select
    Matters > Fee Arrangement Upload
     in the left navigation.
  2. Check a button in the
    File Type
     section to select the file type you want to upload.
  3. We recommended that you check the
    Test Only
     and
    Verify all columns are valid
     check boxes to first test the upload file and then fix any errors before proceeding.
  4. Select the
    Browse
     button and navigate to the file to upload.
  5. Click
    Upload
     in the toolbar. The results page shows the total number of matters updated, created or failed.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company