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Wednesday Wisdom: Setting a Custom Rate Within a Matter

February 6, 2013

Rocket Matter is designed with simplicity in mind, especially when it comes to billing.  We have made it even easier to set custom rates for individuals in a matter.  Follow these steps to get started:

1.  Navigate to the matter dashboard.  Select the pencil icon to edit.

2.  From the individual matter, select  ’I want to Set Custom Rates

3.  Start typing in the user name and it will auto-populate in the global search bar. Select the user and type in your the custom rate.  Click on ‘add rate‘ to save.  Every custom rate will show for that particular matter below, regardless of the default hourly rates.

With just these few short steps, you can change your hourly rate for a single matter without affecting your default hourly rates.

Keep looking out for more tips and tricks on Rocket Matter in our next Wednesday’s Wisdom.