Overview

You can set a role or rate assignment for certain members in a matter in ZenCase. By creating a rate assignment in a matter, you can establish certain rates for a specific member or member type that will calculate your time entry based on the default rate assignment.

Add A Role Or Rate Assignment In A Matter

You can create a role or rate assignment in which you can then set default rates when entering time into ZenCase.

  • Go to the Matters list page

  • Select a matter in the table by clicking the matter name

  • On the specific matter detail's page, click the "Roles" tab

  • Click "Add Role Assignment"

  • Select a Member from the dropdown
    Note: This is optional, however either Member or Member Type has to be set, if not both. When Member is set, then the rate will default to a time entry assigned to this member, regardless of the Member Type set.

  • Select a Member Type from the dropdown
    Note: This is optional, however either Member or Member Type has to be set, if not both. When Member Type is set and Member is not set, then the rate will default to a time entry assigned to any member with this member type.

  • Enter the bill rate amount

  • Click "Save"

You have now saved a role or rate assignment. When you create a new time entry, select the member, client, and matter. You will see the default rate assignment applied to the time entry for the specific matter.

If you have any questions or comments, let us know!

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