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Add A Role Or Rate Assignment For A Matter
Add A Role Or Rate Assignment For A Matter

How To Add A Role Or Rate Assignment For A Matter In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

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
    โ€‹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
    โ€‹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. Note: If you set $0.00 all time entries will default to $0.00.

  • Check "No Rate" if you want the rate to be skipped when setting a rate assignment. Note: Use this option is for when you need the role assignment for the member and the bill rate should not be taken into account. Rate assignments will skip this matter rate assignment and will look for the next specific rate assignment from client, member or default firm rate.

  • Check "Pre-Bill Reviewer" to set a member as a pre-bill reviewer automatically when new pre-bills are generated. Note: Pre-existing pre-bills will not be updated when this is checked.

  • Enter start date if needed

  • Enter end date if needed

  • 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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