Set Default Time & Fees
Open Firm Settings, navigate to Matter Configuration, and then select a matter type from the list on the right.Â
Select the Time & Fees tab. Choose the default Billing Type from the dropdown menu and set the fee/estimate in the field below. Checkmark Automatically create fee entry. Note: These settings can be viewed in Matter Info of any matter.
 Select Add and then select Save in the Automatic Fee Entry window.
Did You Know
You can also use Rate Sets to manage rate increases.Â