Rate labels are assigned to billable time/fee entries. They determine the billable value of the entry.

Rate labels can be hourly, fixed/flat fee, or customizable (entered when creating the fee entry).

Rate labels and values observe a hierarchy to determine which rate/value to use for fee-bill total calculations. There are overrides for labels and/or overrides at the matter, contact, system role, and user levels. There are also override settings for the rate labels themselves.

Rate Labels in Actionstep Help Center

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Hands-on
Create an hourly rate label. Create a fixed fee rate label. Create a customizable rate label. Set overrides for contacts, matters, system roles, and users. Create time entries using various rate labels.

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Rate Labels

Analytics

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Hands-on

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