Scale

From ContactsLaw Documentation
Revision as of 10:29, 25 October 2024 by Katrina Hechanova (talk | contribs)

Billing scales play a crucial role in managing charge-out rates within a law practice. These scales help establish different hourly rates for various types of work and clients, ensuring a structured approach to billing.

Definition and Function

A billing scale defines a set of rates for members and fee earner types. These rates assign value to time records, ensuring accurate billing.

Default Scale.png

Customisation and Control

Billing scales can be customised to suit different needs. They allow for the creation of default scales, which are automatically applied to new instances of the software. Each scale has a unique name and can be toggled on or off as required. This feature ensures that only active scales are used in billing matters.

(1) Scale - Customisation and Control.png

Member-Specific Rates

Within a billing scale, specific rates can be assigned to individual members. This is particularly useful for categorising rates based on experience levels or roles within the practice. Billing scales can also set a maximum allowable rate for members, preventing overcharging.

(2) Scale - Member-Specific Rates.png

Effective Dates and History

Different rates may apply during different periods. The "rates as at" date on matters determines which period to use. ContactsLaw stores a full history of any changes made to billing rates, allowing for the setting of effective and expiry dates.

(3) Scale - Effective Dates and History.png

Disabling Unused Scales

When a scale is no longer needed and no new rates are defined, it can be marked as disabled. This prevents new quote templates, quotes, and invoices from using the scale.

(4) Scale - Disabling Unused Scales.png

Preferred Scales

A preferred scale can be nominated for a particular subscription, causing the scale to be suggested by default.

(5) Scale - Preferred Scales.png