Submitting a Fee Offer

Before your firm can submit invoices for payment on a matter, it must submit your fees to the client. You can do so by creating and submitting a fee offer on an existing Fee Structure.

NOTE Only users with the Admin or Partner role can submit fee offers.

1. Access the Fees Search page by one of two ways:

   1. Click the Fees tab to display the Fees Search page.

      

   2. Click Offer / Update Fees button on the Fees & Discounts panel.

      

2. Once on the Fees Search page, at the top of the screen (right-hand corner) next to View, select Fee Structures to view the Fee Structures list.



3. Under the Fee Structure Id column, click on the Fee Structure to be viewed. The Fee Structure Overview page displays.

   

4. Click the Fee Offer tab. The Fee Offer tab displays.

   

5. Click the +Add Fee Offer button. The Create Fee Offer screen displays.
6. Complete all fields as applicable(i.e., Effective Date, Currency, etc., to include all fields marked with an asterisk (*), which indicates a required field.

7. If the Stage Structure , Timekeepers / other sections are collapsed, click the Expand button to expand the section.

8. In the Stage Structure section, enter values as applicable.

   

9. Optional Step: In the Timekeepers section, click Download Timekeeper Rates Template to download an Excel sheet if you wish to complete this section and then upload the sheet.
   1. Click Open / Save to complete the Timekeeper Rates Template download.
   2. In the Timekeepers section, click Upload Timekeeper Rates.
   3. Choose the Excel template you've completed, and proceed.
10. Complete all other aspects of the Timekeepers section as applicable, and then click Save.

11. An Approval Confirmation screen displays.

    

12. Click Yes to confirm and continue. The Fee Offer Overview screen displays the Fee Offer with a status of Pending Approval.