Managing Client Bill Rates

You can set up the client to bill at a rate other than the default service code standard rate.

To set up client-specific bill rates, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Practice > Client Bill Rates on the navigation panel.
4. Select one of the following to determine client specific rates:
   • No client specific rate. Bills the client with the standard rate. Skip to step 6 if you choose this option.
   • Client specific rate. Bills the client at a specific rate other than the standard or to apply a discount.
5. Select the client bill rate type and enter the rate options.

Bill rate type	Options
Bill rate	Select a specific bill rate to be used for any work done for this client. Select the bill rate name. Select a billing rate name to use for time transactions. Alternate bill rate. Select an alternate bill rate to use if the rate specified is zero for staff entering time to this client.
Custom staff rates	Specify the dollar amount to use for work done on this client for up to four staff. Staff. Select the staff from the list. The staff displayed have access rights to enter time for the client. You can select up to four staff. Rate. Select the hourly rate to use when the selected staff person enters time transactions to the client. Note: If you are updating multiple clients, and one of the clients already has custom rates defined, the custom rates will be replaced with the new custom rates you define during the update.
Fixed rate for all staff	Enter the rate per hour to use for the adjusted rate and amount calculation, regardless of the staff.
Flat amount	Enter the amount to use for the adjusted amount regardless of the number of hours or staff.
Percent of standard	Enter the percentage to apply to the standard rate to calculate adjusted rate for the client. Example: 80.00 in this field will charge the client's WIP at 80% of the standard rate. 110.00 will charge the WIP for the client at 110% of standard.
Discount	Enter the discount percentage to apply to calculated adjusted rate and amount for all billable time transactions for the client. This discount is applied to the standard rate from the service code or the adjusted rate from workstep or project.

6. Enter anticipated client realization percentage. Ideally, this should be 100%; however, if this client is expected to have write ups or downs, enter that adjusted expectation here.
7. Enter the intracompany charge rate if the firm will calculate an intracompany charge when the office varies. This option is only available when the firm has more than one office defined.

8. Click one of the Save buttons or cancel.

   Button	Description
   Save	Saves the changes and the window stays open for editing.
   Save & New	Saves the changes and opens a new window to create a new client. This option is available only when you are creating a new client.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

Notes:

• If you selected to update all selected clients, you can click Reset to return to the previously selected bill rate options. Reset refreshes only the open profile window.
• For information about updating multiple clients, see Editing a Client for more information.