In this article, we look at how to create Private and Legal Aid Rates.
To start, head to Maintenance > Private and Legal Aid Rates.
- Using the field’s drop-down menus, select a Branch. Then, Head to the Private Rates tab and select the Rate Scheme and the Fee Earner.
Click the Insert Record or plus icon. To add the rates, and again using the drop-down menus, we can start by selecting a code and the Attendance Description. Next, type in the Rate amount. You can continue adding the items using the Insert Record or plus icon and the fields provided.
✏️Note:
The attendance code will depend on how you set up and enter your attendance. For this example, we’ll set up the Letters In and Letters Out as a factor of 6. Note that our current hourly fixed rate is 200 pounds, so this will show slightly differently on the billing guide. For the Letter In example, our rate amount setup will be one factor of six that comes back to 20 pounds.
| We’ll add in our second example, Letter Out, by clicking the plus icon and entering the Code and Attendance Description. For our example’s rate amount, it’ll be a factor of 6, and that’ll be 20 pounds. Once we’re done entering our rates, we can go ahead and click Apply. |
There’s also another way to add Rates:
- Now, if you have another Fee Earner who is also using the fixed fee of 200 pounds, you can simply right-click on the selected attendance and then click Copy Rates.
- Next, select a Fee Earner, then simply right-click and paste the rate into our table. These save us time from adding and updating each item from scratch. Once done, click Apply.
- If there are any attendances that you’d like to remove from the list, select the said attendance and click the Delete Record or minus icon. Click OK to confirm and note to click the Apply button to save the any updates or changes made.
✏️Note: You also have the option to print both the Private Rates and Legal Aid Rates. To print, head to File, then select the type of rates you want to print. |
- Now let’s head to Legal Aid Rates. Let’s head to the Legal Aid Rates tab right next to the Private Rates. Note that these rates are automatically updated once the Legal Aid Board announces any changes. There should not be a need to update or amend the rates listed. You can reach out to our Support Team for any questions or queries about Legal Aids.
To continue, once the Fee earner goes into time recording, your Fee Earners will then be able to time records to the new private rates.
Please watch the video below for demonstration: