Allison Parra (Customer) asked a question.
Is there an insert field option for the matter's fee rates?
I am currently in the process of making templates for our client Engagement Letters. Different letters have different attorneys with different preferred fee rates ranging from Rate A - D.
Is there a way I can insert a field associated with the matter's fee rate, and ensure that when creating an engagement letter for that matter, the appropriate fee rate will show in that list?
Hello Allison,
This is not a default field that can be added. For advanced template automation, please contact your Practice Management Advisor.
Kind regards,
Misty Petty
LEAP Help Desk Technician