Kathryn Vidal (Customer) asked a question.
It would be even better to be able to attach the Special Fee for that Client to the New Matter Template for that client. Any ideas?
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Thank you for your post on the LEAP Community Discussions, Kathryn Vidal.
You can attach a special fee to a card. You can find detailed instructions on how to do this here.
If the special fee doesn't appear, try the following steps:
If you have any further questions or need assistance, feel free to reach out to our Helpdesk via chat by selecting the Knowledge Base tab and clicking the blue chat button in the lower right-hand corner, or by emailing us at support@leap.us.
We hope this helps!
Best regards,
Shaiefa F