Is there any way to create a pre-set discount for matters in LEAP? If not, any recommendations on how to identify new clients that will be given a discount?

Thank you for your post on the LEAP Community Discussions @Paralegal 4 (Customer)​ 

The solution depends on how the discount is being applied:

1. Discount at a Fixed Rate: If you are offering a discount by setting a new fixed rate for matters (e.g., changing the rate from $300 to $250), you can create a special fee and apply it to all new matters. You can find detailed instructions on how to set this up in the article linked here: https://community.leap.us/s/article/Create-a-special-fee.
2. Discount by Percentage: Unfortunately, there isn’t a way to apply a percentage-based discount at this time.

We hope this answers your question. Please don’t hesitate to reach out if you need further assistance!

Best regards,

Shaiefa Fletcher

Although I *really* wish LEAP would include the function so it would automatically apply in the appropriate matters and save us some steps in the billing process - as well as help safeguard against errors - this is the work-around that I have been using:

1. I create a billing category, for example "Military" as I offer a military discount;
2. When a new matter is created for a member of the military, I apply this category to the matter under the Accounting tab of the Matter Details;
3. During billing, I use the calculator to determine the discount for the fees, e.g., for a 15% military discount on a $100.00 fee .15 x 100 = 15; then
4. On the invoice screen I click on "New Fee," and use "Military Discount" as the description (if you also create an activity code, it will fill in the description - so instead of typing out military discount on every invoice you can just select the "mil" activity code). Then for the amount of the fee I enter the a negative amount for the discount, e.g., "-$15.00"

I prefer this over just applying a special fee to the matter. While the fees are the same whether you discount a $100 fee by $15 or just apply a special fee of $85, I think it helps create a good will with the client when they can see the actual dollar figure of how much the discount saves them.