In such instances, you may have a matter that you want to set a timekeeper rate level as a default rate when entering time cards for that particular matter.



To do this:


  • Go to the Matter page > Select a matter > Click Edit



  • In the Edit Matter Window, click "Advanced Settings" 



  • Under billing info tab > Where it says "rate level", choose the rate level in the dropdown list > Click Save



  • When creating a new time card, you will see the timekeeper rate level that was set as the default for that matter as shown below: