Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

The Firm Settings screen opens, displaying tabs atop the screen.

Financial Tab

Billing Settings

Apply Rate	You can bill based on Task Rate or Timekeeper. Most users bill based on Timekeeper.
Rate Level	Default rate level you prefer when creating matters. Most users make Default their default rate level.
Billing Method	Select your most common billing method.
Billing Frequency	Select the Billing Frequency based on your firm's needs.

Note: After making your changes, in the upper right corner, click Save.

Misc Settings

Min Timer Unit	As a default, entered time rounds to the nearest 6th minute (10ths of an hour). You can change to a different increment or enter 1 to bill actual time.
Invoice is due NET	Defaults to 30 days. If your firm's policy is different, select the number of days preferred. To have your invoices state Due Upon Receipt, enter 0.
Overhead Charges	You can apply overhead charges to Time Cards, Expense Cards or both.
Currency	In addition to the dollar, pound, yen, euro, and ruble are available.

Note: After making your changes, in the upper right corner, click Save.

Tax Settings

Default Matter Tax Status	Default tax methods for new matters. Taxable matters' time & expense cards default to taxable status. Your options include none, taxable, out of state, or nontaxable.
Enable an Additional Tax Rate	Enable only if your jurisdiction requires separate taxes, such as federal and state/provincial taxes.
Sales Tax	For taxable matters, this tax rate applies to matter cost (expense cards, overhead). Canadian law firms: with your province already selected under Regional Settings, your HST/PST/GST will populate.
Service Tax	For taxable matters, this tax rate would be applied to your timecards. Canadian law firms: with your province already selected under Regional Settings, your HST/PST/GST will populate.
Tax ID	Enter when necessary.

Note: After making your changes, in the upper right corner, click Save.

Collected Fee Allocation Settings

Originating Attorney's Default Fee Allocation	Default value of collected fee allocation for matter producer(s).
Responsible Attorney's Default Fee Allocation	Default value of collected fee allocation for the responsible attorney(s).
Timekeeper's Default Fee Allocation	Default value of collected fee allocation for Timekeeper(s).

For additional information, see:

• Setup Matter Level Fee Allocations
• Setup Fee Allocation Reports

Note: After making your changes, in the upper right corner, click Save.

Finance Charge Settings

Calculate Finance Charges	Enables finance charge calculations based on overdue balances. Select from: When invoicing: Finance charge will be calculated on previous balances at the time of invoice generation. In Real Time: Finance charge will be calculated on a matter as of today.
Annual Interest Rate	Set your rate in this field.
Finance Charge Type	Simple Interest does not include past finance charges when calculating new charges. Compound Interest includes past finance charges when calculating new charges.
Grace Period	Number of days beyond the due date before finance charge calculations begin.
Threshold Finance Charge	The threshold amount over which finance charge will be added.

Note: After making your changes, in the upper right corner, click Save.

Other Settings

Additional settings can be found on the following tabs:

• Regional
• Firm Preferences
• Accounting
• eBilling
• Invoice Settings
• Email Templates
• Firm Information