Designate a Billable Matter

IN THIS ARTICLE:
Assign a user to a specific billable matter so that the user fee associated with that account is attributed to that matter for billing purposes.

WHO CAN PERFORM:
Client Admin

Change billable Matter

By default, a user with access to multiple matters is assigned to a "General" billable matter.
Follow these steps to designate a specific billable Matter for a user account.

1. From the Users page, hover over the user in the table and click MORE

   

2. Click the ellipsis in the information panel and select EDIT

   

3. Select a billable matter
4. Click SAVE