NOTE: This applies to the Matter Level Timekeeping fee arrangement. Learn more about fee arrangement types here.
Requesting Changes To Add Additional Staff to the Matter or Increase Timekeeper Rate(s)
1. Click on the matter number to open the matter Billing Authorization.
2. Click on Request a Change. An alert will appear letting you know that the current Billing Authorization will be closed, click OK.
NOTE: Once the previous authorization is closed, you will not be able to submit invoices to this matter until the new authorization is approved.
NOTE: The Request a Change button is only visible when the Billing Authorization Request is in the Approved status. You can see the BAR status in the upper-left corner of the Billing Authorization Request screen.
3. The New Billing Authorization form will appear. You need to enter the reason for the requested change, then make your changes (add any additional timekeepers that will bill on the matter and their matter specific rates or adjust the matter specific rate of any of the current timekeepers), and then click Send (or Save As Draft).
4. The client has to then approve the requested change; once it is approved you can submit your invoice(s).
