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Understanding Fee-level Priorities

  • Updated

LEX247 allows you to set fees at multiple levels. This article explains the hierarchy of these fee levels, clarifying which fee takes precedence and where each level is configured within the system. 

To determine the fee applied to a Time Record, follow the fee level hierarchy from (1), the highest priority, down to (9), the lowest. The first fee encountered at a set level will be the fee applied to the Time Record.

However, you can easily identify the Fee-level applied to a Time Record by hovering over the Amount. It will show a small text box with the Fee-level. What you will be;

  • Time
  • CaseUser
  • Case
  • ClientUser
  • Client
  • User

Click on the headers below to expand/collapse the contents. 

(1) Time Record-level (Time)

This is if you override any fee-level when registering a time record, as below. 

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And then changing the hourly fee.

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Or if you changed it from an hourly fee, to a fixed fee.  

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Doing this change will override any and all fee-level type setups below. 

 

(2) Case Participant-level (CaseUser)

A Case / Participant-level fee is setup in the Case Card, Participants-view. 

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Here you can edit the hourly fee of any Case Manager or Participant, by hovering over their name, and clicking on the 'Pencil'-icon, (mceclip2.png). 

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Then you edit/change the hourly fee of the Case Manager or Participant. 

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Doing this change will override any and all fee-level type setups below. 

 

(3) Case Price List-level (Case)

A Case Price List-level is setup in the Case Card, Details-view. 

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Here you can add Price List by clicking on Set Default Case Fee.

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Doing this change will override any and all fee-level type setups below. 

 

(4) Client User-level (ClientUser)

A Client-level fee is setup in the Client Card, Details-view under Default Hourly Fee's.  

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Click on the Add User Default Fee... button.  

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Then it should look like as below. 

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Here you then select a particular User and their Hourly Fee. 

Doing this change will override any and all fee-level type setups below. 

 

(5) Client-level (Client)

A Client-level fee is set up in the Client Card, Details-view under Default Hourly Fee's.  

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Be sure to select Hourly Fee in the drop-down menu. 

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Then enter an hourly fee. 

Doing this change will override any and all fee-level type setups below. 

 

(6) Client Price List-level (Client)

A Client Price List-level is set up in the Client Card, Details-view under Default Hourly Fee's. 

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Then click on the Set Default Case Fee. It will look as below.

Be sure to select Price List in the drop-down menu on the left.

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Then type in the name of the Price List.

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Doing this change will override any and all fee-level type setups below. 

 

(7) Case Type (Practice Area)-level 

A Case Type Price List-level is setup in Control Panel, under Manage Practice Areas.

You can add a Price List by choosing from the drop-down menu. 

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Doing this change will override any and all fee-level type setups below.  

 

(8) Billing Unit Price List-level 

A Billing Unit Price List-level is setup in Control Panel, under Manage Business & Billing Units.

You can add a Price List by choosing from the drop-down menu.

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Doing this change will override any and all fee-level type setups below.

 

(9) User Default Hourly Fee-level (User)

The User's default hourly fee is set up in the Control Panel, under Organisation, and Manage users. 

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Here you can edit the hourly fee of any User by clicking on the Edit Button or 'Pencil'-icon. 

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The Users default hourly fee is seen at the bottom. 

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You can edit this if necessary and click Save. 

This fee will only apply if none of the fee-level settings above have been applied.