How to add a base fee description

Adding Base Fee Descriptions

Step-by-Step Instruction Article: Adding a Base Fee Description to a Guideline

• If you are an Account Admin, Pricing Officer or Owner of a Guideline, you can click the 3 dots beside a Base Fee amount in a Guideline and you will be presented with the opportunity to add a Base Fee Description using the right-hand panel (see below screenshot).

• Once you click Save changes, you will then be able to see your list of included tasks and descriptions within a Matter by hovering over the (i) symbol to the right of “Base Fee” (see below screenshot).