Modifiers 101

How to Effectively Use AltFee's Modifiers

Step-by-Step Instruction Article: Managing Modifiers

• Take a deep dive into the value-based modifiers feature.

• On the left-hand side, locate the modifiers panel.

• As a pricing officer or administrator, access the back-end settings.

• Handle main functionality for your firm and adjust firm-wide settings.

• Find a variety of templates provided by AltFee.

• Explore and tap into the templates to fit your firm's requirements.

• Select a template, such as team capacity, as an example.

• Customize the name, description, and options to match your needs.

• Enhance the template by adding more options.

• Adjust the percentage values as necessary.

• Utilize all the available functionality to customize the template.

• Note the right-hand side of each modifier.

• Modifiers can have various states: "not in use," "available for all matters," or "default."

• Set a modifier as "not in use" if you don't want it to be accessible.

• Make it "available for all matters" to use it on demand.

• Set it as "default" to ensure it appears automatically for every project.

• Use the "New Modifier" button in the top right corner.

• Create a modifier from scratch, providing a name and building it according to your preferences.

• Utilize the search bar to find existing modifiers quickly.

• Use the "show active only" option to view and filter out unused modifiers.

• Explore guidelines and locate the modifiers tab.

• Assign specific modifiers to projects to customize them further.

• When creating a matter, the default modifiers will appear.

• Additional modifiers specific to the project type can be added.

• Choose from default modifiers or tap into available modifiers.

• Apply the modifiers to a matter to ensure alignment with project requirements.