Add Pricing Information

In each included pricing, except for pricings of Exclude type, you can add different pricing items in the following categories: Case Rollup, Case Flow, Language Services, Analytics, Processing, Users, Tasks.

All pricing items have additional information that can be edited by a user – Friendly Name, Billing Code, Description, E-Code, Cost Code. (see Settings section – Pricing Item Types)

When an item is selected, pricing item metadata becomes visible in the layout, as well.

A corresponding Unit must be selected when adding a pricing item. The Unit will be applied to the pricing item in the report.

• Count – the item will be charged according to its quantity. (applicable for counts)
• In Whole – the item will be charged in whole, the total charge will not be dependent on its quantity and the price will not be multiplied by the usage amount. (applicable for counts)

• TB – the item will be charged according to its usage in TB. (applicable for sizes)
• GB – the item will be charged according to its usage in GB. (applicable for sizes)
• MB – the item will be charged according to its usage in MB. (applicable for sizes)

Each billing item can be set as billable or non-billable in the report depending on if Billable field is ticked or not.

• item will be considered as billable in the report meaning that the item will be included in the reports with its usage along with the corresponding calculations according to the price and discount.
• Unit Price and Discount fields will not be present and the item will be included in the reports only with its usage.

Price Type field is available for all billable items (except for Tasks billing category).

Select Price Type value:

• Single Price – the Unit Price value will be applied in the Reports
• Tiered Price –Additional Price Tiers section is displayed

The Tiered Price functionality allows setting up to 3 tiers for each billing item and charging according to the items’ usage, by applying different prices for each Tier.

• Select Tiers Charge Level – only for Case Rollup items:
  • Blank – The Tiers Charge Level is an optional field. If blank, Per Workspace charge Level will be applied by default. Therefore all Tiered Price calculations are performed on a workspace basis.
  • Per Workspace – the rates that are set in the Price Tiers will be applied based on the usage amount of each Workspace. Respectively, any flat fees will be applied for each Workspace.
  • Per Matter – the rates that are set in the Price Tiers will be applied based on the aggregated usage amount for each Matter. Respectively, any flat fees will be applied once per Matter.

Note: When you set up Tier Charge Level ‘Per Matter’, to ensure Reports consistency, the following restrictions are applied or must be considered:

• • Only reports with Matter and Client breakdown can be generated
  • Only the following report files are available
    • ExportData-Clients.xlsx
    • ExportData-Matters.xlsx
    • Report Summary (Client Breakdown).pdf
    • Detailed Report Summary (Client Breakdown).xlsx
    • Report Summary (Workspace Breakdown).xlsx
  • Do NOT add any combinations of Pricing Types within the Profile, except for combining with Exclude Type
  • Do NOT add other Tiers Charge Levels within the Profile, different from ‘Per Matter’
  • Do NOT set up Base and Advanced Thresholds on Pricing level

• • Per Client – the rates that are set in the Price Tiers will be applied based on the aggregated usage amount for each Client. Respectively, any flat fees will be applied once per Client.

Note: When you set up Tier Charge Level ‘Per Client’, to ensure Reports consistency, the following restrictions are applied or must be considered:

• • Only reports with Client breakdown can be generated
  • Only the following report files are available
    • ExportData-Clients.xlsx
    • Report Summary (Client Breakdown).pdf
    • Detailed Report Summary (Client Breakdown).xlsx
    • Report Summary (Workspace Breakdown).xlsx
  • Do NOT add any combinations of Pricing Types within the Profile, except for combining with Exclude Type
  • Do NOT add other Tiers Charge Levels within the Profile, different from ‘Per Client’
  • Do NOT set up Base and Advanced Thresholds on Pricing level

Tiers Charge Level is not applicable for Profiles of Instance type.

• Select Tier Type:
  • Exclusive – Entire usage amount will be charged according to the Price that was populated in the Tier in which the usage amount fits.
  • Inclusive – Usage amount will be distributed among the tiers. Each part of the usage amount will be charged according to the Price in the corresponding Tier.

• • Add a Tier:
    • Name – the field is read only. The Tier Name will be automatically generated when the Tier is saved. It consists of the End Bracket value + Tier Fee Type + Tier Price.
    • End Bracket – the value specifies the end of the bracket. This is the usage amount value up to which the corresponding price will be applied.
    • Select Tier Fee Type:

– Flat Fee – when selected, the price, specified in the tier, will be applied as in whole, without multiplying it by the usage amount, which fits in the tier.

– Dynamic Fee– when selected, the price, specified in the tier, will be multiplied by the usage amount, which fits in the tier.

• • • Tier Price – the price that will be applied for the tier.

Two layouts are available for adding pricing – Listed and Tabbed.

In Pricing Listed Items layout all pricings are present in list.

In Pricing Tabbed Items layout contains a separate tab for each category.

Pricing Listed items layout:

Pricing Tabbed items layout: