Pricing Thresholds To setup specific conditions towards the workspaces within the Pricing, you edit the Pricing and use the Thresholds options. ◼ Base Thresholds – you can specify minimal or maximal caps in terms of total currency amount value which will be considered for each workspaces. • Minimal Cap - the minimum workspace cap value will be applied in Workspaces’ total in case its value is below the Minimum Workspace Cap value. You can use the Minimal Cap field to apply flat fees

Copy Pricing Use the Copy option to recreate new Pricings faster. If you copy the default pricing, it will be recreated with Overlay type and you will have to link specific workspaces to it (as you cannot have more than one default pricing within a profile). If you copy Overlay or Overwrite pricing, you should link Workspaces / Matters / Clients / Locations to the newly created

Language Services Category The items in Language Services category represent the total usage (sum of the size or counts) of any translation or transcription jobs that were completed within the reported period. To add a new Language Services pricing item to the Pricing: 1. Navigate to Language Services category. 2. Click New. 3. Fill in the following fields: Type – select the desired report item from the list. Unit – select a unit which will be applied in the report. Select whether the

Billing Profile To start the billing process, you need to create a billing Profile. MaxBilling Profile is the placeholder of your billing rules and pricing models. Reports are generated according to the profile information. To create a new Profile: Navigate to Profiles Click New MXB Profile. The profile layout opens. Fill in the fields. Click Save. Profile Fields Name - the name you want to give the profile. The following symbols are not allowed in a billing profile name: “+”,

Create Pricing Billing reports will be generated according to the items and rates that are specified in the Pricings. Once a Profile is created, you should proceed with adding Pricings in it. The pricing information can be edited whenever it is needed and the corresponding changes will be applied to the newly generated reports. To add a new pricing: Click New on the MXB Profile layout. Fill in the following fields: Name – the name of the pricing is not shown in the reports. Pricing Type -

Add Pricing Information In each Pricing in the Profile, 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 billing items will be displayed in the reports as long as they were added to the Profile and there was some usage for the reported period.Note: You can find additional information about all Pricing Item Types (report items) for each of the billing

Case Rollup Category The items in Case Rollup category capture different SQL sizes, linked data as well as hosting size and its components. Case Rollup calculated usage is based on the peak value within the reported period. To add a new Case Rollup pricing item to the Pricing: Navigate to Case Rollup category Click New Fill in the following fields: Type – select the desired report item from the list Unit – select a unit which will be applied in the report Select whether the item to be

Case Flow Category The items in Case Flow category represent the total usage (sum of the size or counts) of the jobs that were completed within the reported period. To add a new Case Flow pricing item to the Pricing: Navigate to Case Flow Click New. Fill in the following fields: Type – select the desired report item from the list. Unit – select a unit which will be applied in the report. Select whether the item to be considered as Billable in the report. Populate Unit Price to set the

Analytics Category The items in Analytics category are being calculated based on the workspace peak value within the reported period, except for CA Index Size On Disc pricing item, which represents the sum of the size for the reported period.The items in Analytics category are calculated based on the workspace peak value within the reported period. To add a new Analytics pricing item to the Pricing: Navigate to Analytics Click New. Fill in the following fields: Type – select the

Users Category The items in Users category allow you to charge users for enabled access or logging in during the reported period. To add a new Users pricing item to the Pricing: Navigate to Users Click New. Fill in the following fields: Relativity User Type – you can optionally filter the users by selecting the type of the Relativity users that you want to charge. Priority Order - if some users meet the conditions of multiple users charges, they will be charged based on the charge with