These steps apply to both the Principle Attorney and Partner Firm cards.
- Navigate to Matters > [Matter Name].
- Navigate to the Financials tab > Calculator tab.
- Select the Edit icon next to the field.
- Input a numeric value or a percent value.
- Both value options are linked; when one is updated, the other updates.
- Select the Checkmark button to see new projections. This does not save your changes to the matter’s official fee structure.
- Save To Matter. Only save if you are permanently changing the fee structure for this matter.
The Total Client Payout and Net Attorney Fee automatically update.