These steps apply to both the Principle Attorney and Partner Firm cards. 

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

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