The Fixed Fees page gives you a centralized view of all fixed fees across your firm. It's designed to help you quickly understand what fees exist, where they are in the billing lifecycle, and drill into details—without jumping between individual matters.
This article walks through what the page is for, how to filter and customize it, and how permissions affect what you can see and do.
What the Fixed Fees Page Is For
The Fixed Fees page allows you to manage all fixed fees in one place, across clients and matters.
From this page, you can:
View all fixed fee entries firm-wide
See billing status at a glance
Filter and narrow results to what matters most
Drill into individual fixed fees for deeper detail
This page focuses on fees themselves, not time entries.
Core Filters (Simple View)
By default, the page shows a set of commonly used filters to help you get value quickly.
Typical core filters include:
Client
Matter
Billed Status (e.g., WIP, Draft, Billed, Not Billed)
Billable Date
These filters are intended for everyday use and cover most reporting and review needs.
Advanced Filters (Show / Hide)
For more complex scenarios, you can expand advanced filters.
Advanced filters allow you to filter on:
Invoice User
Practice Area
Fee Type (Completion-based or Date-based)
Completion Status (Completed / Not Completed)
Responsible Attorney (automatically set and locked for timekeepers)
This keeps the page clean for simple use cases while still supporting deeper analysis.
Showing and Hiding Columns
You can customize the table by choosing which columns are visible.
Column controls let you:
Show only the fields you care about
Reduce visual clutter
Focus on billing, allocation, or status details
Column preferences help tailor the page for different roles and workflows.
How the Billable Date Filter Works
The Billable Date filter applies only to fixed fee entries.
It does:
Filter fixed fees based on their billable date
It does not:
Filter time entry dates
Change which time entries are included in profitability or allocation
This distinction is important when reviewing fees that were worked over a long period but billed on a specific date.
Note: An incomplete fee doesn’t have a billable date and will be treated by the filter like it is dated today until it is marked complete and takes on a real billable date. This is to prevent completion-based fees from being forgotten.
Permissions and Visibility
What you can see and do on the Fixed Fees page depends on your role.
Role Requirements
Users must have a role with “Create/Edit Fixed Fees” enabled to access the Fixed Fees page.
Through the Fixed Fees page, users can see time for others under individual fixed fees—even if they don’t have the “View Time for Others” permission.
Users without the “View Rates” or “Edit Rates” permission will not see profitability or dollar values for individual fees or time entries in the table or slide-in panel. However, they can deduce these values from the revenue allocation tab of a fixed fee if your firm has the compensation reporting add-on.
Timekeepers and paralegals will see the insight cards:
Total $ uncompleted fees
Total amount of ready to bill fees
% of fixed fees with No Time Entries
All other users with access will see:
Fixed fee by stage
Average profitability by Practice Area
Average of Profitability
% of fixed fees with no time entries
In Summary
The Fixed Fees page gives you a firm-wide control center for Fixed Fee billing. With flexible filters, customizable columns, and role-based visibility, it helps you monitor fees efficiently without losing focus on the details that matter.