Skip to main content

How to Set and Adjust Rates

How to set different bill rates for different types of work performed by the same attorney

Written by Jonathon Fishman
Updated over 2 weeks ago

LeanLaw offers flexible billing rate options to meet the needs of your firm. You can set standard rates for users, override rates on matters, or apply more advanced configurations such as rate groups.

This article explains how to set and adjust rates across LeanLaw.


Understanding Rate Types

LeanLaw supports several types of billing rates:

  • User Standard Rate – Default rate assigned to a user

  • Matter Rate Override – Custom rate for a specific matter

  • Rate Groups – Advanced rate structures applied across users or matters

Rates are applied in a hierarchy, with matter-level overrides taking precedence over user standard rates.


Setting a User’s Standard Rate

1. Open Settings

Click the gear icon ⚙️ in the top-right corner.

2. Open Users

Select Users from the left-hand menu.

3. Select a User

Click on the user’s name to open their profile.

This opens a slide-in panel on the right side of your screen.

4. Open the Rates Tab

Navigate to the Rates tab within the user panel.

5. Enter or Update the Standard Rate

  • Enter the user’s default billing rate

  • Make any necessary adjustments

6. Save Changes

Click Save at the bottom of the panel.

If no standard rate is set, the default will be $0.


Adjusting Rates on a Matter

You can override a user’s standard rate for a specific matter.

1. Open the Matter

Navigate to the relevant matter.

2. Access Matter Settings

Open the matter’s billing or rate settings.

3. Set a Matter-Specific Rate

  • Enter a custom rate for the user on that matter

  • Save your changes

Matter-level rates will override the user’s standard rate for that matter only.


Using Rate Groups

Rate Groups allow you to apply structured pricing across users or matters.

Typical use cases include:

  • Different rates by client

  • Tiered pricing structures

  • Standardized firm-wide billing models

For more details, see: Understanding Non-Standard Rates and Rate Groups


When to Use Each Rate Type

  • Use User Standard Rates for default billing across all matters

  • Use Matter Overrides for client-specific pricing

  • Use Rate Groups for more complex or repeatable pricing structures


Best Practices

  • Set a standard rate for every billable user to avoid $0 entries

  • Use matter overrides sparingly to maintain consistency

  • Regularly review rates to ensure billing accuracy

  • Align rate setup with your firm’s billing policies


What’s New in the User Experience

  • User rates are now managed within the Rates tab in the user panel

  • The user profile opens in a slide-in panel instead of a pop-up

  • Rate settings are easier to access without navigating through multiple windows

All functionality remains the same—just easier to find and manage.


Need Help?

If you need help setting up or adjusting rates, reach out to our support team—we’re happy to assist.

Did this answer your question?