Custom Billing Scenarios

Flat fees, contingency, preferred rates, complex arrangements โ€” TimeNet Law handles them all. Here's how.

12 min Advanced

In This Guide

When You Need Custom Billing

Preferred Client Rates

Long-term client gets a discount? Set a custom rate that applies to all their matters automatically.

Contingency Cases

Personal injury, class action, or other contingency matters need time tracking without invoicing until resolution.

Flat Fee Matters

Estate planning, simple contracts, or other fixed-price work? Track time for profitability analysis while billing flat.

Corporate Volume Discounts

Big corporate client with negotiated rates? Set matter-specific rates that differ from your standard.

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SCREENSHOT: Client billing settings panel showing billing type dropdown with options: Hourly, Flat Fee, Contingency, Hybrid โ€” with rate override fields visible

Four billing types, endless flexibility โ€” hourly, flat fee, contingency, or hybrid

Setting Custom Client Rates

1 Open Client Record

Find your client in the client list and double-click to open, or:

โŒ˜ + F to search, then type the client name

Click Edit to modify the client settings.

2 Navigate to Billing Tab

Click the Billing tab in the client editor. Here you'll see:

  • Default Rate - Currently uses timekeeper's standard rate
  • Custom Rate Override - Set a client-specific rate
  • Rate Effective Date - When the custom rate applies
3 Set the Custom Rate

Check Use Custom Rate and enter the hourly rate for this client.

This rate will override the timekeeper's default rate for all time entries on this client's matters.

Pro Tip

Need different rates for different timekeepers on the same client? Set rates at the matter level instead (covered below).

4 Set Rate Effective Date (Optional)

If the custom rate only applies from a certain date forward, set the Effective Date.

Time entries before this date use the old rate. Entries on or after use the new rate.

Important

Changing rates mid-matter? Set the effective date carefully. You don't want to accidentally re-price already-billed time.

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VIDEO COMING SOON: Setting a custom client rate โ€” opening client record, navigating to billing tab, enabling custom rate override, entering the preferred rate, and setting effective date

Looping video ยท No audio ยท ~10-15 seconds

Custom client rates in 10 seconds โ€” open client, set rate, done

Matter-Specific Rates

5 Override at Matter Level

For even more granular control, set rates on individual matters:

  1. Open the matter record
  2. Click the Billing tab
  3. Check Use Matter-Specific Rates
  4. Set rates for each timekeeper on this matter
Pro Tip

Matter rates override client rates, which override timekeeper defaults. The hierarchy: Matter โ†’ Client โ†’ Timekeeper.

6 Timekeeper Rate Table

The matter-level rate table lets you specify:

  • Different rates for partners vs. associates
  • Blended rates for the entire team
  • No-charge timekeepers (rate = $0)

Leave a timekeeper blank to use the client or default rate.

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SCREENSHOT: Matter-level rate table showing different hourly rates per timekeeper โ€” partner rate, associate rate, paralegal rate, and a no-charge entry

Set granular rates per timekeeper per matter โ€” the rate hierarchy puts you in full control

Contingency Fee Tracking

7 Enable Contingency Mode

For contingency matters, you still want to track time (for fee petitions, profitability analysis, etc.) without generating invoices:

  1. Open the matter
  2. Go to Billing tab
  3. Set Billing Type to Contingency
  4. Enter the contingency percentage (e.g., 33.3%)
Pro Tip

Track time on contingency matters religiously. If you win, you'll need detailed records for fee petitions. If you lose, you'll know your true cost.

8 Track Expenses Separately

Contingency cases often have significant expenses. TimeNet Law tracks these separately:

  • Hard costs - Filing fees, expert witnesses, depositions
  • Soft costs - Copies, postage, research
  • Advanced costs - Money you've fronted for the client

These remain billable even on contingency matters (depending on your fee agreement).

9 Settlement Processing

When the case settles or wins:

  1. Go to the matter's Settlement tab
  2. Enter the gross settlement amount
  3. TimeNet Law calculates your fee automatically
  4. Deduct advanced costs
  5. Generate the settlement statement
Critical

Always generate a settlement statement showing the breakdown. Clients deserve transparency, and your bar requires it.

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VIDEO COMING SOON: Contingency settlement workflow โ€” entering gross settlement amount, automatic fee calculation, expense deduction, and one-click settlement statement generation

Looping video ยท No audio ยท ~10-15 seconds

Case settles, enter the amount, and TimeNet Law calculates everything โ€” your fee, expense deductions, client distribution

Flat Fee Arrangements

10 Set Up Flat Fee Matters

For fixed-price work like estate planning or simple contracts:

  1. Open the matter
  2. Set Billing Type to Flat Fee
  3. Enter the flat fee amount
  4. Choose when to bill (upfront, at completion, or split)
Pro Tip

Still track your time on flat fee matters! You need to know if you're making money or losing your shirt. TimeNet Law tracks time without billing it.

11 Flat Fee Profitability Analysis

Run the Flat Fee Profitability report to see:

  • Flat fee charged vs. time value (if billed hourly)
  • Effective hourly rate you actually earned
  • Which flat fee services are profitable
  • Which need price adjustments
Pro Tip

Many attorneys discover their "profitable" flat fee services are actually losing money. Run this report quarterly and adjust your prices.

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SCREENSHOT: Flat Fee Profitability report showing fee charged vs. hourly value, effective rate earned, and profitability indicators for each flat-fee matter

The Flat Fee Profitability report โ€” discover which fixed-price services actually make money

Alternative Fee Arrangements

Hybrid Billing Models

TimeNet Law supports creative fee structures:

  • Capped fees - Hourly up to a maximum
  • Hybrid contingency - Reduced hourly + percentage
  • Phase-based - Flat fee per phase of litigation
  • Success bonuses - Base fee + bonus on outcome
Pro Tip

For complex fee arrangements, use the matter notes field to document the full agreement. You'll thank yourself when invoicing time comes.

Retainer/Evergreen Arrangements

For clients on monthly retainers:

  1. Set up recurring flat fee billing
  2. Track actual time for the client's benefit
  3. Show them the value they're receiving
  4. Renegotiate when hours consistently exceed retainer
Important

If you're consistently working more hours than the retainer covers, you're leaving money on the table. The data will show you when to renegotiate.

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SCREENSHOT: Matter billing configuration showing hybrid fee options โ€” capped fees, reduced hourly + contingency percentage, phase-based billing toggles

Creative fee arrangements? TimeNet Law handles capped fees, hybrid contingency, phase billing, and more

Unusual Fee Arrangement?

Got a creative billing structure that doesn't fit the standard options? Perry has probably seen it before and can help you set it up.

Contact Support โ€” No fee arrangement is too weird