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Assigning Fixed Fee Time to a Specific Fixed Fee

If a matter includes one or more fixed fees, you may see an option to select a Fixed Fee on the time entry.

What it means

Selecting a Fixed Fee links that time entry to a specific fixed fee on the matter.

Why it matters

Linking time to the correct fixed fee lets LeanLaw report on:

  • Profitability by fixed fee
  • Effort by deliverable or phase
  • Accuracy of pricing for each fixed-fee component

Time that isn’t linked to a fee isn’t counted in that fee’s profitability, so a fee can look more profitable than it really is.

How to assign time to a fixed fee

  1. Create (or edit) a time entry.
  2. Set Billing Type to Fixed Fee.
  3. In the Fixed Fee dropdown, select the appropriate fixed fee.
  4. Confirm the fee you want is showing in the dropdown.
  5. Save.

Check that a fixed fee is selected before you save

When only one fixed fee is available on the matter, LeanLaw may select it for you. Before you save, check that the Fixed Fee dropdown shows the fee you want. If it says Select a Fixed Fee, choose one.

An entry saved without a fee still counts as Fixed Fee time, but it isn’t linked to a specific fee and will show as unassigned.

If the Fixed Fee dropdown is empty

The dropdown only lists fees that can still take time. It may be empty if:

  • The matter doesn’t have any fixed fees yet
  • All of the matter’s fixed fees have already been billed or are Time Locked (Desktop Tracker)

You can still:

  • Save the entry as Fixed Fee time
  • Link it to a fee later by editing the entry once the right fee exists