This guide will assist you in configuring Attorney Fees tailored to each client. Specify the amount for a particular client, and watch it auto-fill when you add an Attorney Fee, whether you're doing it manually, using the workflow, processing an eviction, or creating a new eviction.
Setting a Client-Specific Attorney Fee
Step 1: Go to "Clients"
On your EasyEviction Dashboard, click the "Clients" widgets, then select a Client.
Step 2: Go to "Settings".
Click the Settings Tab under the 'Client: Open Evictions Page.'
Step 3: Enter the Attorney Fee for the specific client.
Automated Client-Specific Fees: Four Ways to Populate When Creating a Billable Item
I. MANUALLY ADDING A BILLABLE ITEM
When manually adding a billable item from within an open eviction.
Go to "Open Evictions" then select a client.
Click the "Add Billable Item" Tab.
Select "Client-Specific Attorney Fee"
Under the Flat Fee Type, choose 'Client-Specific Attorney Fee'
Enter the Amount and Select a Description
Input the fee for the specific client and choose a suitable description for the set Client-Specific Attorney Fee.
Click the "Save" button.
II. THROUGH THE WORKFLOW
When completing a workflow step with a custom billable item.
Go to Admin Settings > Workflow > Select a specific Workflow
Click the pencil icon or edit button on the Intake Step.
Click the "Add Auto-Billing Item"
Under the Billing Options Section, Click the "Add Auto-Billing Item" Button
Select Client-Specific Attorney Fee.
Then Click Save and Apply Changes.
You may check the 'Allow adjustments to Auto-Billables when completing step' box to enable modifications upon completing a step then click 'Apply Changes'.
Auto-Billable saved will reflect on the Intake Step in a green tag.
Click "Save" to finally confirm and apply all modifications.
III. PROCESSING EVICTION
When handling an Eviction from the inbox, and the chosen workflow includes a custom billable item defined in the Intake step.
Go to Eviction Inbox, then select a case.
Select the Workflow with a Client-Specific Attorney Fee Auto-Billable.
Under the Auto-Billables Section, the Client-Specific Attorney Fee will show in a green tag.
If a specific amount has been entered, it will be displayed.
If no specific amount has been entered, $0 will appear.
IV. CREATING A NEW EVICTION
When initiating a New Eviction (Attorney only), provided the chosen workflow includes a custom billable item defined in the Intake step.
Under the Documentation Step, scroll down to see the 'SIMPLE WORKFLOW - VA: INTAKE FIELDS'
The Client-Specific Attorney Fee will be automatically displayed in the Auto-Billables Section.
