Adding a Discount to a Fee Offer for Law Firms

Adding or Editing Discount Terms
Prompt Approval Discount

Fee offer discounts are discounts that Law Firms or Corporate Clients enter on the fee offer, depending on the design of the fee structure. Discounts do not currently require approval or resubmission of the fee offer.

The following are 2 types of discounts that Law Firms or Corporate Clients can add to a fee offer:

• Discount Terms
• Prompt Approval Discount

 Adding or Editing Discount Terms (a discount for all fees or expenses)

The service does not compute this on the invoice when customers create the invoice. Most clients have a rule to require law firms to have their invoice mirror the fee offer. For example, if the fee offer has a 10% discount, the invoice also needs to have a 10% invoice level discount.

Take the following steps to assist an Admin or Partner with adding a percentage discount to all fees and expenses for a fee offer:

1. Log in to CounselLink®.
2. Select the client from the list of clients in the upper left corner drop-down list on the Home tab.
   Note: Users are directed back to the Home tab when a different client is selected while under any tab on CounselLink.
3. Click the Fees tab.
4. Enter the Fee Structure ID.in Search Fees box.
   Note:Leave blank to see all available for the office and/or group type.
5. Click Search.
6. Click the Fee Offer ID, if a list of fee structures is shown.
   • You can refine your search by selecting any combination of search filters
   • You can customize your filter options both by determining which options appear and arranging the options in any order you desire.
   • If this is the 1st Fee Offer; you will need to create the Fee Offer and then go back to the Pending Offer and take Step #7.
7. Click Create Discount.
   Note: Do not click the Edit button in the Payment Terms and Discounts section.
8. Enter a percentage for Fee Discount Terms and/or Expenses Discount Terms.
9. Click Save.

Corporate Clients may choose to use the U37 - Invalid Discount: Submitted discount is less than the negotiated fee offer discount rule to enforce an invoice discount provided on the fee offer.
The system does not automatically adjust invoices based on discounts that have been added to fee offers. Discounts must be incorparated into each invoice. See Entering Invoice Level or Premium Discounts for Law Firms on CounselLink for more information.

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 Prompt Approval Discount

The Prompt Approval Discount, sometimes referred to as Prompt Pay Discount, is a computed discount on an invoice based on dates the invoice shows Sent and Approved, that you can view on the invoice history. The service may label Approved as something else depending on a particular client's workflow, and would show that way on the invoice history. The Prompt Pay Discount time period is the period between the Invoice Sent date and the Invoice Approved date. Because the CounselLink service does not pay invoices, the concept is that the client pays an invoice within a specific time frame after approval. An invoice may have a Remove Prompt Approval button available to the law firm or the client.

Law Firm users with the Admin or Partner roles can take the following steps to add or edit discounts for prompt approval:

1. Log in to CounselLink®.
2. Click the Fees tab.
3. Select Private from the Group Type drop-down list.
4. Enter the Fee offer number in the Fee Structure ID field.
5. Click Search.
6. Click the Fee Offer ID.
7. Click Create Discount.
8. Select 1 of the Discount Applies To options.
9. Enter a discount description in the Discount Description box.
10. Enter a percentage in the Percentage box.
11. Enter the number of days in the Number of Days box.
    Note: If discount changes with number of days, enter other discount information.
12. Enter the number of days after the prior Discount expires.
13. Use More and Fewer buttons as needed until the service only displays those lines with a discount.
14. Click Save.

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