Billing rates and performance
Set rate priority and review professional-fee performance.
- For:
- Billing staff, Workspace admins, Premium users
- Updated:
- Aug 26, 2026
Rate levels
Lexchange can use a workspace default rate and more specific rates assigned to a member, client, or matter. The most specific applicable saved rate is used when work value is calculated.
| Control | What it does | Availability |
|---|---|---|
| Workspace billing rate | Sets the default when no more specific rate applies. | Workspace Settings |
| Member rate | Sets a rate for one timekeeper. | Firm Overview |
| Client or matter rate | Overrides broader defaults for that account or matter. | Firm Overview |
| Lawyer rates | Sets each lawyer’s rate for a matter. Enter 0 for complimentary work or use the usual rate. New overrides start today; issued invoices retain their saved rates. | Client Details → Matter Details → Billing; invoice-management access |
Billing Performance
The report summarizes tracked time, billable time, entry counts, work value, invoiced work, and uninvoiced professional fees for the selected period. Filters can narrow the date range, timekeeper, and account.
| Control | What it does | Availability |
|---|---|---|
| Export Excel | Downloads the current report data. | Authorized firm reviewers |
| Comparison and details | Adds deeper breakdowns for the current selection. | Premium Advanced billing reports |
Expenses, taxes, payments, credits, retainers, and write-offs are excluded from professional-fee performance values.