Skip to main contentProceeding Settings
The Proceeding Settings page manages service rates, products, and locations used in scheduling and billing proceedings. These settings define how services are offered, priced, and delivered.
Services Tab
These are the services we provide, ranging from appearance fees, realtime, videography, interpreting, and court reporting.
- Add categories to group services.
- Add rates for each service.
- List all service rates with details.
- Edit service details:
- Category
- Name
- Description
- Unit price
- Unit (hour, page, minute, fee, etc.)
- Minimum units
- Default line for services (auto-included when creating an invoice)
Products Tab
Products are deliverables for customers, such as transcripts, copies, or video.
- List all products currently offered.
- Add a product to expand offerings.
- Archive a product to retire it from active use.
- Rearrange product order for display and billing.
Product Rates
- Name
- Description
- Price
- Minimum units
- Turnaround time
- Witness type
- Archive a rate
- Rearrange order
Product Add-ons
- Name
- Description
- Price
- Unit
- Minimum units
- Archive an addon
- Rearrange order
Product Settings
- Name
- Description
- Require worker to upload file
- Accepted file types
- Maximum quantity
- Available to purchase after (link to another product)
- Restrict to services
- Restrict to witness types
- Icon
- Icon color
Locations Tab
Saved locations simplify proceeding creation by allowing quick selection.
- List locations already saved.
- Add or delete locations as needed.
- Search locations for faster access.
- Edit location details:
- Location name
- Address
- City
- State
- Zip code
- Directions
- Parking
- Rate type (complimentary, flat, hourly)
