Files > People on a File > Specifying a Firm Member's details

Specifying a Firm Member's details on the File

To see information about a Firm Member on the File, select them in the People list in the File Details window. Their information then appears in the profile section below their Business Card.

Role on the File—Firm Member Role—e.g. Firm Member, Sr.Litigator, Paralegal, Assistant, etc. This information is useful in Precedents.
Responsible Lawyer for the File—You can assign one of the Firm Members on the File in the Admin > General brad view.
Billing Rate for the Firm Member—This Rate will be used instead of the File Billing Rate as the default in new Time Entries created for this Timekeeper on this File.

Note: The list of People Roles can be customized for your firm. If you do not see the desired item, ask your Amicus Administrator to add it to the list.