CounselLink Answer Center for Clients

Managing Volume Discounts

  • Updated

This article covers the following:

Creating a Volume Discount

Some Volume Discounts may have been created during your organization’s initial implementation. New discounts must be created for law firms onboarded later.

You can create a new volume discount for one or more matters.

You must have the Volume Discount Admin role to create Volume Discounts.

  1. Access the Volume Discount List page.

  2. Click Create.

    The Create Volume Discount page displays.

  3. Fill out the fields as necessary.

    Fields with an asterisk (*) are required.

    Field Details
    Discount Name* Enter a name for the Volume Discount.
    Volume Discount Currency* Select the currency from the dropdown list.
    Law Firm* Click Search to select the associated law firm.
    Invoices with Incorrect Discount* Specify whether invoices containing incorrect discount calculations will be accepted or rejected.
    Accumulated For* Select whether accumulation applies to Fees, Expenses, or Fees & Expenses.
    Description Enter a description for the discount.

  4. Click Save. The Add Discount Period window displays.

  5. Enter a Start Date.
  6. Enter an End Date.
  7. In the Discount Detail, enter a currency threshold in the Required Volume field.
  8. Enter a discount percentage in the Discount field.

  9. Repeat this process for the two remaining rows.

    Click Add Row if you need more fields.

  10. Click Save. The Volume Discount is added.

Adding Matters to a Volume Discount

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Matters must be assigned to a Volume Discount for cumulative spend to be tracked.

Only active matters will be available to add to a Volume Discount.

  1. Click the Matters tab on the Volume Discount Overview page.

  2. Click Add.

    The Add Matter window displays.

  3. Click Search. The Matter Search Criteria fields display.

  4. Use the fields to find the matter(s) you wish to include.

    If you are searching for multiple matters, search by law firm name and active matters. Click Add Search Criteria to create another filter.

  5. Select the matter(s).

    Change your results page to 100 and select the top box by Matter Number to select all matters. If there are more than 100 to add, be sure to click the next page of results and select those as well.

  6. Click Add. The matters are added to the Matters tab.

  7. Click Activate at the top of the page. A confirmation window displays.

  8. Click Yes. 

A message confirms that your discount has been activated.

Adding a Period to a Volume Discount

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When the current period expires, the Volume Discount becomes inactive. Add a new period to maintain continuity.

  1. Access the Volume Discount List page.
  2. Click the link in the Volume Discount Name column. The Volume Discount Overview page displays.
  3. Click the Discount Periods tab.

  4. Click Add.

    The Add Discount Period window displays.

  5. Enter a Start Date.
  6. Enter an End Date.
  7. In the Discount Detail, enter a currency threshold in the Required Volume field.
  8. Enter a discount percentage in the Discount field.

  9. Repeat this process for the two remaining rows.

    Click Add Row if needed.

  10. Click Save. 

The additional period is added.

Copying a Period on a Volume Discount

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Copying a period is useful when extending a discount with similar thresholds.

  1. Access the Volume Discount List page.
  2. Click the link in the Volume Discount Name column. The Volume Discount Overview page displays.
  3. Click the Discount Periods tab.
  4. Place a check mark next to the period.
  5. Click More Actions.

  6. Select Copy Discount Period from the drop-down list.

    The Add Discount Period window displays with the selected period's information populated.

  7. Optional: Edit the period dates and discount details as needed.
  8. Click Save. 

The new discount period is added.

Editing a Volume Discount

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You can edit the information on an active or inactive Volume Discount.

  1. Access the Volume Discount List page.
  2. Click the discount name link under the Volume Discount Name column. The Volume Discount Overview page displays.

  3. Click Edit.

    The Edit Volume Discount page displays.

  4. Make edits to the fields as necessary.

    You cannot edit the law firm associated with the discount.

  5. Click Save.

Editing a Discount Period

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You can make edits to an existing discount period, including adding more thresholds or altering the time frame.

  1. Click on the Discount Periods tab from the Volume Discount Overview page.
  2. Place a check mark next to the period which you'd like to edit.

  3. Click Edit.

    The Edit Discount Period window displays.

  4. Make any edits as necessary. 
  5. Click Save.

Removing a Discount Period

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You can remove one or more discount periods on a Volume Discount.

  1. Click the Discount Periods tab on the Volume Discount Overview page.
  2. Place a check mark next to the period(s).
  3. Click More Actions.

  4. Select Remove Discount Period from the drop-down list. A confirmation window displays.

  5. Click Yes. 

The selected discount period(s) are removed.

Removing a Matter from a Volume Discount

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You can remove one or more matters from a Volume Discount from the Matters tab of the Volume Discount Overview page.

  1. Click the Matters tab on the Volume Discount Overview page.
  2. Place a check mark by the matter(s).

  3. Click the Remove button. 

    Once you click Remove, the matter is removed immediately. There is no confirmation window.

Inactivating a Volume Discount

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If a Volume Discount is no longer needed, it can be inactivated.

  1. Access the Volume Discount List page.
  2. Click the discount name link under the Volume Discount Name column. The Volume Discount Overview page displays.

  3. Click Inactivate.

    A confirmation window displays.

  4. Click Yes. 

Adding a Note to a Volume Discount

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Notes can be used for internal communication or collaboration with the law firm.

  1. Click the Notes tab on the Volume Discount Overview page.

  2. Click Add. The Volume Discount Notes window displays.

  3. Enter your note in the Note Text field.
  4. Select a Note Type.
    • Internal: Visible only to your organization.
    • Law Firm: Visible to the associated law firm.
  5. Click Save.