I am fairly new in my role as billing assistant and now find that my predecessor(s) apparently never eliminated attorney billing rates that are no longer in use. As such, each attorney has multiple billing rates (as many as 20 different rates in the rate table), at least half of which I suspect are not being used. In trying to determine which attorney rates are no longer in use, I'm not finding a way to approach the data from an attorney rate-client assignment angle. Unfortunately, the rate selection rules listing report is quite unwieldy as clients that we've not billed in 8-10+ years are still showing as Open, clients have been set up with a rate rule for many/most/every attorney (including attorneys who left the firm years before the client came in), none of the clients have been set up to use the automatic rate selection, despite that approach working for at least 90% of the clients .... it's a bit of a mess. I tried exporting a CSV file to work with the data that way, but the individual attorneys' rate information floats column to column, so can't be selected/sorted. Any thoughts/suggestions on how I might approach this, other than continue to clean up the list and then visually assess the custom attorney rate rules, once I've got the client list all pared down to truly Open clients that use automatic rate selections where possible?
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