Prokurio allows you to apply discounts broadly across all fees or to specific individual phases of the Patent and Trademark lifecycle.
Let’s take one of your clients and apply a ten percent discount to all patent fees applied to their forecasts.
- From your homepage sidebar, click on Custom Fees to expand the menu, then click on Client Fees.
- Once you are at {Your Firm Name} Client Fees, find the client you wish to apply the discounts to in the list. Note: to the right of the screen, there is a search bar to search the full list by client name.
- Under the Action column by your client (to the right), click on the orange outlined Edit button to open your client maintenance screen.
- On the Client Maintenance screen, click the “Discounts tab”. This will show all of the current discounts you may already have applied that are available for editing or deletion.
- Click on the orange Add Discount button.
- Enter the percentage of the discount (no % is needed, just the number).
- Select what type of fees it applies to from the list of options.
- Click on the Save button to apply the discount going forward on that client’s firm fees.
Note: These discounts do not apply to any fees outside of your law firm fees for this individual client.
If you need any additional assistance, please contact us at hello@prokurio.com, and we’ll get you the answers you need!
