Price list documents are the documents that we add to the ‘View Price List’ page on a Service Portal.
Here are instructions on how to create a price list document:
1. First, you will need to log into the Service Portal design brief admin dashboard by visiting: https://sp-designbrief-admin.zaliet.com/login
2. Once you are logged in, find the law firm in the list of projects and then click on ‘Details’…
3. Then, click on the view price list button…
4. You will now be on the page where all the information you need to create a price list document is contained. It should look something like this…
5. Now you need to open the price list Word document template so that you can begin adding the data. You will find the document within Dropbox:
Global Small Firm Marketing >> 12. Infrastructure & Development >> Projects >> Service Portals >> Price list document template
6. Open the ‘Price List Document Template’ Word document.
7. To avoid accidentally saving over the template, save a new document within the DropBox client file, and use the following naming format:
[Area of Law] – [Sub Area of Law] – [Law Firm Name]
An example of this format being used is: Family Law – Divorce – First Continental Solicitors
8. Now that we have saved a copy of the price list document, we can begin transferring the data over. The first thing to do is double click on the area of the document that contains the title and then edit the title name, adding the Area of Law, followed by the Matter Type…
9. Now, you need to insert the client’s logo file…
10. Next, you would need to check if the cost of the service is fixed or charged per hour. Also, you need to check to see if the client has chosen to give pricing including or excluding VAT. You would find this information here…
For some examples of how to fill out this information on the price list, please see below…
The image above is an example of a £100 fixed fee including VAT.
The image above is an example of a £100 per hour fee that excludes VAT.
11. Next, we will add a disbursement to the price list document. Under the ‘List of disbursements/services Included’ heading in the price list brief, there will be tabs for service and price. This represents the name of the disbursement, and the cost of it. You simply need to add this information into the disbursements section of the price list document in Word. Please see below…
12. Now we have reached the Key Stages and Timescales section of the price list document. Like the disbursements section, we just need to transfer the Key Stage and Typical Time Line information within the brief over to our price list document. Please see how this would look below:
13. Lastly, we just need to transfer the information that appears in the ‘Professionals that would typically work in this area of law’ section over to the ‘Our Professionals’ section of the price list document. Please see how this would look below:
If you need to add more than one member of staff, just copy and paste the whole section and then enter the information of the other staff member…
Also, if you need to delete a column from the ‘Our Professionals’ table you can do so by right clicking on the column and them selecting Delete >> Column
14. You are all done. This is an example of what the finished price list document should look…