Resource Types in Curo365 can be used in 2 different ways to achieve the same result. You can use them to either:

1 - To denote the position of a User

2 - To denote a specific User

While a Resource Type can be used to denote Paralegal, Articling Student or Partner, as a few examples, you can also use it simply put a User's Name, like Matthew or Biff, meaning that they are their own, unique Resource Type. Adding Resource Types in this way will create more work on the front, but will allow for greater granularity of Rates on Matters in the long run.

I highly recommend getting an idea for the full Rates System by watching the Rates Workshop found here, or by looking into how Rates are created in our Rates Guide, found here.

After you decide the best way to handle the Resource Types, it's time to create them. First, click the Resource Types Entity on the left side under the Administration Subheading.

Click the +New on the top left to create a new Resource Type

Here, fill in the Name, and for LEDES Billing, you'll need to choose a Timekeeper Classification. The Codes that you'll see on LEDES Invoices are called Timekeeper Classification Codes, and below is a list of all the ones that Curo365 supports.

AS - Associate
SE - Clerk or Secretary
LA - Legal Assistant
SI - Legal Intern
OC - Of Counsel
PL - Paralegal
PT - Partner

Anything that you choose from the Dropdown List that ARE NOT in the list above will show as OT/Other.

Finally, Save & Close and you’re all done!

Finally, you'll want to add the created Resource Types to their corresponding Users, and that can be accomplished by following the first set of instructions in this Guide.

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