Summary
Instructions are either billed based on quantity (per item) or the time taken to complete the overall task.
All tasks, except for those marked with a ❌ in the OOO Billing column in the Quantity Based Table below, should be billed as 'out of office' if they have been completed between 6pm-8pm during the week or anytime during weekend cover.
Any requests in relation to the shared bundle should be billed to all paying parties on the matter (who will be listed in the billing box) unless the instructional email says otherwise. Instructions outside of the shared bundle i.e. private tasks such as tags or hyperlink testing, should only be billed to the party that has made the request.
The rates for standard cases are outlined here but always check the rates pages for the matter on Case Control (CC) before quoting costs to clients as they may vary on more bespoke matters.
Quantity Based Tasks
| Task Type | OOO Billing? | Billing Example |
|---|---|---|
| Archive Workspace* | ❌ | Email from X at Y - Archive Workspace |
| Bundle Updates | ❌ | Bundle Updates - April |
| Cancellation Fee | ❌ | Email from X at Y - Cancellation Fee |
| Create Extra Workspace | ❌ | Email from X at Y - Create Extra Workspace |
| Daily Bundle | ❌ | Daily Bundle |
| Document Exports | ✅ | Email from X at Y - Document Exports (50 Documents) |
| Hyperlinking | ❌ | Email from X at Y - Hyperlinks (Automated) - A: 10, B: 50, C: 10 Email from X at Y - Hyperlinks (Manual) - D: 2 Email from X at Y - Hyperlinks (Automated) (Private) - Hogan Lovells Only: 40 |
| OCR | ❌ | Email from X at Y - OCR - E: 234 |
| Offline Export* | ❌ | Email from X at Y - Offline Export |
| Offline Export Delivery | ❌ | Email from X at Y - Offline Export Delivery |
| Temporary Workspace Deactivation* | ❌ | Email from X at Y - Temporary Workspace Deactivation |
| Unarchive Workspace* | ❌ | Email from X at Y - Unarchive Workspace |
| Uploads | ✅ | Email from X at Y - Uploads - F: 150, G: 250 |
The costs for anything marked with an asterisk (*) are outlined in the workspace options circulated specifically for the matter. The options are attached to each party on the API Page of the case on CC.
Time Based Tasks
| Task Type | Billing Example |
|---|---|
| Add Users | Email from X at Y - Add Users |
| Apply Document Permissions | Email from X at Y - Apply Document Permissions |
| Apply Sequential Pagination | Email from X at Y - Apply Sequential Pagination |
| Characters | Email from X at Y - Characters |
| Chronologies | Email from X at Y - Chronologies |
| Core Bundles | Email from X at Y - Core Bundles |
| Create Indices | Email from X at Y - Create Indices |
| Custom Bundles | Email from X at Y - Custom Bundles |
| Deletions | Email from X at Y - Deletions |
| Hyperlink Testing | Email from X at Y - Hyperlink Testing |
| Inserts | Email from X at Y - Inserts |
| Manipulate Indices | Email from X at Y - Manipulate Indices |
| Metadata Amendments | Email from X at Y - Metadata Amendments |
| Movements | Email from X at Y - Movements |
| Placeholders | Email from X at Y - Placeholders |
| Preparing Documents for Exports | Email from X at Y - Preparing Documents for Exports |
| Private Workspace Inserts/Replacements/Uploads | Email from X at Y - Private Workspace Inserts/Replacements/Uploads |
| Replacements | Email from X at Y - Replacements |
| Rotations | Email from X at Y - Rotations |
| Workspace Tags | Email from X at Y - Workspace Tags |
Sequential pagination should only be billed with 'Uploads' if you are matching a client index to apply bespoke pagination on a per doc basis. If you are paginating the documents in bulk using the 'Paginate' tool, sequential pagination should not be billed to clients but the time should be recorded in Case Control for internal purposes. It does not need to be added to any 'Insert' or 'Replacement' tasks as the time taken to apply the pagination will be accounted for in the main task entries.