To set the firm commercials for a law firm with a Relationship Account (RA), follow the steps below:
Ensure the firm has been added to the relevant panel period
From the Law Firm Index, search for the firm and open its profile
On the Law Firm profile, click on "RA Balance" to go the the RA page
On the RA page, select the new panel period
Navigate to the Firm Commercials tab and click "Set firm commercials"
Enter values for the following sections:
Credit Overview
Credit Usage
Spend Band
Click "Save Changes"
