The All Timekeepers for Client Page

Timekeepers are the people who perform the actions that will be invoiced. You can add and maintain timekeepers who will be used on invoices to clients. You can also manage law firm internal timekeepers.

Not all firms and clients use the Timekeepers page. It may be optional based on your relationship with the client and their billing guidelines. If your firm only uses LEDES files, you only need to add timekeepers to CounselGO if the rates must be approved by the client.

NOTE: For CounselGO billing, your firm should maintain a list of timekeepers specific to each client. There is not one master list applied across your clients.

1. Log in to CounselGO and choose the client to work with.
2. From the left navigation bar, click Timekeepers.
3. If this client requires timekeeper rates to be submitted and approved, the Submitted Timekeepers list displays by default. Otherwise, the Law Firm Internal Timekeepers tab shows.
   NOTE: This requirement may appear in the client’s billing guidelines; please connect with the relationship/billing partner to confirm their billing guidelines.

Most functions are available on both the Submitted to Client tab and the Law Firm Internal tab.

• Filter. Filter the timekeepers table by status. By default all submitted timekeepers display on the table. Click the corresponding filter to reduce the table to only pending, approved, or rejected records.
• Show <25> entries. Select a number from the drop-down list to set the pagination. That's the number of timekeeper records to show on the page. 
• Search. Enter all or part of a timekeeper's name or classification in the Search field and press ENTER to return matching records.

IMPORTANT! You cannot delete timekeepers from this tab.

The following details display for each timekeeper in the table.

Column	Tab	Description
ID	Submitted & Internal	Timekeeper identification - alpha numeric
First Name	Submitted & Internal	Required
Last Name	Submitted & Internal	Required
Classification / Title	Submitted & Internal	Timekeeper role - partner, paralegal, etc.
Currency	Submitted	3-character ISO code such as USD, CAD, etc. Here is a list of ISO 4217 currency codes. See "Active Codes"
Cost/Rate	Submitted & Internal	The negotiated rate between the client and vendor for each timekeeper
Effective Date	Submitted	Date this rate went into effect
Created Date	Submitted	Date this record was uploaded to CounselGO.
Status	Submitted	Rate status - pending, approved, or rejected
Color Code	Submitted	Green shows approved. Red shows rejected.

IMPORTANT! You cannot delete timekeepers from this tab.

Internal Timekeepers Tab

Submitted Timekeepers Tab

These functions are unique to the Submitted to Client tab.

• Download Template. Click to download a spreadsheet for uploading timekeepers. The header row defines each column and the other rows provide instructions for using the template. 
• Submit. Click to upload a .CSV file of timekeepers and their rates for submission to the client.

Contact Us: For more information about CounselGO please contact us at [e-mail]. We are happy to help.