Manage Timekeeper Classifications

Each client has a set of Timekeeper Classifications. These are the abbreviations used to identify the timekeeper levels or roles - paralegal, associate, partner, etc. You can manage additional custom classifications.

NOTE: CounselGO has a number of default classifications, which cannot be edited or removed. You can only view the records for these entries.

1. Consult with your client to determine the list of abbreviations you will share.
2. Log in to CounselGO and select a client to work with.
3. On the left navigation bar, click the gear icon.
   
4. From the Timekeeper Classifications page you can add, edit, or delete custom classifications.

Add a Classification

1. Click the New Classification button (top right).
   
2. Provide a Name for the role.
3. Enter an Abbreviation.
4. Click Submit.

Edit a Classification

1. Click the row you want to edit.
2. Change the Name for the role or enter a different Abbreviation.
3. Click Submit.

Delete a Classification

1. Hover over the far right end of the row you want to delete. 
2. Click the trash can icon.
3. CounselGO asks you to confirm the deletion. Click Yes.

Contact Us: For more information on this or other aspects of CounselGO please contact us at [e-mail]. We are happy to help.