Managing Timekeeper Classifications

Firms use sets of Timekeeper Classifications with corresponding abbreviations to identify timekeeper levels or roles, such as Associate (AS), Partner (PT), and Legal Assistant (LA), for invoicing purposes. 

CounselGO has a number of default classifications that cannot be edited or removed. You can, however, add custom classifications depending on your invoicing needs and client agreements. 

To view the default classifications, click on the gear icon at the bottom of the left navigation bar. 

NOTE: The default and/or custom classifications managed from this area of CounselGO can be assigned when adding timekeeper information for internal use at your firm. Internal timekeeper information is typically added in cases when clients do not require timekeeper rates to be submitted for approval. For additional information about internal timekeepers, click here. If you are looking for information about submitting timekeeper rates to clients for approval, click here.

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Adding a Classification

1. Click + New Classification in the top-right corner of the Timekeeper Classifications table.

2. Enter a name for the role (e.g., Paralegal, Senior Partner, etc.).

3. Enter an abbreviation for the role (e.g., PA, SP, etc.). 

4. Click Submit. 

Editing a Classification

1. From the Timekeeper Classification page, click on the row you want to edit.

2. Change the name and/or abbreviation.

3. Click Submit. 

REMINDER: Editing is disabled for the following built-in default classifications: Associate, Legal Assistant, Of Counsel, Other, and Partner. 

Deleting a Classification

1. From the Timekeeper Classification page, hover over the far right end of the row you want to delete.

2. Click on the delete icon. 

3. Click Yes when prompted to confirm. 

REMINDER: The delete option is not available for the following built-in default classifications: Associate, Legal Assistant, Of Counsel, Other, and Partner.