Where can I find a client's billing guidelines?

It is the responsibility of your client to send or share their billing guidelines with your firm. The client also has the option to share their billing guidelines as a general file for it to appear in CounselGO.

We recommend contacting your client directly to request that it be sent or request that it be shared with you and any other applicable users from your firm in CounselGO. 

To check if the billing guidelines have already been shared before contacting your client:

1. Go to Files from the left-side navigation bar.

NOTE: If you do not see the Files menu option on the left, this means that you have not been assigned general file sharing permissions. Contact your CounselGO Admin or client directly for assistance. 

2. Switch to the Shared With Me tab.

3. To view a file, click on the ... (more) option under the Actions column and select Download.