We recently updated CounselGO, and here's a preview of the changes:
1. Easier wizard to add in your invoices without using a LEDES file and the ability to add more line item details for your invoice.
After selecting the option to add a new invoice without a LEDES file, in the top panel, enter in invoice details:
- Invoice Number
- Invoice Description
- Invoice Date
- Billing Period Dates
- Additional Notes/Comments
- Add Attachments
In the next panel, use the pulldown to select a Client Matter ID and enter a Firm Matter ID (optional), then select Line Item.
Along with selecting the line item type (Flat Fee, Hourly Fee or Expense) and the units and amounts, enter in optional information for Expense, Activity and Task Codes.
If the invoice includes tax, select Taxable and enter in the Tax Rate and Tax Type.
2. Add timekeeper data for convenient reference when adding line items.
To add a timekeeper, select Timekeepers from the left navigation bar.
Select New Timekeeper and enter in the timekeeper details.
When submitting Hourly Fee line items, select a Timekeeper from the dropdown and the rate will auto-populate.
NOTE: This timekeeper data is not a replacement for submitting timekeeper rates to your client.
3. Create and manage your own timekeeper classification abbreviations
For each timekeeper, a classification is needed. There are 5 default classifications, but if more are needed, select the gear icon from the left navigation bar. Select New Classification.
NOTE: This classification data is not a replacement for submitting timekeeper classification rates to your client.
Related help video: CounselGO Updates - Help Video
Please contact firstname.lastname@example.org for any other questions and we are happy to help.