HELP ARTICLES

GENERAL

• CounselGO Quickstart Guide
• How are Clients Added to the My Clients List?
• CounselGO Admin Activities
• CounselGO User Roles
• Add a User to CounselGO
• Edit a User Account

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INVOICES - General

• What are Invoice Phases?
• Build a non-LEDES Invoice and Submit it to the Client
• Attach a PDF file to a Non-LEDES Invoice
• Apply a Discount to a Non-LEDES Invoice
• Add a Tax Rate to a non-LEDES Invoice Line Item
• Attach PDF Backup Files or Receipts when Submitting a LEDES File Based Invoice

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LEDES File Invoicing

• Submit a LEDES Invoice
• Troubleshoot LEDES Files
• LEDES Invoice File Basics
• Resubmit LEDES File Invoices with Errors from Draft Invoices Tab
• Add a Tax Rate to a LEDES File
• Submit an Invoice Adjustment in a LEDES File

BUDGETS

• What are Budget Phases?
• Budget Proposals/Budget Requests Quickstart Guide
• The Budgets List Page

TIMEKEEPERS

• Timekeeper File Upload Errors - Common Causes & Troubleshooting
• The All Timekeepers for Client Page
• Manage Timekeeper Classifications
• Delete a Law Firm Internal Timekeeper
• Update Timekeeper Rates
• Add Timekeepers and Submit Timekeepers Rates to Clients

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ACCRUALS

• Submit Accruals (Unbilled Estimates)

MATTER MANAGEMENT

• Where Are My Matters and Client Matter IDs?
• What Information Shows in CounselGO for Each Matter?