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CounselGO Timekeeper Management Enhancements Success Kit

Summary

Faster submissions, better visibility, fewer errors — all designed to make vendor timekeeper management seamless and efficient.

Welcome to Faster, Simpler Timekeeper Submissions

CounselGO’s latest enhancements make it easier than ever for vendors and law firms to submit, edit, and track timekeeper information.

With improvements like a dedicated Rates tab, multi-timekeeper bulk entry, clearer visibility into submissions, and feedback on rejections, CounselGo users can streamline workflows, reduce errors, and accelerate client approvals.

Helpful Resources

Best Practices

  • Use the new bulk upload option to add multiple timekeepers rates at once.
  • Double-check submissions for errors before final review.
  • Review feedback on rejected rates to quickly address issues and resubmit.
  • Use inline edits to update timekeeper information like classification, name, etc without starting over.
  • Keep profiles up to date to avoid billing or invoicing mismatches later.

FAQs

Q: What’s the new Rates tab?
A: The new Rates tab separates rate information from other timekeeper details for easier entry and review.

Q: Can I upload multiple timekeepers at once?
A: Yes! Use the web form, Excel, or CSV file to bulk upload multiple timekeepers and rates.

Q: How will I know if a rate is rejected?
A: You’ll now see detailed feedback, including rejection reasons, within your submitted timekeeper view.

Helpful Links