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Timekeeper Profile Enhancements Success Kit

Summary

Centralized profiles, an improved rate submission workflow, and the ability to manage multiple rates per timekeeper — all designed to simplify and strengthen your timekeeper management.

Welcome to a Smarter Way to Manage Timekeepers

Timekeeper management just got easier, faster, and more accurate with SimpleLegal’s new Timekeeper Profile enhancements!

Now, you can centralize timekeeper information, streamline approvals with an improved rate submission workflow, and add multiple rates per timekeeper — giving your legal and finance teams full visibility into every timekeeper and their rate history.

With fewer manual steps and more built-in transparency, your teams can move faster, reduce errors, and ensure billing accuracy with ease.


Helpful Resources

Best Practices

  • Review submitted rates carefully using the new streamlined user interface.
  • Take advantage of bulk approval and rejection options for faster processing.
  • Document rejection reasons clearly for vendor collaboration and transparency.
  • Regularly audit your timekeeper records using the built-in history view.

FAQs

Q: Can I view multiple rates for the same timekeeper?
A: Yes! Each timekeeper profile can track multiple historical rates — giving you complete visibility over time.

Q: How do I see rate history for a timekeeper?
A: Each profile includes a full audit trail showing all submitted, approved, and rejected rates.

Q: Can vendors update submitted information without starting over?
A: Yes. Vendors can now edit specific fields without needing to resubmit everything.


Helpful Links


Release Notes


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