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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
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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