Managing Time Entered by Co-Counsels

When you share a Matter with a Co-Counsel, they are able to keep track of, and record, the time they spend working on it. As the administrator of the shared resources, being able to control the billing rate of the Co-Counsel your firm works with, viewing the time added by them, and billing the clients are all important parts of this feature.

Contents:

Co-counsel Billing Rates
Viewing Co-counsel Time Entries

Co-Counsel Billing Rates

In order to manage the rate your Co-Counsel is billing Time at, you can set their billing rate. This can be done in two places.

1. The Matter share modal when sharing the Matter

2. The Contact Edit Page

You can edit the Co-Counsel's Contact information directly to modify the billing rate that is applied to shared Matters. Edit the Contact, and then make any changes necessary to their billing rate. Remember to save these changes.

Viewing Co-counsel Time Entries

To view the Time Entries added by the Co-Counsel to the shared Matter, simply go to the Activities tab of the Matter.

Billing

When it comes time to generate a bill for your Clients, the process is the same! The Time added by your Co-Counsel will be noted on the invoice using their initials as seen below. 

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