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Reports

Timekeeper Rates Report

Timekeeper Rates Report

The Timekeeper Rates report provides detailed information about the rates that your company is paying to outside vendors, such as timekeepers in law firms. You can configure the Timekeeper Rates report to show only the timekeeper rates you are interested in. The report can be configured to show rates based on several criteria, including matter status and type, organizational unit, date range, and timekeeper location. Both default rates and matter-specific rates can also be adjusted within the report by a company system administrator or timekeeper rate reviewer.
A company system administrator or timekeeper rate reviewer can also change timekeeper rates—both default rates and matter-specific rates using this report.

Generate the Report

Required role | Company users can generate Timekeeper Rates reports and see the default rates for all timekeepers, but can see matter-specific rates only for the matters they have access to.
Company System Administrators and timekeeper rate reviewers can see all rates for all timekeepers.
  1. Click
    Reports > Report Engines
     in the left navigation.
  2. In the
    Pre-configured only
     section, select
    Timekeeper Rates
    .
  3. Select the criteria for this report.
  4. Click
    Run
    .

Edit Timekeeper Rates in a Report

Required role | Only Company System Administrators and timekeeper rate reviewers can edit timekeeper rates within a Timekeeper Rates report.
Rate changes made in this report will overwrite any previously approved rates from invoices or timekeeper rate sheets.
  1. In the report, click
    Edit Rate
     next to the relevant timekeeper's name. Default rates are shown in the gray row for each timekeeper, and any matter-specific rates are shown in white rows. A timekeeper can appear to have two default rates if a rate sheet with an effective date in the future has been approved: the report displays both the current default rate and the approved future default rate. For the same reason, a timekeeper can have two matter-specific rates for the same matter: one current rate and one future rate.
  2. In the
    Edit Timekeeper Rate
     box, do one of the following:
    • To change only the default rate, enter a new rate in the
      Default Company Rate
       field.
    • To change the default rate and set all matter-specific rates to the default rate, enter a new rate in the
      Default Company Rate
       field, then select the
      Overwrite all matter specific rates
      check box.
    • To change only this matter-specific rate, select
      Change Approved Matter Rate
       and enter a new rate in the field.
    • To set only this matter-specific rate to the default, select
      Use Company Default Rate
      .
  3. Click
    Save
    .
  4. Rate changes are not displayed in the report until you refresh your browser (for example, by pressing F5) or run the report again.

This article applies to:

  • Product: Legal Tracker
  • Subject: Reports
  • Audiences: Company

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