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This article applies to:

  • Product: Legal Tracker
  • Audiences: Company

Submit a Timekeeper Rate Sheet

Submit a Timekeeper Rate Sheet on Behalf of a Firm

Company System Administrators can upload new timekeeper rate sheets and correct rate sheets on behalf of their firms. Timekeeper rate sheets submitted by the company are auto-approved, and Tracker sends an email to let the law firm administrator know about the change.
Please note the following:
  • Firms can upload their own timekeeper rate sheets.
  • A company can upload rate sheets on behalf of one firm at a time.
  • Rates can be reviewed and revised before submitting.
  • Rates are entered as fully approved by the Company System Admin or Tracker Coordinator.
  • Tracker notifies firms when companies submit rate sheets.
Required role | Tracker users with a system role of Company System Admin or Tracker Coordinator can upload a timekeeper rate sheet on behalf of a firm.
note
Timekeeper rate review must first be turned on for the company by a Company system admin or Tracker Coordinator.

Before you begin

  • If you plan to upload timekeeper rates, create the timekeeper rate sheet file. See the rate sheet upload spec for details on how to format this file.
  • Notify the firm that you are uploading a new or revised rate sheet.
  • Have your firm’s rates in a sortable format, preferably Microsoft Excel
There are two ways for companies to load a firm's timekeeper rate information into Tracker. You can upload an existing sheet, or create the rate sheet online manually.

Upload a Timekeeper Rate Sheet

Select this method if you are creating the rate sheet outside of Tracker, for example in Excel. We recommend this method if you have many matter-specific rates and are uploading 75 or more rates at one time.
To upload a timekeeper rate sheet:
  1. Click
    Financial
    >
    Rates
    >
    Rate Sheet Intake
     in the left navigation.
  2. Select the
    Upload a file
     button, then click
    Next >>
    .
  3. Next to
    Timekeeper Rate File
    , click
    Browse
    .
  4. Navigate to the file's location on your computer and select it.
  5. Next to
    File Type
    , check a button to indicate what type the file is that you are uploading.
  6. Select
    Calendar
     or enter a date in the
    Effective Date
     field to specify the date that this rate sheet goes into effect.
  7. Click
    Next >>
    .
  8. Review and revise rate details as needed, and then click
    Submit
    .
Submitted rates are auto-approved and an email is auto-generated to the firm.

Create a Timekeeper Rate Sheet online

Select this option to enter rate sheet details into Tracker. We recommend this method if you have a fairly small number of matter-specific rates.
To create a timekeeper rate sheet online:
  1. Click
    Financial
    >
    Rates
    >
    Rate Sheet Intake
     in the left navigation.
  2. Select the
    Create online
     button, then click
    Next >>
    .
  3. Next to
    Firm
    , click
    Select
    and use the window that opens to select the firm for this rate sheet.
  4. Select
    Calendar
     or type a date in the
    Effective Date
     field to specify the date that this rate sheet goes into effect.
  5. Select one of the following, depending on what you want to do:
    Option
    Steps
    Complete the rate sheet automatically
    1. Select
      Autofill the rate sheet with the current default rates for timekeepers
      . This option populates the rate sheet with the current default rates.
    2. If you want to include rates for specific matters, select the
      Include matter-specific rates
       check box.
    3. Click
      Create rate sheet
      .
    Complete the timekeeper information manually
    Use this option if you want to create multiple timekeeper rate entries and complete the information manually.
    1. Select
      Create an empty rate sheet; I will fill in the information
      .
    2. Click
      Create rate sheet
      .
    3. If
      Utilize autocomplete
      is checked, Tracker automatically populates the remaining timekeeper rate sheet data fields using the information from the most applicable previously approved rate sheet.
    4. To add timekeepers, click
      Add timekeeper
       and enter the timekeeper information. As you start entering the first name of the timekeeper, Tracker displays the most applicable approved rate (either default or matter-specific) in the system for that timekeeper, or for others who have that same first name. You can include diversity and inclusion information, such as gender, ethnicity, military status, disability status, and LGBTQ status.
  6. Click
    Next >>
    .
  7. Review and revise rate details as needed, and then click
    Submit
    .
  8. Submitted rates are auto-approved and an email is auto-generated to the firm.