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This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm

Create a Timekeeper Rate Sheet Online

Required role | Firm administrators, firm office administrators and firm users who have billing permissions can create rate sheets online. Company System Administrators can upload rate sheets on behalf of firms.
If your client company requires your law firm to submit timekeeper rates for annual review, you can create a rate sheet that is based on the information from submitted invoices.
  1. Select
    Billing
     in the left navigation.
  2. Click
    Timekeepers
     on the tab bar.
  3. Click
    Post rate sheet
     in the toolbar.
  4. Select
    Create online (Create file)
    , then click
    Next>>
    .
  5. Next to
    Effective date
    , type the date the rate sheet goes into effect, or click the calendar icon to open a calendar drop-down that you can use to select the date.
    note
    Your client company can change the effective date when reviewing rate sheets. Tracker does not notify your firm if the date is changed.
  6. Select one of the following:
    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.
  7. Click
    Create rate sheet
    .
  8. Complete any of the following if you want to edit, clone or delete the timekeeper information:
    • To edit timekeeper information, click
      Change
       in the
      Rate Information
       column, select the matter then change any of the rate information, including the information in the
      Base Rate
       and
      Discount
       fields.
    • To create a new timekeeper entry based on an existing entry, click
      Clone
      . You are required to change the timekeeper's ID or the rate for the specific matter.
    • To delete a timekeeper entry, select
      Delete
       . The entry is deleted but the information for the timekeeper remains in Tracker.
  9. Click
    Next >>
    . One of the following occurs:
    • If there are errors in the file, Tracker displays a list of errors.
    • If there are no errors, Tracker displays a
      Rate Analysis
       table that includes comparison data about the timekeepers. The
      Rate Analysis
       table displays information for missing timekeepers by default. Your client company will also see this information,
      note
      The
      Rate Analysis
       table is not available after you submit this rate sheet file. If you want to view the results again or share them, take a screen capture or copy the information into another file.
  10. Click
    Edit
     if you want to edit the information in the table.
  11. Click
    Next>>
     when your review is complete.
  12. Click
    Submit
     to upload the timekeeper rate sheet. Tracker notifies the client company that the rate sheet is ready for review.
    note
    If your client company adjusts or rejects a rate sheet, you will receive an email message. You may want to contact your client company to negotiate the rates. If your company agrees to renegotiate the rates, follow the steps listed above to submit a revised rate sheet.