Here's how to add a new timekeeper in Counsel Exchange:

1. Switch to the Master Settings option within your Counsel Exchange environment. 

   Use the drop-down menu at the top of the page to select this option (if you have access)

   

2. Click on the New Timekeeper button on the top right of the page. 

   

3. The New Timekeeper screen will appear. 

   Note that this timekeeper profile will be available across all clients once created. 

   Anything with a red asterisk is required (note: Date Bar Passed and First Practiced Year are only required if the timekeeper is a law graduate). Click the X in selected fields to remove a selection. Click Save once your updates are complete or Cancel to back out. 

   You'll have to add in:

   Users can edit:

   • The Timekeeper ID; this is created by the user in question and has no checks within Counsel Exchange. You can use anything you or your organization would like. 
   • The Timekeeper Name
   • The Initials of the timekeeper
   • The timekeeper Email
   • The Office (drop-down menu)
   • The Staff Classification (drop-down menu); standard classifications are:

   Associate	An associate is a lower-level professionally licensed attorney who does not hold an ownership interest in a law firm.
   Legal Assistant	A mid-level position within a legal organization, used only when the timekeeper has not been licensed or certified by a jurisdictional authority where required.
   Non-Legal Professional	A non-attorney timekeeper whose billed work draws on specialized, non-legal expertise in support of a matter.
   Not Set	A status to indicate a timekeeper who has not provided their classification.
   Of Counsel	An attorney employed by the law firm who is not an associate or a partner but who is on track to become partner or who was previously a partner and is now retired.  Typically Of Counsel timekeepers are: - A status in the firm senior to associate but not yet partner.  In this situation counsel receives a salary and may have a measure of compensation based on the profitability of the partnership. - An attorney who has changed careers entirely, i.e., a former judge or government official, or one transitioning from corporate/in-house practice to law firm practice. - A retired partner of the firm who, although not actively practicing law, nonetheless remains associated with the firm and available for occasional consultation. - A lawyer who is, in effect, a probationary partner-to-be, sometimes a lateral hire brought in with the expectation of becoming partner after a relatively short period of time.
   Paralegal	A mid-level position within the firm, used only when the timekeeper has a certification or license issued by a jurisdictional authority where required.
   Partner	A partner owns and directs the business of a law firm and may be either an equity or non-equity shareholder.   - Equity partners are considered to have ownership stakes in the firm, and share in the profits and losses of the firm.  - Non-equity partners are generally paid a fixed salary, and may be granted certain limited voting rights with respect to firm operations.
   Secretary or Clerk	Lower-level administrative staff within the firm or legal vendor company.  Includes, but is not limited to, Assistant, Clerk, Copy Staff, Courier, File Clerk, Scanner, Secretary, Support Staff, etc.
   Summer Intern	Any law student or non-student clerk working at a law firm in an internship, co-op, or summer associate program.

   • The Rack Rate
   • The Currency (drop-down menu)
   • The Rack Rate Effective Date (calendar)
   • Whether the Timekeeper is a law graduate; check or uncheck the Check if this timekeeper is a law graduate box.
   • The Year Bar Passed
   • The First Practiced date
   • The Practice Area (drop-down menu)
   • The timekeeper Profile Link
   • The timekeeper Resume
   • The Bio of the timekeeper (250 character limit)
   • The Gender (drop-down menu)
   • The Race/Ethnicity (drop-down menu)
   • Whether the timekeeper is a Veteran or not (drop-down menu)
   • Whether the timekeeper has a Disability or not (drop-down menu)
   • Whether the timekeeper is LGBTQ or not (drop-down menu)