Onit Documentation

Adding a New Timekeeper Rate in Counsel Exchange (Unity)

by Michael Nadeau Updated on

Here's how to submit a new timekeeper rate in the Counsel Exchange:

  1. In the regular client view, go to the Timekeeper Rates section of the left-hand side menu.

     

     

  2. The full Timekeeper Rates directory will appear. Click on "New Rate" in the upper-right-hand corner. 

    You can also bulk upload timekeeper rates; click here to learn more about the process. 

  3. The New Rate screen will appear. Choose either an "Existing Timekeeper" or a "New Timekeeper." 
    1. If you choose "Existing Timekeeper," pick the timekeeper from the drop-down menu.

      After you select the timekeeper, their details will appear; you can edit the timekeeper's details if necessary. Learn more about that process here. 

      Click Save and Next to move on to the next screen. 

     

    1. If you choose "New Timekeeper," you'll have to fill out the new timekeeper information. 

      Learn more about the new timekeeper process here. Note that this timekeeper profile will be available across all clients once created. 

      Click Save and Next to move on to the next screen. 

     

  4. Fill out the Rate Details. 

    Current information for the timekeeper is on the right-hand side of the page. 

    Select if your rate details are for a Matter or Standard. 

    For a Matter, you'll have to fill out the:

    • Client Matter (drop-down menu)
    • Effective Date
    • Proposed Rate (required)
    • Rack Rate
    • Currency (drop-down menu)
    • a Note (a short justification for this rate request; 250 character max)

    You'll also have to certify that the timekeeper information on the screen is up to date. If not, go back and revise. 

    For a Standard option, you'll have to fill out the:

    • Effective Date
    • Proposed Rate (required)
    • Rack Rate
    • Currency (drop-down menu)
    • a Note (a short justification for this rate request; 250 character max)

    You'll also have to certify that the timekeeper information on the screen is up to date. If not, go back and revise.

    On either screen, click Submit to submit the new rate or Cancel to back out; you can also click Previous to go back to the prior screen and revise the timekeeper. 

    The new timekeeper rate will appear on the main Timekeeper Rates screen. 

     

Previous Article Multi-Matter Invoices in Counsel Exchange (Unity)
Next Article Bulk Timekeeper Rates Upload in Counsel Exchange (Unity)

Counsel Exchange End User Guides

Counsel Exchange Master Settings User Guide 20
Counsel Exchange for OnitX User Guide 21
Counsel Exchange for Unity User Guide 16

Other Resources

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