1. The primary Billing Contact will receive an email notification of the new matter.

2. Sign into BillingPoint and choose the Billing Authorizations tab, find the matter assigned, it will be listed with a status of Pending. Click on the matter number (in blue) to open the submission form.

3. Select each timekeeper who will work on the matter and enter their matter-specific rate. Add as many timekeepers as needed using the Select Another Timekeeper button. Click Send to submit to the client (or Save As Draft if you are not ready to submit).

NOTE: If you need to add a timekeeper to the matter that is not yet created in BillingPoint, select the Create New Timekeeper button (see Adding a new Timekeeper for further instructions).
 

4. The status will show Pending Approval after it has been submitted. The client approver will receive notification of the submission.

5. Once approved, the firm billing contact will receive an email notification letting them know their matter is available for invoice submission. The matter will also display with the status Approved.