Here's how to add a new user (defined as someone who logs into Counsel Exchange to do work) in Counsel Exchange:

1. After logging into Counsel Exchange and navigating to the Master Settings, click on "Users" in the left-hand-side menu.

   

2. You'll see all existing users in the Users directory.

   Use the top tabs to toggle between Active, Archived, and Deleted users. 

   The main directory will show the user's Full Name, Email ID, Office, Status, Last Login, and Created date, and an Actions (Edit User, Deactivate, Resend Email, Reset Password) menu. Use the up/down arrows to sort by the column

   Use the search bar to search for specific users. Use the Viewing drop-down menu to customize how many users you want to see on the screen. 

   

3. Click on "New User" to add a new user. 

   You'll have to fill in:

   • The user's Full Name (required)
   • The user's Email ID (required)
   • Their Status (active or inactive)
   • The Activation option (required). You can choose to either Send Registration Email to the new user or Auto Activate the user.
   • Under Permissions, you can make the user an Admin User and choose whether they should Receive a Weekly Invoice Digest (a weekly summary of invoice activity). Note that regular users will also require you to select an Office from the drop-down menu. 

   Click Save to save the new user or Cancel to back out. 

   

   The created user will appear in the main directory. 

Here's how to manage existing users in Counsel Exchange. Click here to learn how to add a new user in Counsel Exchange. 

1. After logging into Counsel Exchange and navigating the Master Settings, click on "Users" in the left-hand-side menu.

   

2. You'll see all existing users in the Users directory.

   Use the top tabs to toggle between Active, Archived, and Deleted users. 

   The main directory will show the user's Full Name, Email ID, Office, Status, Last Login, and Created date, and an Actions (Edit User, Deactivate, Resend Email, Reset Password) menu. Use the up/down arrows to sort by the column.

   Use the search bar to search for specific users. Use the Viewing drop-down menu to customize how many users you want to see on the screen. You'll see whether the user is an Admin or not next to the user's name.

   

   Here's how to use the Actions (Edit User, Deactivate, Resend Email, Reset Password) menu:

3. Click on "Edit User" to edit a user's information.

   You can edit their Full Name, Status, Activation method, and Permissions. Learn more about these in the Adding a New a User in Counsel Exchange guide. Click Save to save your changes or Cancel to back out. 

   

4. Click Deactivate to deactivate a user. 

   Click Confirm to deactivate the user or Cancel to back out. 

   

5. Click Resend Email to send a set password email to the user. 

   

6. Click Reset Password to reset the user's password.

   Fill in and confirm the password, and click Reset Password to reset the password or Cancel to back out. 

1. Use the checkboxes next to each user and the "Bulk Actions" menu to archive or delete users. 

   You can also use the top-left checkbox to select all users. 

   You can find these users in the Archived and Deleted tabs at the top of the page. 

   

    

Here's how to add a new timekeeper (defined as people from vendor law firms who bill for work on legal matters using hourly rates or flat/fixed fee arrangements depending on customer billing guidelines or requirements) 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
   • The Timekeeper Name
   • The Initials of the timekeeper
   • The timekeeper Email
   • The Office (drop-down menu)
   • The Staff Classification (drop-down menu)
   • 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)

   

   

Counsel Exchange's Support Assistant provides users with AI-powered chat support. This support chat quickly answers basic how-to questions about Counsel Exchange; it supports multiple languages, allowing users to receive support in their preferred language.  

Here, we'll show you how to use the Onit Support Assistant within Counsel Exchange.

Using the Support Assistant

To open the Support Assistant, click on the Get Help button in the bottom right of the Counsel Exchange screen.

The support agent chat window will appear on the screen. Type in your query in the bottom "Ask a question" field and click the blue "next" button.

The chatbot will pull an answer from the uploaded knowledge base. 

The agent supports multiple languages; ask a question in your preferred language, and you'll get an answer back in that language. 
 

You can also click on the paperclip icon to upload a file to the Support Assistant.

To close the Onit Support Assistant, click on the blue X on the bottom-right of the screen. 

In Counsel Exchange, the Client and Master Settings views provide you with different features. This guide explains how to switch between the two and what you can do in each.

Switching Between Client and Master Settings

1. Use the top drop-down menu to switch between Client settings and Master Settings.

   The Master Settings (Timekeeper Profiles and Settings) option will be at the very top of the drop-down menu. Use the Offices drop-down menu to switch between offices. 

   

   Master Settings

   Within Master Settings, you can:

   • View, adjust, and add timekeepers
   • View, adjust, and add users (admin users only)
   • Manage account settings (admin users only)
   • View clients
   • View and adjust offices (admin users only)
   • View, adjust, and add supported currencies
   • Access the Support function

   

Here's how to create a manual invoice within Counsel Exchange:

1. Go to the Invoices on the left-hand side menu and click on "Invoices List."

   

2. On the right-hand side of the screen, click on the "New Invoice" button. 

   

   1. Note that you can also click directly on the "Create Invoices" link from the Invoices drop-down menu to create an invoice. 

      

      Either option will bring you to the next step.

3. The Create Invoice screen will appear.

   

   1. Fill out the Invoice Details screen.

      Sections marked with an asterisk (*) are mandatory; click the X to remove selections. You can fill out these sections:

      • Billing Office (drop-down menu)
      • Matter (drop-down menu)
      • Currency (note that the invoice currency is decided by the vendor in Unity customers only)
      • Invoice Number
      • Invoice Date (the date when the invoice is created)
      • Linked Invoice (drop-down menu)
      • PO Number
      • Government Invoice Number
      • Billing Period (note that you can only select a date range that is max one year at a time) 
      • Whether or not you want to Enable VAT Compliance (check box) 
      • The Invoice Description. Here you can briefly describe the scope of work or services covered by this invoice. 

      

   2. Fill out any Line Items. 

      Click the up/down arrows next to Line Items to show details of any line items included. 

      

      

      Click Add Line Item to add either a Flat Fee, Hourly Fee, or Expense. 

      For Flat Fees and Hourly Fees, you can fill out the:

      • Date
      • Timekeeper (drop-down menu
      • Activity Code (drop-down menu)
      • Task Code (drop-down menu)
      • Description of Service
      • Cost Details, including Rate, Quantity, and Discount ^%. Note that the Total Cost will continually update. 

      Fields marked with an asterisk (*) are mandatory. 

      Click on the Taxable box if the item is subject to tax. If so, you'll have to add in the Tax Code and Tax Rate. Click the Plus button to add another tax row or the Trash button to remove the tax line. The Total Tax box will continually update. 

      You'll see the Totals calculate at the bottom of the screen. Click on Save to save the Line Item, Save and Add Another to add another line item, or Cancel to back out. 

      

      For an Expense, there is:

      • Date
      • Expense Code (drop-down menu)
      • Description of Service
      • Cost Details, including Unity Cost, Quantity, and Discount ^%. Note that the Total Cost will continually update. 

      Fields marked with an asterisk (*) are mandatory. 

      Click on the Taxable box if the item is subject to tax. If so, you'll have to add the Tax Code and Tax Rate. Click the Plus button to add another tax row or the Trash button to remove the tax line. The Total Tax box will continually update. 

      You'll see the Totals calculate at the bottom of the screen. Click on Save to save the Line Item, Save and Add Another to add another line item, or Cancel to back out. 

      

      Once you've finished adding in your Line Items, note that the totals will update within the panel. 

      

   3. Note that the Invoice Summary and Billing Snapshot screens will update with the added information.

       

   

   1. Use the Documents section to upload a document to the invoice. 

      Use the drag and drop option or Select Files to choose the document to upload. 

      After the document is uploaded, you can choose the Category and Label from the drop-down menus and fill in a Description (if necessary); click on the Delete (trash can) option to remove the file. 

      

4. Hit "Submit to Client" to send the invoice in.

   Note that you can also click on Save Invoice to save the invoice for later work, or click Cancel to back out. 

   When sending the invoice, ensure a status of Pending Approval to confirm successful submission to your client. If the invoice fails, it was not submitted and you will need to correct the errors listed and then reattempt submission.

   

   1. You can see the invoice details on the main Invoice List screen.

       

   

    

This resource contains some common Frequently Asked Questions we see from our users (and the answers to these questions).

FAQ Directory

Here's how to work with matters in Counsel Exchange:

Assigned Matters

1. To view assigned matters, click on Matter in the left-hand side menu.

   

    

2. You'll see the full list of assigned matters, along with key details.

   Displayed details include Matter name, Status, Fee Arrangement, Created At date, and Billed amount. 

   Click the up/down arrow next to each column to sort by that column. You can also use the search bar to search through matters or the Viewing drop-down menu to customize the number of records you want to see on the screen. 

   

   1. Click into an individual matter to see the full matter details.

      You'll see key details at the top of the page (Matter, Fee Arrangement, Vendor Name, Currency, and Billed Amount). Use the tabs on the page to see information on Billing Authorization, Invoices, Budgets, Accruals, Files, and Updates. 

      

Archived Matters

1. Click on the Archived tab to view archived matters.

   Closed matters can be found under the archived tab. 

   

   To archive a matter or matters, click on the check boxes next to the selected matters (or click the top check box to select all matters) and select Archive under the Bulk Actions drop-down menu.

   

Archived matters will appear under the Archived tab. 

FAQS

Here's how to upload a LEDES invoice file in Counsel Exchange:

1. Go to the Invoices section in the left-hand menu and click Upload Ledes.

   

2. Fill out the Invoice Details & Upload screen.

   

   1. Upload the LEDES file.

      You can either drag-and-drop the LEDES file or click Select Files to find and upload the file. Supported files include: 98B, 98BI, and XML 2.1. Larger files can take longer to upload and check the LEDES file format. Please keep this window open during this process.

      A successful LEDES upload will appear in the Attached Files section with the Ready to Continue message. Click the X to remove the upload.

      

      Unsuccessful LEDES uploads will show a Critical Error message. Toggle Show Details to see the details of the error. Resolve the error and re-upload the file. 

      

       

      

   2. When you're ready to upload the file, click on Next.  

      You can also click on "Cancel" to back out.

      

3. Fill out the VAT & Supporting Documents Screen.

   Select the invoices that include VAT and add appropriate attachments. 

   You can toggle Save/Submit, Link to a Related Invoice from the drop-down menu, and Upload any appropriate attachments. 

   

   1. Click on Submit to finish uploading the LEDES file. 

      You can also click on Cancel to back out. Click Previous to go to the prior screen.

      

      The invoice will appear in the main Invoice directory.