View, Add, Modify, or Delete Individual Timekeepers
To view a Timekeeper profile
- Select the Timekeepers tab.
- You can search by one or more of the fields in the Search Filters table. Select the appropriate Timekeeper.
The Timekeeper Profile page opens.
Section 1
- *Email—The Timekeeper's email address.
- Salutation—The Timekeeper's preferred salutation, such as Mr., Ms., or Mrs., if applicable.
- *First Name—The Timekeeper's first name.
- Middle Name—The Timekeeper's middle name.
- *Last Name—The Timekeeper's last name.
- Suffix—The Timekeeper's preferred suffix, such as Jr., Sr., or Ph.D.
- Phone—The Timekeeper's phone number.
- Mobile Phone—The Timekeeper's mobile phone number.
- Fax—The Timekeeper's fax number.
Note: The Phone, Mobile Phone, and Fax fields must have unique contact numbers.
- City—The Timekeeper's current city.
- State/Province—The Timekeeper's current State or Province.
- Post Code—The Timekeeper's Zip Code or Post Code.
- Country—The Timekeeper's country.
Section 2
- Account Status—The Timekeeper's status. Options are Active or Inactive.
- *Display Code—The Timekeeper's unique code that is displayed on the invoice line items. The display code has a limit of 8 characters.
- *Timekeeper ID—The Timekeeper ID.
- *Classification—The Timekeeper's title.
- First Year in Current Category—The year that the Timekeeper received the selected Classification.
Note: This field does not appear if Classification is Legal Assistant or Other Timekeeper.
- Permitted to Practice Year—The year that the Timekeeper began practicing law.
- Primary Expertise—The Timekeeper's primary area of expertise.
- Secondary Expertise—The Timekeeper's secondary area of expertise.
- Clerkships—The Timekeeper's judicial clerkships.
- Licensed to Practice Law In—The states, countries, and jurisdictions where the Timekeeper is licensed to practice law.
- Languages Spoken—The languages the Timekeeper speaks.
Note: For Licensed to Practice Law In and Languages Spoken, click to add additional entries. Click
to delete an entry. To delete an entry that does not have the
, you must the entries with the
first.
Section 3
- Home Office— The primary office that a Timekeeper uses.
- Clients—The Timekeeper's assigned client.
To add an individual Timekeeper
- Select the Timekeepers tab.
The Timekeeper List screen opens.
- Click Add Timekeeper.
The Add Timekeeper screen opens.
- Enter the new timekeeper's email address in the Email field. Then, check the Offices information to ensure the Timekeeper is authorized for the necessary offices.
Note: This is a required field that is used to uniquely identify your timekeeper in Collaborati. Email address must be unique and cannot be used by another timekeeper.
Home Office Selection - The primary office that a Timekeeper uses.Use the dropdown on the left side of the screen to select a Home Office for that Timekeeper. You can only select a Home Office from one of the offices listed on the right side of the screen.
Offices - May include one or more selections to indicate where a Timekeeper could be authorized to work from. All of the offices that the Timekeeper is authorized for will be checked by default on the right side of the screen.
- Click Next.
The Timekeeper Profile screen opens.
- Complete the following required fields:
- Email—This field should already be populated with the timekeeper's email address.
- First Name—Enter the timekeeper's first name.
- Last Name—Enter the timekeeper's last name.
- Display Code—Enter the timekeeper's display code, a unique code that is displayed on the invoice line items. The display code has a limit of eight characters.
- Timekeeper ID—Enter a timekeeper ID.
- Classification—Select the timekeeper's classification. Classification is used to represent The Timekeeper's title ( Options are limited to: Partner, Associate, Of Counsel, Legal Assistant, Other Timekeeper).
- Complete additional fields as necessary.
- Click Save.
If you want to add multiple timekeepers at one time, see How do I upload multiple timekeepers?
To modify or inactivate a Timekeeper record
- Find and click on the name of the Timekeeper you want to modify.
The Timekeeper Profile screen opens. - Modify the Timekeeper profile as needed.
- To inactivate a Timekeeper, select Inactive in the Account Status field.
- Click Save.
Note: Inactive timekeepers cannot be used on an invoice.
To delete a Timekeeper record
Note: You cannot delete a timekeeper who is associated with an invoice or a rate.
- Find and click on the name of the Timekeeper you want to delete from the list of timekeepers. The Timekeeper Profile screen opens for that Timekeeper.
- Click Delete Timekeeper.
- Click OK in the confirmation dialog.