You can now submit different rates for the same timekeeper by matter using our new feature: timekeeper matter-based rates.
đ§Ÿ Submitting a Timekeeper Matter Rate
1. Go to: Menu > Timekeepers
â2. Click: Bulk Submit
â3. Download the Template
4. Fill in the Template:
To add a matter-based rate:
â Enter the Client Matter ID in the corresponding fieldTo add a general rate:
â Leave the Client Matter ID field blank
5. Upload the File:
â ïž What Happens If There Are Errors?
Youâll get a warning message if your file has issues
Click Download Errors to see what needs fixing
Brightflag will:
Highlight the incorrect cells
Provide error messages per line
â
Good news:
Only rows with errors need fixingâno need to re-upload the entire file.
â Fix the error file
â Re-upload the corrected version
â What Happens After Upload?
All rates (matter-based and general) appear in the Pending tab
All submitted rates must be approved by your client. If you have questions about pending rates, we recommend following up with them directly.
đ Template Formatting Rules
đ« Donât modify the fileâno filters, colors, or extra columns.
Follow this strict format:
Field | Details | Example |
Timekeeper ID | Unique to your firm (or use initials) | 12345 |
Role | Timekeeperâs role (e.g., Lawyer, Paralegal) | Lawyer |
Rate | Numbers only | 1000.00 |
Currency | Use 3-letter ISO code (e.g., USD) | USD |
Effective Date | Use | 2024-01-01 |
Years of Experience | Numbers only | 10 |
Client Matter ID | Leave blank for general rate; enter for matter | BF_M#12345 |
