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How to Add / Submit or Update a Timekeeper Matter Rate in Brightflag

You can now submit different rates for the same timekeeper by matter using our new feature: timekeeper matter-based rates.


đŸ§Ÿ Submitting a Timekeeper Matter Rate

1. Go to: Menu > Timekeepers
​2. Click: Bulk Submit
​3. Download the Template

4. Fill in the Template:

  • To add a matter-based rate:
    → Enter the Client Matter ID in the corresponding field

  • To add a general rate:
    → Leave the Client Matter ID field blank

5. Upload the File:

  • Return to the Timekeepers page

  • Click Bulk Submit, Browse and attach the completed file


⚠ What Happens If There Are Errors?

  • You’ll 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

✅ Good news:
Only rows with errors need fixing—no need to re-upload the entire file.

→ Fix the error file
→ Re-upload the corrected version


✅ 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.


📄 Template Formatting Rules

đŸš« Don’t modify the file—no filters, colors, or extra columns.

Follow this strict format:

Field

Details

Example

Timekeeper ID

Unique to your firm (or use initials)

12345

Role

Timekeeper’s role (e.g., Lawyer, Paralegal)

Lawyer

Rate

Numbers only

1000.00

Currency

Use 3-letter ISO code (e.g., USD)

USD

Effective Date

Use yyyy-mm-dd or dd/mm/yyyy

2024-01-01

Years of Experience

Numbers only

10

Client Matter ID

Leave blank for general rate; enter for matter

BF_M#12345

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