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.

🧾 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

🔗 Click here to learn how to find a Client Matter ID

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

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

Follow this strict format: