Managing Timekeeper and Matter Rates: Review, Approve, and Reject Managing Timekeeper and Matter Rates: Review, Approve, and Reject

Managing Timekeeper and Matter Rates: Review, Approve, and Reject

Brightflag allows admin users to review, approve, or reject vendor-submitted timekeeper rates in the Timekeepers section. This ensures that billing rates are properly reviewed before being applied to invoices.

💡 What This Article Covers

  • Review Pending Rates

  • Approve a Timekeeper Rate

  • Reject a Timekeeper Rate

  • Key Rate Fields Explained

  • How Invoices Are Checked for Compliance

  • Timekeeper Rate Flags


📥 Review Pending Rates

  1. Go to: Menu > Timekeepers

  2. The page opens on the Pending tab (default).

  3. Use filters to narrow the list.

  4. Click the Timekeeper Name to:

    • View rate history

    • See the highest approved rate (if any)


✅ Approve a Timekeeper Rate

  1. Go to: Timekeepers > Pending

  2. Find the timekeeper.

  3. Click the ✓ checkmark.

  4. (Optional) Add a comment.

  5. Click Approve.

➡️ The rate then moves to the Approved tab.


❌ Reject a Timekeeper Rate

  1. Go to: Timekeepers > Pending

  2. Find the timekeeper.

  3. Click the X button.

  4. (Optional) Add a comment.

  5. Click Reject.

🚫 The rate then moves to the Rejected tab.


📄 Key Rate Fields Explained

Hover over column headers in Brightflag for tooltips.

Field Description
Status Pending, Approved, or Rejected
Role Timekeeper’s role (e.g., Associate, Paralegal)
Vendor Law firm name
Rate Hourly billing rate
Effective Date Date the rate becomes valid
Requested Date Date the rate was submitted
Reviewed Date Date the rate was approved or rejected
Change % % difference compared to the last approved rate (based on the applicable rate type: matter or general)
Annualized Change % Year-over-year % change based on effective dates

Note: Both the last approved rate and % change fields are calculated from the relevant rate type value. If a matter-specific rate exists, it will be used. If not, the calculation will be based on the general rate.


🧾 How Invoices Are Checked for Compliance

When an invoice is submitted, Brightflag will:

  1. Check if matter rates exist for that matter and timekeeper.

    • If they exist, flag checks will apply to matter rates.

    • If not, flag checks will apply to general rates.

🔜 Coming soon: Admins will have the option to make matter rates required per matter per vendor, ensuring only matter rates are checked. More information canbe found here: Managing Timekeeper Matter Rates in Brightflag.


🚩 Timekeeper Rate Flags

Timekeeper flags help identify issues with submitted rates. The flag description will dynamically state whether it applies to matter rates or general rates.

  • New Timekeeper

  • No Timekeeper Rate Submitted for Time Period

  • (Coming soon: Matter Rate Not Submitted for Time Period)

  • Timekeeper Rate Increase (timekeeper-specific; may appear multiple times on the same invoice if multiple timekeepers are overcharged)

  • Timekeeper Rate Issue: Pending Rate Request

  • Timekeeper Rate Issue: Rejected Rate Request