How to adjust a timekeepers rate: For clients

 

Navigate to your timekeeper section in your menu:

Steps:

1. Once the page has loaded, you will be brought to your pending timekeepers by default.

2. Find the timekeeper you want to adjust. You can filter the result further using the "Vendor" and "Timekeeper Name" fields.

3. Click inside the "Requested Rate" box where the value is, and it will become editable:

4. Change the value to the desired amount and you can then proceed with approving by clicking on the ✓ to the far right.

Note: Only pending rates can be adjusted. However, your law firm can adjust them on their side also to send you a fresh request for approval if needed.

 

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