👤 Managing Timekeeper Rates – Casefriend

Casefriend’s Timekeeper Settings page allows firm administrators to manage individual attorney billing configurations, including monthly billable goals, rate classifications, and client assignments. This tool is especially useful for assigning a single timekeeper to multiple clients quickly, without navigating through each Client Billing Rules page.

Managing Timekeeper Rates in Casefriend

Track performance, assign billing roles, and manage client rates—all from one screen.

What You Can Do with Timekeeper Settings

Using the Timekeeper Settings page, your team can:

📊 Set monthly billable hour goals for performance tracking
💼 Assign TK Types for LEDES-compliant billing formats
💵 Manage rate classifications for time entries
📁 Assign timekeepers to multiple clients from one screen
✅ Set default billing rates for each user

How Timekeeper Settings Work

1Set Monthly Billable Hours Goal

At the top of the Timekeeper Settings page, you’ll find a field labeled Monthly Billable Hours Goal. This value is tracked on the Attorney Performance dashboard and helps your firm monitor productivity and billing targets.

💡 Example: Set the goal to 180 hours for a full-time attorney.

Assign TK Type for LEDES Billing

Use the TK Type dropdown to assign a Timekeeper ID (typically initials) compatible with machine-readable formats like LEDES. This ensures that time entries are properly formatted for electronic invoice submission and promptly paid.

You can use the preconfigured Casefriend values for TK Type or customize your own.

Set Default Rate Classification

Select a Default Rate Classification to automatically apply a billing rate when the timekeeper enters time. This rate is pulled from the classifications defined in your Client Billing Rules.

Assign Clients and Classifications

The Client Assignment Table allows you to:

Add clients to the timekeeper
Assign billing classifications (e.g., PT, AS, HR, etc.)
View client short names and remove assignments as needed

💡 This method is ideal for assigning a single user to multiple clients quickly—especially useful for firm-wide roles like hearing reps or paralegals.

✅ Best Practices

Use consistent TK Types across timekeepers to ensure LEDES compatibility
Set realistic monthly goals based on role and workload
Review client assignments regularly to ensure billing accuracy
Use the default rate classification to reduce manual entry errors

💬 Need Help?

If you need assistance configuring timekeeper settings or understanding how they interact with Client Billing Rules, contact support@casefriend.com or visit the Time & Invoicing section of the Help Center.