For clients who have enabled the functionality for vendors/law firms to submit timekeepers for approval via Corridor, you can either enter the timekeepers individually, or upload them from the timekeeper CSV (Comma-separated value) file. Once timekeepers are available, you can view the timekeepers to determine which records to submit to a client company for approval. The View Timekeepers page includes options to filter the list by client or by status, checkboxes by each record to select to submit or delete records, and links to the timekeeper records to make changes to the records prior to submission.
The Client ID field allows you to search by client who has enabled the functionality.
The Timekeeper ID allows you to search by unique identifier for the timekeeper.
The First Name and Last Name allows you to search for all timekeepers with the same first or last name.
The Status allows you to search for timekeepers by status (Active or Inactive).
The Submission Status allows you to search for timekeepers by whether the timekeeper has been submitted to the client (Awaiting Submission, Waiting for Import, In Process, Accepted, or Rejected).
The Job Classification allows you to search for timekeepers by the type of job done by the timekeeper.
Clicking the Clear button removes all search options.
Fields
Timekeeper ID – An identifier that is unique for the client/vendor combination.
Client ID – An identifier for the eCounsel client for which the timekeeper has been created.
Last Name – The surname of the timekeeper.
First Name – The given name of the timekeeper.
Job Classification – The type of job done by the timekeeper.
Rate – The monetary amount billed by the timekeeper.
Billing Method – The manner in which the timekeeper will bill for the matter.
Currency – The type (such as US Dollars) of currency at which the invoice is billed.
Begin Date – The date on which billing on a matter can begin for the timekeeper.
End Date – The date on which billing on a matter will cease for the timekeeper.
Status – The submission status of the timekeeper to the client company (Awaiting Submission, Waiting for Import, In Process, Accepted, or Rejected).
Corridor Status |
Description |
Awaiting Submission |
The timekeeper submission process was not completed by the law firm/vendor. Timekeepers in this status can be deleted or edited at any time because they are not synchronized with the client company. |
Waiting for Import |
The timekeeper is awaiting retrieval by the client's matter management application or has been retrieved but not processed. Timekeepers cannot be deleted in this status, but can be modified and the modifications will replace the current timekeeper information to be sent to the client company. |
In Process |
The timekeeper has been uploaded to the client company, but has not been accepted or rejected. Timekeepers in this status cannot be deleted nor modified since the client company has received the information and must accept or reject the timekeeper before additional modifications are possible. |
Accepted |
The timekeeper has been approved by the client company and has been added to the client matter management application for invoicing. Information concerning that timekeeper (such as rate, etc.) can be modified and resubmitted to the client company. Once a timekeeper is accepted by a client company, the timekeeper cannot be deleted nor can the timekeeper identifier be changed since it is now synchronized with the client company. |
Rejected |
The timekeeper has not been approved by the client company and has not been approved for invoicing. Timekeepers that are rejected by the client company can be deleted or modified for resubmission to the client company. |
Button/Links
Search – Click to filter the list of timekeepers by the selected criteria.
Clear – Click to remove the selected criteria from the page.
Delete Selected – Click to remove the selected timekeepers. Only timekeepers with a submission status of "Awaiting Submission" or "Rejected" can be deleted.
Submit for Approval – Click to queue the selected timekeepers for import into the client company's matter management system. Timekeepers with a status of "In Process" cannot be resubmitted to the client company until the client company has accepted or rejected the timekeeper.