Atop the Setup left navigation, click Firm Settings.

To set a default timekeeper for your account: The description displays when you setup your rate within the timekeeper or select the rate level when you add or edit a matter. The system saves the rate level description.

On the Edit Rate Level screen, in the Description field, enter your preferred description, such as Attorney Fee, Court Fee, or Friends & Family.

On the Rate Level screen, single-click the level you want to change.From the tabs atop the List Items screen, click Rate Level.From the Setup left navigation, click List Items.To customize your rate level descriptions: Users view the rate level descriptions when they create a matter or add a timecard. You can customize your rate level descriptions. Under the Advanced Settings section’s Rate Settings tab, enter the timekeeper’s rates.If you set up class-based reporting, click the appropriate class.Under the Billing Rate Settings section’s Rate field, enter the timekeeper’s default rate.The initials auto-populate when you enter the timekeeper’s name on invoices beside the work they perform and the expenses they incur on behalf of clients. In the Initials field, enter the timekeeper’s initials.In the Email field, enter the timekeeper’s email address, if desired.

You can customize the Title drop-down list. From the Title field’s drop-down, click the timekeeper’s title.On the Add Timekeeper screen, in the Name field, enter the timekeeper’s name.From the toolbar atop the Timekeeper screen, click Add.From the Setup left navigation, click Timekeeper.From the left navigation panel, click Setup.active timekeepers under the Account area. You can view the count of licensed users vs. If adding a timekeeper will result in excess timekeepers, the system will prompt you with a message to deactivate a timekeeper or add a new user before proceeding. The number of active Timekeepers must be less than or equal to the number of CosmoLex users.

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