The Fee Offer Overview page displays all details related to a fee offer, including its associated fee structure, discounts, timekeeper rates, and supporting documents.
You must have the Fee Offer, Approve Fee Offer, or Fee Offer Setup role to view a Fee Offer Overview page.
This article covers the following:
- Viewing the Main Details on the Fee Offer Overview
- Offer Details Tab
- Timekeepers on the Fee Offer
- History Tab
- Printing the Fee Offer Overview Page
Viewing the Main Details on the Fee Offer Overview
The top section of the page includes the name, status, and law firm that submitted the offer.
You can also perform the following actions (see this topic for more information):
Depending on your role assignments, you may not have access to all of these actions.
| Action | Details |
|---|---|
| Print Fee Offer Overview | Click the printer icon to print the overview page. See the section on this page for more information. |
| Backdate Fee Offer | Click the More Actions icon, and select this option to change the effective date of the fee offer to an earlier one. |
| Create Discount | Click the More Actions icon, and select this option to create a discount on the fee offer. |
Fee Offer Section
This section includes:
Effective date
Submission details
Payment terms
To edit payment terms, click the pencil icon under Payment Terms.
Entering payment terms automatically sets invoice due dates for invoices submitted under this fee offer.
Example:
If you enter “Net 15 Days,” unapproved invoices submitted under this offer will default to a due date of 15 days from submission (unless manually overridden).
Fee Structure
This section shows high-level details about the associated fee structure. Click the link under the Fee Structure Name to be taken to the Fee Structure Overview page.
Tabs on the Fee Offer Overview Page
| Tab | Details |
|---|---|
| Offer Details | Displays Stage Structure, Timekeeper Rates, Discounts, and Thresholds. |
| Documents | Displays documents related to the fee offer. Functions like other document tabs in CounselLink. |
| Tasks | Displays tasks assigned to the fee offer (visible only if tasks are configured for fee offers). |
| Comments | View or add comments related to the fee offer. |
| History | Displays a record of all changes made since the offer was created. |
Persistent Actions Bar
The bottom of the page shows the Persistent Actions Bar, which indicates:
- The number of Timekeeper changes
- The number of Timekeepers marked for approval
- The number of Timekeepers marked for rejections
- The number of Timekeepers where no approval / rejection selection has been made
Depending on your role, you can also view the Approve Fee Offer or Reject Fee Offer buttons.
Offer Details Tab
The Offer Details tab contains information on the stage structure, timekeeper rates, and discount information for the fee offer.
Click Collapse All Sections or Expand All Sections to hide or display the following information.
| Section | Details |
|---|---|
| Stage Structure | This section lists the stage name, fee type, and rates for the fee offer. The list can be grouped by Stage, Rate Structure, Fee type, or not grouped at all (None). Click Show Rate Structures in the Offered Amount column to view the rate offer for each timekeeper level. |
| Timekeeper Rates | This section lists all timekeepers submitted to the fee offer. Use this section to review the fee offer by approving or rejecting your vendor's submissions. |
| Discounts |
This section allows you to create discounts on the fee offer and view information for any that already exist. You must have the Approve Fee Offer or Fee Offer Setup role to add or edit discount terms. |
| Thresholds | This section displays any fee or expense conditions you have set for the offer. If the offer has been submitted by the law firm, you will have the option to edit this section before approving or rejecting it. |
Timekeepers
The Timekeepers section on the Fee Offer Overview page displays all timekeepers that have been submitted by the law firm to the fee offer. Here, you can view their status, level, history of rates, and approve or reject the offers submitted by the firm.
Once a timekeeper is submitted to the fee offer, you can view general information about their rates in this section.
| Column | Description |
|---|---|
| Timekeeper |
Timekeeper name. Click to open the Law Firm Profile User window (includes diversity information). |
| Initials | Initials of the timekeeper. |
| Level | Timekeeper level (e.g., Associate, Partner). |
| Previous Rate | Timekeeper level (e.g., Associate, Partner). |
| Submitted Rate | Timekeeper level (e.g., Associate, Partner). |
| Rate Change | Timekeeper level (e.g., Associate, Partner). |
| Status | Timekeeper level (e.g., Associate, Partner). |
History Tab
The History tab shows a record of changes made to the fee offer since its creation.
The columns include the following information:
| Column | Value |
|---|---|
| Event Description | Summary of the change. |
| Event Date | Date the change occurred. |
| Initiated By | User who performed the action. |
| Details | Additional information (may include links such as copied offer references or email recipients). |
Printing the Fee Offer Overview Page
You can print or save the Fee Offer Overview page as a PDF.
- Navigate to the Fee Offer Overview page.
-
Click the printer icon in the upper-right corner.
The Print Preview window displays.
- Click Print.
If a printer is configured, the document prints. Otherwise, you will be prompted to save the file as a PDF.