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The steps in this article are for Reporting (Microstrategy) users only. If you use Dashboards & Analytics (Amazon Q), proceed to these articles instead.
This article covers the following:
Law Firms
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Law Firm Assigned to Corporate Client | Not visible in CounselLink | Indicates if the firm has been assigned to the client at the corporate level. | Attribute | Text |
| Law Firm Group Type | Not visible in CounselLink | All law firms are marked “Private” unless they participate in the CounselLink law firm registry. | Attribute | Text |
| Law Firm Name | Law Firm Profile: Law Firm Name | Name associated with a law firm; used for reports that are associated with matter, invoice or charge information. | Attribute | Text |
| Law Firm Office | Law Firm Office Profile: Law Firm Office Name | Name of the law firm office. | Attribute | Text |
| Law Firm Office (Lead Counsel) | Matter/Law Firm Assignments Section: Law Firm Office with lead counsel indicator | Law firm office of the lead counsel assigned to a matter. | Attribute | Text |
| Law Firm Office Address 1 | Law Firm Office Profile: Address | First address line of the law firm office. | Attribute | Text |
| Law Firm Office Address 2 | Law Firm Office Profile: Address | Second address line of the law firm office. | Attribute | Text |
| Law Firm Office City | Law Firm Office Profile: Address | City of the law firm office. | Attribute | Text |
| Law Firm Office Country | Law Firm Office Profile: Address | Country of the law firm office. | Attribute | Text |
| Law Firm Office County | Law Firm Office Profile: Counties (table) | US County or counties in which a law firm office provides services. | Attribute | Text |
| Law Firm Office Exp Tax Rate | Not visible in CounselLink | Default expense charges tax rate used for uploaded LEDES 98B files or manually entered invoices. | Attribute | Text |
| Law Firm Office Exp Tax Type | Not visible in CounselLink | Default expense tax type used for uploaded LEDES 98B files or manually entered invoices. | Attribute | Text |
| Law Firm Office Fee Tax Rate | Not visible in CounselLink | Default fee charges tax rate used for uploaded LEDES 98B files or manually entered invoices. | Attribute | Text |
| Law Firm Office Fee Tax Type | Not visible in CounselLink | Default fee tax type used for uploaded LEDES 98B files or manually entered invoices. | Attribute | Text |
| Law Firm Office Pay in Submitted Curr Ind | Law Firm Office Profile: Pay Law Firm in Submitted Currency | Flag used to determine whether or not a law firm should be paid in the law firm submitted currency. | Attribute | Yes/No |
| Law Firm Office Payment Terms | Law Firm Office Profile: Payment Terms | Number that indicates the Net payment terms for law firm payments (ex: Net 30 days). | Attribute | Number |
| Law Firm Office Phone | Law Firm Office Profile: Phone | Phone number of the law firm office. | Attribute | Text |
| Law Firm Office State | Law Firm Office Profile: Counties (table) | US state(s) in which a law firm office is located. | Attribute | Text |
| Law Firm Office Status | Law Firm Office Profile: Office Status | A status used to indicate if a law firm office is active or inactive in CounselLink. | Attribute | Text |
| Law Firm Office Tax Compute Type | Not visible in CounselLink | Office configuration that shows whether or not a law firm applies tax to their fees billed to their clients. | Attribute | Text |
| Law Firm Office Use Entered Exchg Rate | Law Firm Office Profile: Use Office Entered Exchange Rate During Invoice Upload | Flag used to determine whether or not a law firm user may enter exchange rates when uploading invoices to CounselLink. | Attribute | Yes/No |
| Law Firm Office Zip Code | Law Firm Office Profile: Address | Zip code of the law firm office. | Attribute | Text |
| Law Firm Type | Law Firm Profile: Law Firm Type | Classification for law firms and other vendors in CounselLink. | Attribute | Text |
| Timekeeper Birth Date | Law Firm User Profile | The date of birth associated with the timekeeper. | Attribute | Text |
| Timekeeper Count (Billed) | Not visible in CounselLink | Count of timekeepers associated with a law firm office that have submitted time on an invoice. | Metric | Number |
| Timekeeper Disabled Vet | Individual Overview: Disabled Veteran | Flag that indicates whether or not a law firm office user is a disabled veteran. | Attribute | Yes/No |
| Timekeeper Email | Law Firm User Profile: e-mail Address: | Email address of a law firm user. | Attribute | Text |
| Timekeeper Gender | Individual Overview: Gender | Gender of a law firm office user. | Attribute | Text |
| Timekeeper Graduated Date | Law Firm Office User Profile / Graduated | Graduation date of the Timekeeper | Attribute | Text |
| Timekeeper ID | Fee Offer Overview: Initials | Primary timekeeper id of a timekeeper, used to identify a timekeeper on an invoice. | Attribute | Text |
| Timekeeper ISLN | Law Firm User Profile | The international standard lawyer number for the timekeeper | Attribute | Text |
| Timekeeper Level | Matter/Law Firm Assignment: Level | Billing level of a timekeeper as provided on an invoice charge. | Attribute | Text |
| Timekeeper Login ID | Timekeeper profile | The login ID of the timekeeper. | Attribute | Text |
| Timekeeper Name | Individual Overview: Name | Name of a law firm office user; used for reports that are associated with Invoice or charge information. | Attribute | Text |
| Timekeeper Name (Last, First) | Individual Overview: Name | Name of a law firm office user, last name first; used for reports that are associated with Invoice or charge information. | Attribute | Text |
| Timekeeper Practice Start Date | Law Firm Office User Profile / Practice Start Date | Practice start date of the Timekeeper | Attribute | Text |
| Timekeeper Practicing Attorney | Law Firm User Profile | Indicates if the timekeeper is a practicing attorney. | Attribute | Text |
| Timekeeper Race | Individual Overview: Race | Ethnicity of a law firm office user. | Attribute | Text |
| Timekeeper Status | Not visible in CounselLink | Current status of a law firm user in CounselLink (active or inactive). | Attribute | Text |
| Timekeeper Title | Matter/Law Firm Assignment: Title | Employment title associated with a law firm office user. | Attribute | Text |
| Timekeeper Year of Service | Timekeeper profile | The years of service associated with the timekeeper. | Attribute | Number |
Law Firms/Billing Guidelines
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
|
Billing Guidelines Acceptance (By, Company, Title) |
Billing Guidelines Administration | User, Company and title for the person who entered information when accepting the Billing Guidelines. | Attribute | Text |
| Billing Guidelines Acceptance Period | Billing Guidelines Administration | The time period given until enforcement of acceptance of Billing Guidelines begins. | Attribute | Text |
| Billing Guidelines Accepted Date | Billing Guidelines Administration | Date the law firm accepted the Billing Guidelines. | Attribute | Date |
| Billing Guidelines Accepted User | Billing Guidelines Administration | Logged in CounselLink Law Firm user who accepted the billing guidelines. | Attribute | Text |
| Billing Guidelines Accepted User Email Address | Billing Guidelines Administration | Email address of the logged in CounselLink Law Firm user who accepted the billing guidelines. | Attribute | Text |
| Billing Guidelines Acknowledgment Status | Billing Guidelines Administration | Shows the status of the Billing Guideline request for the law firm e.g. Billing Guidelines Pending or Billing Guidelines Accepted. | Attribute | Text |
| Billing Guidelines Due Date | Billing Guidelines Administration | Due date by which the law firm must accept the Billing Guidelines. | Attribute | Date |
| Billing Guidelines Event Comment | Billing Guidelines Administration | The comment associated with the billing guidelines event. | Attribute | Text |
| Billing Guidelines Last Acknowledge Date | Billing Guidelines Administration | Date the law firm last accepted the Billing Guidelines. | Attribute | Date |
| Billing Guidelines Law Firm Name | Billing Guidelines Administration | The law firm associated with the billing guidelines acceptance. | Attribute | Text |
| Billing Guidelines Law Firm Office City | Billing Guidelines Administration | The law firm office city associated with the billing guidelines acceptance. | Attribute | Text |
| Billing Guidelines Law Firm Office Name | Billing Guidelines Administration | The law firm office associated with the billing guidelines acceptance. | Attribute | Text |
| Billing Guidelines Law Firm Office State | Billing Guidelines Administration | The law firm office state associated with the billing guidelines acceptance. | Attribute | Text |
| Billing Guidelines Law Firm Office Status | Billing Guidelines Administration | The law firm office status associated with the billing guidelines acceptance. | Attribute | Text |
| Billing Guidelines Prevent Invoice Submission | Billing Guidelines Administration | Setting to prevent invoice submission by the law firm if the law firm has not accepted the Billing Guidelines. | Attribute | Yes/No |
| Billing Guidelines Prevent Matter Acceptance | Billing Guidelines Administration | Setting to prevent matter acceptance by the law firm if the law firm has not accepted the Billing Guidelines. | Attribute | Yes/No |
| Billing Guidelines Start Date | Billing Guidelines Administration | Date which the Billing Guidelines become effective. | Attribute | Date |
| Billing Guidelines Uploaded Date | Billing Guidelines Administration | Date which the Billing Guidelines were uploaded. | Attribute | Date |
Law Firms/Remit to Address
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
|
Law Firm Office Remit To Address 1 |
Law Firm Office Profile | Law firm office remit to address. | Attribute | Text |
|
Law Firm Office Remit To Address 2 |
Law Firm Office Profile | Law firm office remit to address. | Attribute | Text |
|
Law Firm Office Remit To City |
Law Firm Office Profile | City for the law firm remit to address. | Attribute | Text |
|
Law Firm Office Remit To Country Name |
Law Firm Office Profile | Country for the law firm remit to address. | Attribute | Text |
|
Law Firm Office Remit To Fax Num |
Law Firm Office Profile | Fax number associated with the law firm remit to address information. | Attribute | Number |
|
Law Firm Office Remit To Phone Num |
Law Firm Office Profile | Phone number associated with the law firm remit to address information. | Attribute | Number |
|
Law Firm Office Remit To State Code |
Law Firm Office Profile | Code of the state for the law firm remit to address. | Attribute | Text |
|
Law Firm Office Remit To State Name |
Law Firm Office Profile | State for the law firm remit to address. | Attribute | Text |
|
Law Firm Office Remit To Zip Code |
Law Firm Office Profile | Zip code for the law firm remit to address. | Attribute | Number |