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CounselLink Attorney Implementation
CounselLink Attorney Implementation
CounselLink Attorney Implementation
This group is for the CounselLink Attorney Implementation team to host documents.
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Syneos Health Invoice Guideline
Keith Bruni
7/29/2020 - Updated invoice guidelines for Syneos email link - TCM
Invoice Processing
Invoice
Syneos
Posted to:
CounselLink Attorney Implementation - Media Gallery
29 Jul 2020
by
Keith Bruni
73
BBAM Flat Rate Fee Offer Instructions
Keith Bruni
Uploaded 2/27/2020
Instructions
BBAM
Posted to:
CounselLink Attorney Implementation - Media Gallery
27 Feb 2020
by
Keith Bruni
41
Test Document
Keith Bruni
This is a test doc Updated 9/5/19
Test
Instructions
Add Rates
Posted to:
CounselLink Attorney Implementation - Media Gallery
5 Sep 2019
by
Keith Bruni
39
Summa Health – Law Firm Instructions for Legal Requests
Keith Bruni
Summa Health – Law Firm Instructions for Legal Requests 10/4/2021 - Instructions updated
Instructions
Law Firm Legal Requests
Summa Health
Posted to:
CounselLink Attorney Implementation - Media Gallery
31 Aug 2021
by
Keith Bruni
120
UCOP How to Edit $0 Fee Offer
Keith Bruni
Instructions
UCOP
Posted to:
CounselLink Attorney Implementation - Media Gallery
19 Sep 2019
by
Keith Bruni
43
USRM Service Level Agreements & Litigation Protocols
Keith Bruni
Updated per Landon's request - 8/12/2020 Doc re-uploaded per Jim Higgins' request on 5-12-23...
LMBG
USRM
Posted to:
CounselLink Attorney Implementation - Media Gallery
24 May 2017
by
Keith Bruni
2873
Liberty Mutual - USRM Budget Template for Outside Counsel (Eff. 12-15-24)
Keith Bruni
Updated per Landon's request - 8/12/2020 Doc re-uploaded per Jim Higgins' request on 5-12-23...
LMBG
GRM
USRM
Budget
Posted to:
CounselLink Attorney Implementation - Media Gallery
24 May 2017
by
Keith Bruni
2266
Property, Auto & General Liability Impact Reporting Reference Guide
Keith Bruni
Was PAL_Impact_Reporting_Reference_Guide.pdf. Updated to Property, Auto & General Liability Impact...
Property
LMBG
Posted to:
CounselLink Attorney Implementation - Media Gallery
24 May 2017
by
Keith Bruni
1182
How to Add an Office to an Existing Profile
Keith Bruni
How to Add an Office to an Existing Profile Updated 12/8/22
Instructions
Posted to:
CounselLink Attorney Implementation - Media Gallery
30 May 2019
by
Keith Bruni
47
Coverage Litigation Protocols
Keith Bruni
Updated per Landon's request. 10/5/18
Liberty
LMBG
Guidelines
Posted to:
CounselLink Attorney Implementation - Media Gallery
17 May 2018
by
Keith Bruni
1290
KPMG Registration Letter
Keith Bruni
Registration
KPMG
Posted to:
CounselLink Attorney Implementation - Media Gallery
7 May 2021
by
Keith Bruni
139
Import Timekeepers Spreadsheet
Keith Bruni
Spreadsheet to import multiple timekeepers in CounselLink
Add Timekeepers
Posted to:
CounselLink Attorney Implementation - Media Gallery
31 Aug 2020
by
Keith Bruni
728
Roivant Billing Guidelines - Final 022019 - Law Firms final
Keith Bruni
Roivant
Guidelines
Posted to:
CounselLink Attorney Implementation - Media Gallery
26 Jul 2019
by
Keith Bruni
69
CounselLink Registration Guide - Client Enters Rates
Keith Bruni
10/6/2021 - Added Diversity information section & new LN logo. 8/4/2020 - Removed FastTrack section...
Registration
Instructions
User Guide
Posted to:
CounselLink Attorney Implementation - Media Gallery
16 Apr 2020
by
Keith Bruni
869
Surety Engineering Firm Guidelines
Keith Bruni
Surety Engineering Firm Guidelines Updated per Landon's request 1/19/2021
Surety
LMBG
Engineering
Guidelines
Posted to:
CounselLink Attorney Implementation - Media Gallery
25 May 2017
by
Keith Bruni
1051
CounselLink Guide to Join Registry
Keith Bruni
Generic for all Registry Clients
Instructions
Registry
Join
Posted to:
CounselLink Attorney Implementation - Media Gallery
26 Apr 2019
by
Keith Bruni
61
Advantage Solutions Billing Guidelines.pdf
Keith Bruni
Advantage Solutions Billing Guidelines.pdf
Guidelines
Billing
Posted to:
CounselLink Attorney Implementation - Media Gallery
10 May 2017
by
Keith Bruni
36
How to Edit a Declined Fee Offer
Keith Bruni
Generic, simple instructions for firms to edit a declined fee offer
Instructions
declined
fee offer
Posted to:
CounselLink Attorney Implementation - Media Gallery
4 Aug 2020
by
Keith Bruni
130
Travelers Retention and Billing Terms-Conditions for Firms - US Domestic, Canada, Europe UK Barristers and UK External Solicitors - Effective 8.1.2023
Keith Bruni
8/1/2023 - updated billing guidelines 7/23/2020 - TCM - Uploading latest Traveler guidelines from CL
TRAVELERS
Guidelines
Billing
Billing Guidelines
Posted to:
CounselLink Attorney Implementation - Media Gallery
23 Jul 2020
by
Keith Bruni
586
Resolute Management SHARE TEMPLATE
Keith Bruni
Resolute
Share
template
Posted to:
CounselLink Attorney Implementation - Media Gallery
6 Jul 2021
by
Keith Bruni
5447
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