Objectives
- Add Time Entry time entries related to a Corporate Matter/Litigation Case
- Record expenses related to a Corporate Matter/ Litigation Case
Steps
- litigation case.
- Record the time on matters using a timer.
Steps
The Time Tracking module In App4Legal
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enables you to track your time manually by adding your time logs, or automatically by using the timer embedded inside
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the system.
First, you can log time from the quick New button in the main menu then choose "Time entry".
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To do that, simply open the case, click on the Time Entries tab, click on the Actions button
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, then choose "Time entry"
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,
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to record the time spent on a
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There are 5 mandatory fields: Type, Matter or Task, Date, Effort, and Client.
- Type is The matter or Task that the Time is logged on.
- Matter or Task: It depends on whether the time to be recorded is related to a task or a matter.
- The effort is the Time logged in hours. If using the Manage Timer, the system will automatically calculate the Time in hours.
- The client is The Name of the client, which could be a company or a contact.
particular activity.
| Info |
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| You can also add any time entry directly from the Create button, and link it to the desired matter. |
Adding time entries from the matter's page automatically sets some values, such as Type and the Matter name.
Likewise, the current date is set. However, you may choose another date and indicate the Effort logged in hours.
The Client Name is automatically retrieved from the related case's information as well.
Time log entries are billable by default unless you check the non-billable box.
Additionally, admins can choose the user related to such time entry and the user rate. Therefore, they can choose between either the system's predefined rate or a fixed rate (from the More Fields).
Time Logs could also be repeated on a daily basis. Check the Repeat option and set the To Date.
| Note |
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| Weekend days and holidays will not be included in the repeated time logs. |
Furthermore, you You can also log time automatically by enabling starting the timer embedded inside App4Legalthe system.
Click on the timer
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within the navigation menu → Start Timer.
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Choose
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the Type and specify the matter name, choose a category, and add comments if needed.
Upon finishing, you will have the option to pause or end the timer,
Once you are done, you will be able to pause the timer or end the timer and the system will automatically calculate and log the time and log it to this particular Matter.
Furthermore, You can also record a new expense for a Corporate matter or a Litigation Case. You can do that from the Quick New button and then select "Expense".
You can also do so by simply clicking on the ID or Name of the Litigation Case or Corporate Matter.
Then, go to the Expenses tab, click on the Actions button, and click on "Add Expense".
There are 5 mandatory fields: Expense category, payment method, paid through, amount, and paid on.
- Expense Category: Categories default in the Money Settings.
- Payment Method: The method determines the types of accounts that appear accordingly:
- Paid Through Account: The Account that appears as per the Payment Method. Accounts can be added on the fly via the Add account hyperlink. The Add account form will provide users the possibility to add Accounts of types Cash, Bank, and Credit Card using this link.
- The Amount
- Paid On date
Once you record all the expenses related to a Corporate Matter or a Litigation Case, you can preview them in the grid and you have the option to export them into a spreadsheet for other reporting purposes.
the related litigation case.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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