How to log time and Expenses to Litigation Cases and Corporate Matters ?

Objectives

• Add Time Entry to a Corporate Matter/Litigation Case
• Record expenses related to a Corporate Matter/ Litigation Case

Steps

In App4Legal, You can record Time logs and expenses for a Corporate Matter and a Litigation Case. Moreover, There's an expense and time tracking modules. The Time module enables you to track your time manually by adding your time logs, or automatically by using the timer embedded inside App4Legal in the top right section of the screen.

First, you can log time from the quick New button in the main menu then choose "Time entry".

You can also log time by simply clicking on the ID or name of the Corporate Matter or Litigation case, then Go to the Time Logs tab, click on the Actions button and choose "Time entry".

The window will appear, and it will guide you to record the time spent on a certain activity

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.

You can also log time automatically by enabling the timer embedded inside App4Legal. Click on the timer available in the main menu → Start Timer. 

• Choose whether you will start the timer on a Task or Matter.
• Select the Matter Name or the Task Name based on the Type.
• Choose a Category.
• Add Comments, if needed.
• Then, click on the Start Timer button!  

Once you are done, you will be able to pause the timer or end the timer and the system will automatically calculate 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.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!