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

Objectives

• Add Log time to a Corporate Matter
• Record expenses related to a Corporate Matter
• Add Log time to the Litigation case
• Record expenses related to the litigation case

Environment

• Corporate Matters
• Litigation Case Module

Additional Information

The Corporate Matters and Litigation Case Modules also allows you to

• Use the timer to set log time

Procedure

In App4Legal, you can record Time logs and Expenses to a Corporate Matter and to a Litigation Case. Additionally, there is a Time Tracking module.

The Time Tracking 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 "Add"  button in the main menu then choose "Log time".

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

This window will appear, it will guide you to record the Time spent on a certain activity

There are 5 mandatory fields: Type, Matter/Task, Date, Effort and client.

• Type: The Matter or Task to which the time is logged 
• Matter/ Task: Depending on the type, either enter matter details (ID, name, and client name), or enter the Task at hand. 
• Effort: Time logged in hours. When using "Manage Timer", the system will automatically calculate the Time in hours.
• Client: The Name of the client, which could be a company or a contact.
• If "Non- Billable" is chosen: the time log is non-billable

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 or End the timer, and the system will automatically calculate the time and log it to this particular Matter.

You can also record a New Expense to a Corporate Matter or a Litigation Case. You can do that from the quick "Add" 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 "Record Expense".

There are 5 mandatory fields: Expense Category, Payment Method, Paid Through, Amount and Paid On.

• Expense Category: Categories are defaulted in the Money Settings. 
• Payment Method: The method determines the types of accounts that appear accordingly:

Cash: Cash Accounts

Credit Card: Liability of type Credit Card Accounts

Cheques & Bank: Bank Accounts

Online payment: Bank Accounts and Credit Card Accounts

Other: Cash, Bank and Credit Card Accounts

• 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 with the possibility to add Accounts of different types, such as; Cash, Bank and Credit Card using this link.
• Amount: The sum to be paid
• Paid On: The date by which the payment should be received.

Once you record all the expenses related to a Corporate Matter or a Litigation Case, you can preview them in the grid.
Also, you have the option to export them into a spreadsheet for other reporting purposes.

Thank you!

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