Tips

Log promptly: The value of a communication log depends on it being complete and up to date. Log calls and meetings the same day, while the details are fresh.

File notes for verbal advice: Any significant advice given verbally (in person or by phone) should be captured in a file note. If it is not on the file, it did not happen.

Privilege flags: Use the privilege flag carefully. Incorrectly marking a document as privileged does not create privilege — it must meet the legal test.

Link time: Use the billable flag to ensure phone calls and meetings generate time entries automatically rather than needing to be logged separately.