Go to Time Recording in the left sidebar to see your time entries. The default view shows your own entries for the current period. Use the filters to view by:Date rangeMatterBilling status (unbilled, billed, approved, etc.)Activity code
Go to Time Recording and click New Time Entry, or use the Time tab inside a matter.Fill in:Matter — which matter the time relates toDate — the date the work was performedDuration — enter minutes or units (they convert automatically)Activity code — the typ ...
Instead of recording time after the event, use the built-in timer to capture time as you work.Starting a timerClick the timer icon in the top navigation bar (visible on every page).Select the matter you're working on.Click Start.The timer runs in the head ...
Go to Time Recording → Timers to see all your active and recent timers.
Activity codes categorise the type of work being done. Standard codes include:Attendances (with client, counsel, other parties)Correspondence (letters, emails)Drafting (documents, contracts)Research (legal research)Court AttendancesTelephone CallsTravel a ...
For matters billed on a Fixed Fee basis:Time is still recorded (it counts towards the fixed fee allocation)A fixed fee code is used instead of an hourly rateThe time entry records what proportion of the fixed fee has been usedThis allows you to track writ ...
Depending on your firm's settings, time entries may require approval before they can be included on an invoice. The approval workflow works as follows:Fee earner submits a time entry (or batch of entries).The entry shows as Pending Approval.A supervisor o ...
Each time entry has a billing status:StatusMeaningUnbilledRecorded but not yet on an invoiceDraft BilledIncluded on a draft invoiceBilledOn a sent invoiceNon-BillableNot to be charged to the clientWritten OffBillable but not to be recovered
CaseConnect checks for potentially duplicate time entries — entries with the same matter, date, duration, and description. If a duplicate is detected, you'll be warned before saving.
Inside each matter, the Time Recording tab shows:All time entries for the matterTotal hours by fee earnerUnbilled time summaryQuick add form for new entriesLink to billing to create an invoice from the time
Time entries can have expenses attached — for example, a mileage claim or subsistence cost. To add an expense:Open the time entry.Go to Expenses.Add the expense type and amount.Expenses flow into the Disbursements module for billing.
Describe clearly: The description on a time entry appears directly on the invoice. Write it as if the client will read it — because they will.Record in real time: Use the timer. Reconstructing time at the end of the day or week leads to under-recording an ...