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Smart Timer v1.00 release notes

Written by Denisa Arjoca

The Smart Timer is the time recording tool within Case Matters that allows fee earners to capture, review, and post time against their cases in a fast and structured way. Accessed from the Smart Hub on the right-hand side of the screen, the Smart Timer slides out as a dedicated panel that supports recording time against any case and activity type, switching between activities throughout the day, and managing entries before posting.

Time recording is initiated by selecting a case and an activity type and pressing Start. The timer captures the time spent on that activity until the user presses Stop or Add, at which point the entry is logged in the activity log beneath the timer panel. The user can immediately move on to recording time for another activity, with the previous entry retained in the log. The timer can be paused and restarted as needed, allowing fee earners to handle interruptions without losing track of recorded time.

Once activities have been logged, the user can either End Day to post all recorded time in one operation, or open the Manage Time view to review pending entries before posting.

The Pending Entries modal surfaces every unposted entry alongside the user’s daily time target, the count of pending and posted entries, and clear visual indicators showing which entries are ready to post (green) and which require additional information (red). Entries can be completed individually, copied, deleted, or bulk-actioned, with select-all functionality supporting rapid review of large numbers of entries.


Feature Overview

Purpose

Provide fee earners with a fast, structured tool for recording time against any case and activity type, with full visibility of pending entries and the ability to review and post time individually or in bulk.


Key Benefits

  • Quick access from anywhere in Case Matters – the Smart Timer is launched directly from the Smart Hub on the right-hand side of the screen

  • Live time recording – capture time against any case and activity type as work is being carried out

  • Pause & restart support – pause the timer for interruptions and resume later without losing the recording

  • Per-activity logging – every recorded activity is added to the activity log beneath the timer for review at a glance

  • Daily time target visibility – the daily time target, pending entries count, and posted entries count are surfaced in the Pending Entries modal

  • Status-based posting readiness – colour-coded indicators show which entries are ready to post (green) and which need more information (red)

  • Filtering – filter pending entries by billable or non-billable, and by status

  • Bulk actions – select multiple entries to apply actions in one step, including bulk completion of required information

  • End Day posting – post all recorded time in a single operation when ready


Navigation & Access

Accessing the Smart Timer

The Smart Timer is accessed from the Smart Hub within Case Matters:

  1. Log into the Evo Legal Platform

  2. Select Case Matters from the main navigation

  3. Locate the Smart Hub on the right-hand side of the page

  4. Click the Smart Timer icon within the Smart Hub

  5. The Smart Timer slide-out opens ready to record time.


Screen Components & Layout

The Smart Timer is a slide-out panel containing a timer selection panel, timer controls, an activity log, and action buttons that support posting time at the end of the day or reviewing pending entries via a dedicated modal.

1. Smart Timer Slide-Out Panel

Location: Slides in from the right-hand side of the screen when the Smart Timer icon in the Smart Hub is clicked

Purpose: Provide a self-contained interface for recording, reviewing, and managing time without leaving the user’s current view

The slide-out panel remains accessible while the user continues to work within Case Matters, and can be closed and reopened at any point without affecting any active timers or recorded entries.

2. Timer Selection Panel

Location: Top of the Smart Timer slide-out

Purpose: Allow the user to select the case and activity type for the time being recorded.

Information Captured

  • Case – the case the time will be recorded against (required)

  • Activity Type – the type of activity that the time relates to (required)

Both selections are required before the timer can be started. They can be changed when starting a new activity.

3. Timer Controls

Location: Beneath the Timer Selection Panel

Purpose: Provide the controls used to operate the timer for the selected activity.

Available Controls

  • Start – begin recording time against the selected case and activity

  • Pause – pause the timer, preserving the time recorded so far

  • Restart – resume a paused timer to continue recording

  • Stop – end the recording and add the entry to the activity log

  • Add – stop the recording and add the entry to the activity log (equivalent to Stop)

4. Activity Log

Location: Beneath the Timer Selection Panel within the Smart Timer slide-out

Purpose: Display every recorded activity from the current timer session in a single, scrollable list.

Each entry recorded via the Smart Timer is added to the activity log immediately on stopping or adding the timer. Entries remain in the log until they are posted, allowing the user to record multiple activities throughout the day before posting time in one operation.

5. Action Buttons

Location: Within the Smart Timer slide-out

Purpose: Allow the user to either post all recorded time at once or review pending entries before posting.

Available Action Buttons

  • End Day – posts all recorded activity in a single operation, recording the time against each related case

  • Manage Time – opens the Pending Entries modal, allowing the user to review every unposted entry before deciding which to post

6. Pending Entries Modal

Location: Opens on click of the Manage Time button

Purpose: Surface every unposted time entry, alongside the user’s daily time target and posting metrics, so entries can be reviewed and acted on before being posted.

Information Displayed

  • Daily Time Target – the user’s target time for the day

  • Pending Entries Count – the number of entries that have not yet been posted

  • Posted Entries Count – the number of entries already posted

  • Pending Entries List – a list of every unposted entry awaiting review

Entry Status Indicators

Each pending entry is marked with a colour-coded status indicator showing whether it is ready to post:

  • Green – all required information is present and the entry can be posted as it is

  • Red – additional information is required before the entry can be posted

Filtering

Pending entries can be filtered to focus on the entries the user wishes to act on. Available filters include:

  • Billable / Non-Billable – filter by whether the entry is billable or not

  • Status – filter by the readiness-to-post status (green or red)

7. Reviewing & Posting Pending Entries

Location: Within the Pending Entries modal

Purpose: Allow the user to complete missing information on red entries, manage entries individually or in bulk, and post entries when ready.

Required Information Per Entry

To post an entry, the following required fields must be completed:

  • Action Type

  • Case

  • Duration

  • Date

  • Fee Earner

  • Billing Rate

  • Activity Type

  • Description

Optional Information

  • Cost Category – the cost category to apply to the entry

  • Correspondent – the correspondent the activity relates to

Calculated Billing Information

Once the required fields are complete, the modal calculates and displays the billing information for the entry, including:

  • Units – the number of units recorded against the entry

  • Value Per Unit – the value applied to each unit

  • Total Amount – the total billing amount in pounds for the entry

Once all required fields have been completed, the entry can be posted and the time is recorded and logged against the related case.

Per-Entry Actions

Each pending entry supports the following actions:

  • Post – post the entry once all required information is complete

  • Copy – duplicate the entry to use as the basis for a new entry

  • Delete – remove the entry if it is no longer required

Bulk Actions

Multiple entries can be selected and acted on in a single operation. The available bulk actions support:

  • Bulk completion of required information – apply common information to all selected entries at once via the review entries section

  • Bulk posting – post all selected entries in one step

  • Bulk delete – remove all selected entries in one step

Select All

A select-all toggle is available to allow the user to select every pending entry in one click. Once selected, the user can enter the relevant information across all unposted entries within the review entries section, supporting rapid review and posting of large numbers of entries.


Step-by-Step Procedures

Accessing the Smart Timer

  1. Log into the Evo Legal Platform

  2. Select Case Matters from the main navigation

  3. Locate the Smart Hub on the right-hand side of the page

  4. Click the Smart Timer icon – the Smart Timer slide-out opens

Recording Time Against an Activity

  1. Open the Smart Timer from the Smart Hub

  2. Select the Case the time should be recorded against

  3. Select the Activity Type the activity relates to

  4. Click Start – the timer begins recording

  5. Carry out the activity

  6. Click Stop or Add when finished – the time is logged in the activity log beneath the timer

Pausing & Restarting the Timer

  1. While recording, click Pause to suspend the timer without ending the recording

  2. Click Restart when ready to resume – the timer continues from where it was paused

  3. Click Stop or Add when the activity is complete to finalise the entry

Recording Time for Multiple Activities

  1. After stopping or adding the previous activity, select the next Case

  2. Select the relevant Activity Type

  3. Click Start – the timer begins recording the new activity

  4. Repeat as required throughout the working day

Posting Time Using End Day

  1. Once all activities for the day are recorded, click End Day

  2. All recorded activity is posted in a single operation

  3. Time is recorded against each related case automatically

Reviewing Pending Entries via Manage Time

  1. Click Manage Time within the Smart Timer slide-out

  2. The Pending Entries modal opens

  3. Review the daily time target, pending entries count, and posted entries count at the top of the modal

  4. Identify entries by their status indicator:

  • Green – ready to post

  • Red – requires additional information

Filtering Pending Entries

  1. Within the Pending Entries modal, locate the filter controls

  2. Apply the relevant filter:

  • Billable / Non-Billable

  • Status (green or red)

3. The list of pending entries updates to display only entries matching the selected filters.

Completing & Posting an Individual Pending Entry

  1. Locate the entry within the Pending Entries modal

  2. If the entry is red, complete the required fields:

  • Action Type, Case, Duration, Date, Fee Earner, Billing Rate, Activity Type, Description

  • Optionally: Cost Category and Correspondent

3. Review the calculated billing information – units, value per unit, and total amount

4. Click Post to record the time against the related case

5. Use Copy or Delete if you need to duplicate or remove the entry instead

Performing Bulk Actions on Pending Entries

  1. Select multiple entries using the bulk select controls within the Pending Entries modal

  2. Choose the required bulk action:

  • Bulk complete information – apply common required information to every selected entry

  • Bulk post – post all selected entries in a single step

  • Bulk delete – remove all selected entries

3. Confirm the action – the change is applied across every selected entry.

Selecting All Entries for Bulk Review

  1. Toggle the select-all option within the Pending Entries modal

  2. Every pending entry is selected

  3. Enter the relevant information across all selected entries within the review entries section

  4. Post all entries in a single operation once review is complete.


Configuration Options

User Preferences

Users can customise their Smart Timer experience:

  • Set a preferred default case or activity type for new timer sessions

  • Choose default filters in the Pending Entries modal (e.g. show only red entries)

  • Display the Smart Timer slide-out automatically on log-in if preferred

  • Save commonly used filter combinations for quick re-use.

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