📍Where to find Time Entry
The Time Entry tool can only be accessed through the Quick Actions card in Case Overview.
If you need help finding Case Overview reference the Case Overview article.
Creating a New Time Entry
To add a new Time Entry:
Click Add Entry
A Time Entries list will pop out from the right hand of your screen
Click the Create Entry button
A dialog window will appear with a form to complete
Filling Out the Create Time Entry form:
Duration (hrs)*
Manual: type the total time (e.g.,
1.3for 1 hr 18 min).Timer: click the Play ▶️ button to start; click again to stop. You can edit the final number.
Matter
Confirm the correct matter (e.g., John Brown Personal Injury Case). Use the dropdown to switch if needed.
Activity category
Pick the category that best fits the work (e.g., Research, Drafting, Meeting).
Date*
Set the date you performed the work (defaults to today; adjust for past time).
Description*
Enter a concise, client-safe narrative of what you did and why (what you reviewed/drafted, for whom, and outcome).
Rate (/hr)* and Billable/Non-billable
Confirm or adjust the hourly rate.
Toggle Non-billable off for billable time (leave it on for internal/admin work).
Save
Click Save Entry to record it, or Cancel/X to discard.
Required fields are marked with an asterisk (*).
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