Where to find Time Entry
The Add Time Entry tool can 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 slide out from the right side 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 (example: 1.3 for 1 hour 18 minutes).
Timer: Click the Play button to start. Click again to stop. You can edit the final number before saving.
Activity Category
Select the category that best fits the work performed, such as:
Research
Drafting
Meeting
Document Review
Date*
Set the date the work was performed. The default is today, but you may adjust for past entries.
Description*
Enter a concise, client safe narrative explaining what was done and why. Include what you reviewed or drafted, for whom, and the outcome.
Rate per Hour* and Billable or Non billable
Confirm or adjust the hourly rate using the dropdown.
To ensure the time entry appears in your logs and reporting:
The Fee Type must be set to Hourly
Select the appropriate hourly rate from the dropdown
If the Fee Type is not set to Hourly, those time entries will not appear when filtering by hourly rate.
Toggle Non billable off for billable time. Leave it on for internal or administrative work.
Save
Click Save Entry to record the time entry, or Cancel to discard.
Required fields are marked with an asterisk.
Downloading Time Entry Logs
You can download your time entry logs for reporting, billing, or accounting purposes.
When downloaded, the file exports as a CSV file.
CSV files can be opened or uploaded into:
Google Sheets
Microsoft Excel
Apple Numbers
Most accounting or billing software
In the example below, Apple Numbers was used:
Once opened in a spreadsheet program, you can sort, filter, and format the data as needed.
To view specific logs before downloading, use the hourly rate dropdown filter and ensure the Fee Type is set to Hourly so the correct entries display.
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