Bulk Update lets you update multiple activities at once, rather than editing each activity individually. Select the activities you want to modify, choose the fields you’d like to update, and apply the changes to all selected activities in one action.
Who can use Bulk Update?
Bulk Update permissions depend on the user’s role.
Role | Bulk Update | Download | Delete |
Owner | Yes | Yes | Yes |
Admin | Yes | Yes | Yes |
Member | No | No | No |
Co-counsel | No | No | No |
Client | No | No | No |
Custom Role | Only if Bulk Update permission is enabled | No | No |
Important:
Bulk Update is enabled by default for Owners and Admins.
Members, Co-counsel, and Clients cannot access Bulk Update.
Custom roles can use Bulk Update only if the Bulk Update permission has been granted.
Download and Delete are available only to Owners and Admins.
If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.
Activities that have already been invoiced cannot be edited, downloaded, or deleted using Bulk Update. They are automatically excluded from bulk actions, and you’ll be notified of how many entries were skipped.
Every Bulk Update action requires you to acknowledge that the changes are irreversible before you can proceed.
Activities Supported by Bulk Update
Bulk Update is available across the following Activities tabs:
All Activities
Time Entries
Expenses
Flat Fees
The available fields vary depending on the activity type you are updating.
How to Bulk Update Activities
Open the Activities tab you want to update.
Select the checkbox beside each activity.
Once activities are selected, the Bulk Action Bar appears at the bottom of the page.
Choose either Edit to update multiple fields or select a Quick Edit option to update a single field.
Make your changes.
Select I acknowledge the irreversible nature of this action.
Click Update.
Update Multiple Fields
The Edit option opens a dialog where you can update multiple fields at the same time.
Only the fields you complete will be updated. Any field left blank keeps its current value for each selected activity.
The available fields depend on the selected activity type.
Time Entries | Flat Fees | Expenses |
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Apply Discounts
You can apply discounts to multiple Time Entries using the Discount Quick Edit.
Choose one of the following options:
Percentage
Enter a percentage to apply the same discount across all selected entries.
Fixed Amount
Enter a dollar amount to apply the same discount to each selected entry.
Bulk Update Mixed Activity Types
The All Activities tab allows you to select a combination of:
Time Entries
Flat Fees
Expenses
Since these activity types don’t share every field, the Edit dialog displays only the fields common to all selected activities.
This ensures your updates apply correctly across mixed activity types.
Download Activities
Owners and Admins can download selected activities using the Download option in the Bulk Action Bar.
Invoiced activities are automatically excluded from the download.
Delete Activities
Owners and Admins can permanently delete selected activities using the Delete option.
Invoiced activities cannot be deleted and are automatically excluded.
This action is unavailable to all other user roles, including custom roles with Bulk Update permission.
Good to know
Blank means keep. In the Edit modal, any field left blank keeps each entry's existing value.
Invoiced entries are protected. They're excluded from editing, Download, and Delete, and you'll see how many were excluded.
Acknowledgment is always required. Every bulk action asks you to confirm its irreversible nature first.
Fields vary by tab. Time Entries, Flat Fees, and Expenses each show the fields relevant to them
Where Bulk Update is Available
Bulk Update works consistently across all Activities tabs, including:
All Activities
Time Entries
Expenses
Flat Fees
Each tab displays the Bulk Update options and editable fields relevant to that activity type.