Accurately tracking billable hours and effectively managing time is crucial for legal professionals. Lawcus provides a user-friendly interface with multiple methods for adding time entries. Whether you prefer to add time entries from the Activities
, Matters
, Tasks
, or use the +New
icon, Lawcus offers flexibility to suit your workflow. This guide will walk you through each method, ensuring you can seamlessly add time entries and maintain accurate records.
How to Add a New Time Entry
Add a Time Entry from the Activities section
On the left sidebar menu, click on
Activities
.
Click on
New Time Entry
.
Fill in all the applicable timesheet information, such as the
Date
,Duration
,Description
, and any relevantTags
.Once you have entered the necessary information, click
Save
to add the time entry to your records.
Add a Time Entry from the Matters Section
From the left sidebar menu, click on
Matters
and click open the desired matter.On the top bar menu, click
Time
and selectAdd
. Alternatively, you can click onAdd Time
from the options available underQuick Actions
.Fill in all the applicable timesheet information, including the
Date
,Duration
,Description
, and relevantTags
.After entering the required details, click
Save
to create a new time entry.
Add a Time Entry using the +New Icon
Locate
+New
icon located on the top bar.Click on the
Icon
and selectNew Time Entry
from the options.Fill in all the applicable timesheet information, such as the
Date
,Duration
,Description
, and relevantTags
.Once you have provided the necessary details, click on
Save
to add the time entry to your records.
Add a Time Entry from the Tasks option
Click on
Tasks
from the left sidebar menu.Select the task against which you wish to enter the time and click
Create Time Entry
.Fill in all the applicable timesheet information, including the
Date
,Duration
,Description
, and relevantTags
.Once you have entered the required details, click on
Save
to add the time entry to your records.
Add a Time Entry from a Note
Click on
Matters
in the sidebar menu to open the Matters screen.Click on the desired matter to view its details.
In the
Info
section, hover your mouse pointer over theNote
entry. Lawcus will display icons next to the entry.Click on the
Time Entry
icon. Lawcus will create a time entry based on the contents of the note.Note: The entry will be made with a default time of 10 minutes, but you can change this to the actual time spent.
Please make any necessary changes and click the
Save
button to save the entry.
Create time entries using UTBMS codes
On your Lawcus account, you can use UTBMS to make time entries for activities related to each task or matter. For example, adding this code while creating a time entry saves you the effort and stress of inputting long descriptions for the just-completed task or activity. Also, following UTBMS makes you comply with regulatory requirements, if any.
Note: You must have enabled UTBMS codes on your account.
Steps to create a time entry with UTBMS codes
To include UTBMS
codes while making a time entry:
Navigate to
Activities
, then click onNew Time Entry
.Input all the necessary details into the time entry form.
Click the
Activity Category
field and choose a relevant activity code from the drop-down list.Click on the
UTBMS task code
field and locate an appropriate task code from the drop-down list.Click on
Save
to wrap up the process.
Steps to customize the hourly rate per time entry
Before saving the time entry or while updating an existing time entry, click on the Rate per hour
field and add the rate to enter the custom rate.
Note: If you click the letter in the rate field and tap User in the floating window, you'll be able to switch back to the default rate
All that jazz! You can use several options to optimize your timesheet creation process.
FAQ Section
FAQ1: Can a teammate view all the time entries added by other teammates on a matter?
Answer: A team member can get access to specific team activities if the admin gives them the Team Activities
permission in their role.
FAQ2: Can I track time without attaching any client or matter to it, and is it saved for subsequent analysis?
Answer: It is possible to track time without associating it with a matter or client. You can save the tracked time for future analysis by creating an admin matter and adding the tracked time to it.