Law firms manage time entries in different ways. Some have a manager vet and approve time entries, and others do not have a review process. Whatever your law firm's approach to timesheet management, our workflow functionality is powerful and flexible enough to accommodate it.
Automating a time entry action
To create a workflow that automates time entry:
Click on
Automation
from the left side menu.Click
+ Add Workflow
to add a new workflow.Add the
Name
andDescription
of the Workflow.Set up the
Trigger
, then click onContinue
.
Choose the
Create Time Entry Action
, then click onNext
.
Set up the time entry action by providing all necessary details, then click
Save
. It is as simple as that.