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How to Create Non-Billable Time Entry, Flat Fees, & Expenses in Lawcus?

Create non-billable time, fees & expenses in Lawcus for transparent client relations.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over 2 months ago

In Lawcus, maintaining transparency and fostering a balanced client relationship is paramount. We've streamlined the process of entering non-billable time entries, flat fees, and expenses, making it hassle-free for you to manage your legal matters. This guide will walk you through the steps of adding non-billable entries and how to view them effortlessly.

Note: Non-billable activities will automatically be excluded from the invoice.

Adding Non-Billable Time Entry

  1. There are three ways to initiate the process:

    1. Click the pink + New Button beside the Timer Clock Icon, then select New Time Entry from the available options.

    2. Navigate to the Activities section in the left-side menu and click the New Time Entry button.

    3. Alternatively, go to the Matters section in the left-side menu. Select the desired matter, click the Time Tab in the top bar, and choose Add.

  2. Fill in all the required details for the time entry. Check the Non-Billable checkbox within the Time entry window before clicking on the Save button. Use Save & Add New option to save the entry and add a new entry. Use Save & Duplicate option to save the entry and create a duplicate form to retain some of the details.

Adding Non-Billable Flat Fees

  1. There are three ways to initiate the process:

    1. Click the pink + New Button located beside the Timer Clock Icon, then select New Flat Fee from the available options.

    2. Navigate to the Activities section in the left-side menu, and click the dropdown option next to New Time Entry button and select New Flat Fee from the dropdown.

    3. Alternatively, go to the Matters section in the left-side menu. Select the desired matter, click Flat Fees in the top bar, and choose Add.

  2. Fill in all the required details for the flat fee. Select the Non-Billable checkbox within the Flat Fee window before clicking on the Save button. Use Save & Add New option to save the entry and add a new entry. Use Save & Duplicate option to save the entry and create a duplicate form to retain some of the details.

Adding Non-Billable Expenses

  1. Similar to adding flat fees, you have multiple options:

    1. Click the pink + New Button beside the Timer Clock Icon, then select New Expense from the available options.

    2. From the left-side menu, navigate to Activities, then click the dropdown option next to the New Time Entry button and select New Expense from the dropdown.

    3. Alternatively, under Matters, choose the relevant matter, click on Expenses Tab in the top bar, and select Add Button.

  2. Fill in all required expense details. Before proceeding, remember to select the Non-Billable checkbox within the Expenses window, and finally, click on the Save button to complete the process. Use Save & Add New option to save the entry and add a new entry. Use Save & Duplicate option to save the entry and create a duplicate form to retain some of the details.

Viewing Non-Billable Entries

  1. Go to the Activities section and locate the Filter button.

  2. Choose the desired activity type within the filter options to narrow your search or you may click on the Time Entries, Expenses, or Flat Fees tabs separately to quickly filter the data.

  3. Further, refine your search by selecting the appropriate Billing type to view the non-billable entries you're interested in.

View and manage non-billable entries using the filtering options, allowing you to maintain a clear overview of your legal activities.

Related Articles
How to Add a New Time Entry in Lawcus?
How to Add or Record Expenses in Lawcus?
How to Add Flat or Fixed Fees?
Displaying Non-Billable Activities on Lawcus Invoices
Non-Billable Expenses by Matter Report
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