How to Easily create Non-Billable Time Entry, Flat Fees, and Expenses in Lawcus?

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.

Adding Non-Billable Time Entry:
1. There are three ways to initiate the process:

a. Click the pink “+” button located next to the timer, then select "Add Time Entry" from the dropdown.
b. Navigate to the "Activities" section in the left-side menu and click the "Add Time Entry" button.

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

2. Fill in all the required details for the time entry. Crucially, check the "Non-Billable" checkbox within the Time entry window before saving.

Adding Non-Billable Flat Fees:

There are three ways to initiate the process:
1. Click the pink “+” button located next to the timer, then select "Add Flat Fee" from the dropdown.
2. Navigate to the "Activities" section in the left-side menu, and click the "Add Flat Fee" button.
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."
Fill in all the required details for the flat fee. Crucially, check the "Non-Billable" checkbox within the Flat Fee window before saving.
Once all details are completed, click the "Save" button to confirm the addition of the non-billable flat fee.

Adding Non-Billable Expenses:

Similar to adding flat fees, you have multiple options:
1. Click the pink “+” button next to the timer, then select "Add Expense" from the options.
2. From the left-side menu, navigate to "Activities," then click the "Add Expense" button.
3. Alternatively, under "Matters," choose the relevant matter, click on "Expense" in the top bar, and select "Add."
Fill in all required expense details. Before proceeding, remember to check the "Non-Billable" checkbox within the Expenses window.
After confirming all expense details, click "Save" to add the non-billable expense entry.

Viewing Non-Billable Entries:

Go to the "Activities" section and locate the "Filter" button.
Choose the desired activity type within the filter options to narrow your search.
Further, refine your search by selecting the appropriate billable type to view the non-billable entries you're interested in.

By following these steps, you can easily input these entries while maintaining the utmost transparency and professionalism in your client interactions. Effortlessly view and manage non-billable entries using the filtering options, allowing you to maintain a clear overview of your legal activities.