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
There are three ways to initiate the process:
Click the pink
+ New Button
beside theTimer Clock Icon
, then selectNew Time Entry
from the available options.Navigate to the
Activities
section in the left-side menu and click theNew Time Entry
button.Alternatively, go to the
Matters
section in the left-side menu. Select the desired matter, click theTime Tab
in the top bar, and chooseAdd
.
Fill in all the required details for the time entry. Check the
Non-Billable
checkbox within the Time entry window before clicking on theSave
button.
Adding Non-Billable Flat Fees
There are three ways to initiate the process:
Click the pink
+ New Button
located beside theTimer Clock Icon
, then selectNew Flat Fee
from the available options.Navigate to the
Activities
section in the left-side menu, and click the dropdown option next toNew Time Entry
button and selectNew Flat Fee
from the dropdown.Alternatively, go to the
Matters
section in the left-side menu. Select the desired matter, clickFlat Fees
in the top bar, and chooseAdd
.
Fill in all the required details for the flat fee. Select the
Non-Billable
checkbox within the Flat Fee window before clicking on theSave
button.
Adding Non-Billable Expenses
Similar to adding flat fees, you have multiple options:
Click the pink
+ New Button
beside theTimer Clock Icon
, then selectNew Expense
from the available options.From the left-side menu, navigate to
Activities
, then click the dropdown option next to theNew Time Entry
button and selectNew Expense
from the dropdown.Alternatively, under
Matters
, choose the relevant matter, click onExpenses Tab
in the top bar, and selectAdd Button
.
Fill in all required expense details. Before proceeding, remember to select the
Non-Billable
checkbox within the Expenses window, and finally, click on theSave
button to complete the process.
Viewing Non-Billable Entries
Go to the
Activities
section and locate theFilter
button.Choose the desired activity type within the filter options to narrow your search or you may click on the
Time Entries
,Expenses
, orFlat Fees
tabs separately to quickly filter the data.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.