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First you will be able to log time from the quick add button in the main menu -> Log time.
You will be able also to log time by simply clicking on the ID or name of the Litigation case → Go the Time Logs tab → Click on the actions button → Log time.
The following window will appear:
There are 5 mandatory fields: Type, Matter/Task, Date, Effort and client.
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You can also log time automatically by enabling the timer embedded inside App4Legal. Click on the timer available in the main menu → Start Timer.
Choose if you start the timer on a task or matter, select the matter name or the task name based on the type, choose a category and add comments if needed then click on the start timer button.
Once you are done, you will be able to pause the timer or end the timer.
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You can also record a new expense to a Corporate matter or a Litigation Case. You can do that from the Quick add button and the select expense.
You can also do so by simply clicking on the ID or name of the Litigation case or corporate Matter → Go to the Expenses tab → click on the actions button →Record expense.
There are 5 mandatory fields: Expense category, payment method, paid through, amount and paid on.
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- Paid Through Account: The Account that appears as per the Payment Method. Accounts can be added on the fly via the Add account hyperlink. The Add account form will provide users the possibility to add Accounts of type Cash, Bank and Credit Card using this link.
- Amount
- Balance: After choosing the Paid Through Account, the system will automatically display the Balance of the Account for information.
- Exchange Rate: Exchange Rates will be used only in case the Paid Through Account's currency is different than that of the Entity.
- Paid On date
- Inclusive Tax
- Comments
- Reference#
- Supplier: Looks up from the list of Suppliers
- Related Matter: If Expenses Are Recorded directly from the Related Expenses tab in a matter form, then the matter comes selected by default.
- You can relate to task, Hearing or Event if needed.
- You can choose if Internal or Client. When the Client is chosen, it could then be either Billable or Non-Billable
- Upload Document: Any attachment related to the Expense such as vouchers or similar. The Attachment can then be tracked in the Related Documents tab of the Expense.
Once you record all the expenses related to a Corporate Matter or a Litigation Case, you can preview all the expenses in the grid and you have the option to export them into a spreadsheet for other reporting purposes.
Thank you!
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