Objectives
- Add time entries( Manually, use Timer)
- Manage Time entries ( Track time entries, Reports, Dashboards, Invoice time entries..)
Steps
In App4LegalLEXZUR, you have convenient access to efficient time management is at your fingertips with through the Time Entries feature. This dynamic versatile tool allows empowers you to log record time entries for various aspects across different facets of your legal work, including encompassing Matters, Tasks, and Contracts. The Time Module serves as your central hub for all time-related activities.
You have the flexibility to record your time manually by adding detailed time logs or opt for the convenience of automatic tracking using the integrated timer within App4Legal. Navigating to the Time section in the navigation menu provides access to a comprehensive list of all time entries, granted you have the necessary permissions. Alternatively, you can view your personal time entries, complete with comprehensive details.
From this grid, you can track the list of time logs, and search for time logs based on advanced criteria. Searching for specific time entries is a breeze, with the advanced filter options. For example, you can get the list of time entries logged by a particular user for the last month, or based on Client name, time category, related matter, and so on. You can even export the time entry list to Excel for detailed reporting.
You have the flexibility to record your time manually by adding detailed time logs or using the integrated timer within LEXZUR for automatic tracking.
Adding time entries is incredibly versatile. You can create new entries directly from the Time Module, providing a visual calendar to track billable and non-billable hours efficiently.
Additionally, you can add time entries on the go using the Create button or directly from the dedicated time entries tab within Matters or Contracts.
Mandatory fields for time entry include the type (Matter, Task, or Contract), the associated item name, the date (automatically set to the current date), and the effort in hours. If it's a billable entry, you'll also specify the related client name. Beyond the essentials, you can include additional details like category and status. Time entries can be categorized as billable or non-billable, making it simple to invoice clients later for billable hours.
Administrators can associate the time entry with a specific user and set a user rate per hour. This rate can be calculated based on various factors, including the rate per case or contract, rate per user, or a default entity value.
For a seamless tracking experience, App4Legal LEXZUR offers an embedded timer. Start, pause, stop, or end the timer as you work, and your tracked time will be added to the list of time entries for the corresponding Matter or Contract.
Moreover, time Time entries are closely integrated with the Billing Module, making it effortless to invoice clients for billable hours.
Therefore, under the Billing Module, you can also track the Time entries.
Billable Time Logs could be included later on in client invoices.
Additionally, you can generate insightful Time ReportsGenerate insightful reports, including Key Performance Indicator (KPI) reports.
Navigate to the Reports Module, you will find a list of predefined time entry reports that are ready to be used, such as Time Entries By Matter, Time entries KPI reports, and so on.
Lastly, you can and visualize time entry data in dynamic dashboards with informative charts through the Time Entries Dashboard.
App4Legal empowers you to manage and maximize your time effectively, ensuring that every moment dedicated to your legal work is accounted for and optimized.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
