How to Record Time

From ContactsLaw Documentation

Manual time recording in ContactsLaw offers a precise method for tracking and logging time spent on various tasks, significantly improving billing accuracy and management. This feature enables users to monitor their work in real time, making the process of timekeeping and billing more efficient and transparent.

1. Getting Started

  • Navigate to the ribbon group, proceed to Home and click on Billing.
    Step 1 - Create Invoice.png
  • Dropdown and select "Record Time".
    Step 2 - Record Time.png
  • Once the time recording window opens, the recording will start automatically. You can pause it as necessary.
    Step 3 - Record Time.png

2. Input Details

The below guide will explain the key steps in in the contacts law subscription:

  • Set Date and Start Time: Specify the date and starting time for the recorded entry
    Step 4 - Record Time.png
  • Select the Matter: Identify the matter associated with this time entry.
    Step 5 - Record Time.png
  • Add a Product Instance: Link a product instance related to the matter.
    Step 6 - Record Time.png
  • Include a Description: Provide a detailed description of the work performed during the recorded time.
    Step 7 - Record Time.png
  • Add Members: List any team members who contributed to the task.
    Step 8 - Record Time.png
  • Include Relevant Contacts: Optionally, add any relevant contacts tied to the time entry.
    Step 9 - Record Time.png
  • Attach Documents: Upload any supporting files or documents related to the task.
    Step 11 - Record Time.png

3. Final Steps

The below guide will explain the final steps in creating the to-do in the system.

  • Review the details of the time record you created.
  • Click Save and Close to finalise the time entry.
  • The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
    Step 12 - Record Time.png