Firms can track the time spent on each activity for a client, which integrates with accounting tools. Data can be exported or accessed via APIs for detailed billing reports.
You can also generate Excel reports manually from the platform and access data through customised APIs for integration into third-party systems.
Please talk to us if we do not have your particular system.
How to log time
There are two ways to Log time. Click the blue Create button (1) and Create time log in the drop down menu (2).
Or navigate to a specific case and locate the Time Tracking section (1) and click Log time (2).
Fill out the form to log how much time was spent doing one task. You can toggle Add more (3), before logging your time to continue making more time logs.
Once logged, you will be able to see how much time been spent both in the Time tracking overview (1) and in the helpful details in the right static view (2).
Access the global Time Tracking page (3) from the navigation bar. From here you can see all logged time on all your records.
You can filter by client, portfolio, user, or activity to view specific entries or generate comprehensive reports directly or export them to CSV/Excel.
Editing time logs
Click the three dots menu next to the log. Select Edit to edit details such as time, activity, or notes.
Deleting time logs
Click the three dots menu next to the log. Select Delete to remove the entry.
