Reports – Staff and Rates

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more

Timekeeper – Hourly Cost

VIDEO: This tab defines and lists the Hourly Cost records of a Timekeeper: Select the Staff/Professionals tab under Account.   Select the Timekeeper you wish to edit permissions for (example below).   Select the Hourly Cost tab.   Select the New Hourly Cost link to create a new record   Read more

Enable Commissions

PURPOSE & BENEFIT: Enable commissions to allow Timekeepers to earn specified percentages on Projects/Matters. Commission based plans use preset factors to weigh each attorney’s contributions to the firm. Firms can accurately measure the work production of each attorney with a comprehensive legal billing system. To enable commissions at the firm Read more

Timekeeper – Profile

PURPOSE & BENEFIT: This page is only available to Administrators to store Timekeepers billing information. You can specify basic billing details under the Timekeepers such as their contact details, default billing rates, LEDES, commissions etc. These details will then be applied when Time and Expense entries are made and billed. VIDEO: Read more

Timekeeper – Contact

PURPOSE & BENEFIT: This page is only available to Administrators to store Timekeepers contact information. You can store basic contact details under Timekeepers which can be used by administrators to access at any given time. VIDEO: Enter the Timekeeper’s contact information here: Select the Staff/Professionals tab under Account.   Select the Timekeeper Read more

Timekeepers Setup

PURPOSE & BENEFIT: This page is only available to Administrators to store Timekeeper information and define accessibility for the user. You can specify basic billing details for the Timekeepers (contact details, default billing rates, LEDES, etc) whilst also protecting data privacy by limiting access for those users whom you do not Read more

Abbreviations

Purpose & Benefit: TimeSolv allows users to create abbreviations for frequently used sentences which can be used later on in the description of time or expense entries. These abbreviations can be used both for the online time entry or with TimeSync. Abbreviations can be created both at a firm level and Read more

Time and Expense Approvals

PURPOSE & BENEFIT: The Time and Expense approval system enables you to configure settings which allow project managers or staff managers to approve time and expense entries according to your business processes. TimeSolv allows you to dictate approvals for entries created against certain Matter/Projects, or entries created by certain Timekeepers. Reviewing your employees’ work Read more

Timekeeper – Permissions

PURPOSE & BENEFIT: This page is only available to Administrators to define accessibility for the user. You can protect your firms’ data privacy by limiting access for those users whom you do not want to grant full access to firm-wide settings and data. VIDEO:   Select the Staff/Professionals tab under Account. Read more

Staff Member Groups

Purpose & Benefit: You can group your Timekeepers under customized group names and provide a description of the group for its purpose/specificity. These groups can be used in our robust Reports section, where you can pull reporting data under various categories for a specific group of Timekeepers that you have Read more