About this course

Client & Matter Searches

• Search Locations
• The Matter Review Screen
• Searching for a Client
• Searching for a Matter
• Last 10 Clients & Matters Accessed
• Client & Matter Description Search
• Filtered Client Search
• Dossier Search & CRM Search
• Client Review Screen

Posting Time & Attendance Notes

• The Time Recording Page
• Filling in The Post Time Screen
• Attendance Notes
• Adding & Replacing Default Text
• Saving & Printing the Time Ledger
• Editing, Deleting & Reprinting Time Postings
• Undoing A Posting

The Timer & Time Sheets

• A Guide to The Timer & Time Sheets
• Starting A New Timer
• Pausing & Restarting A Timer
• Starting New Timers on Blank Matters
• Recording Attendance Notes on Current & Blank Matters
• Posting With The Timer
• Selecting Another Timer
• Creating Time Sheets
• Adding Lines to Time Sheets
• Saving & Deleting Time Sheets
• Updating Your Time Sheets

Printing Time Recording

• Printing Time Ledger Cards
• Printing The Fee Earner Summary