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