Quick Guide: Inserting Time and Expenses

LawRD Team,  

August 7, 2009

LawRD issues reports on demand on 6 entities: Clients, Matters, Rainmakers, Managers, Lawyers and overall firm performance.

For that purpose it is necessary that time spent and expenses on matters are inserted in LawRD. Thus, such data must be input in a quick, simple and swift way.

These were the guidelines presiding the development of LawRD’s user interface, and so making it user friendly for lawyers.

There are 3 ways to input time spent and are found in the Timesheet tab:

  • The Timesheet matrix: by clicking on the cell found on the junction of the client/matter line with the date column,  users insert  the time spent that day and on that matter:

    In case the matter is not yet available, it can be added using the -Add Matter- field.
  • The quick insert box. This box enables an easy way to insert time spent  when the matrix is busy with lots of lines. LawRD, by default, shows the present date as the one in which the matter is being input with the time spent:

Expenses are inputted in the My Expenses tab, and once data is written just click on Create Expense for it to be included in its due matter:

LawRD will display a list of expenses already inserted and their status (approved or not approved):

Label: Quick Guide

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