At LeanLaw, we grasp the time-tracking struggle, whether you're a small or large firm. How do you guarantee your time turns into billable hours? We've got you covered with multiple smart ways to make it happen. Dive in and discover how!
Enter time on the Calendar
In LeanLaw, there are several different ways to track time. The first is via the Calendar:
Click (and drag) on the Calendar line
To create a time entry from the calendar, click a line on the calendar date and the Time Entry box will pop up.
Note: You can also click + drag down the line of the calendar to select a range of time.
Use the Description section to add a description that can be viewed in an invoice.
Use the Notes section to leave internal notes that can be seen by your firm in LeanLaw but will not show in the invoice.
Example: Billing a time entry in a separate invoice than the usual batch, or needing to track entries that need further edits.
Select what billing type the entry will be:
Billable: Regular, billable hours
Non-billable: time you want to track but don't want to charge for
Fixed Fee: time dedicated to a fixed fee matter, maintain transparency and scope with your clients
Once you have completed your Time Entry, click the green Save button to save it.
Timers
Want to track how much time you're spending on a specific matter but don't know the end time yet? Right on the calendar page you'll get the option to start a timer.
You can start a new timer and enter the client, matter, and description to track what you're working on. Snippets can be extremely helpful to streamline your workflow, so give those a try!
Once you're done working, you can click the pause button to pause the timer.
You can always edit your timer by selecting the "Adjust Time" dropdown, where you can add or remove hours or minutes.
To save the time entry, you can press the save 💾 icon on the top of the timer.
If you'd rather keep the timer to continue your work later, you can create multiple timers and press the play ▶️ icon on each to continue tracking your time for each matter.
Another alternative is via the Time Entry tab, where you can create bulk time entries:
Time Entries Tab
Enter Time
To enter a Time Entry via the Time Entries tab, click the green Create Entry button on the left menu and fill in the information.
Once all areas are completed, you will see the green Create Entry button at the bottom of the left menu. Click that button and you will create your Time Entry.
The best part is that the details entered in the Time Entries will be saved, allowing you to easily and quickly create entries for the same Client and Matter.
Insight View
Want to get a visual of your productivity? The insight view at the top right of your Time Entries page will give you a bar graph to show how many hours have been worked, how many time entries were done, and matters worked. You can even export this information in several formats!
See the breakdown per day- hover over each bar to see the details, or scroll down on the page to see each time entry.
Want a brief summary? Scroll down to the bottom to see the Summary of your time entries.
Classic View
If you prefer a view without all the visuals, you can always switch to the Classic View at the top right of the page. This will provide you with the time entries and summary, with the option to export as a .CSV.
