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Adding Timekeepers to a Matter

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In this illustrious guide you will learn how to add timekeepers to the matters.

If client has grant firm with permission to add timekeepers to a matter, then firm administrator can go to: 

Matters > Open 

LTKB - Adding Timekeepers to matters (Law Firms) (Image 1).png

Select the relevant 'Matter No.'

LTKB - Adding Timekeepers to matters (Law Firms) (Image 2).png

Click on the 'Contacts' tab 

LTKB - Adding Timekeepers to matters (Law Firms) (Image 3).png

Check box next to the relevant staff member under the 'Also Assign' box to add the timekeeper to the selected matter
Click on 'Add Staff' upon completion

LTKB - Adding Timekeepers to matters (Law Firms) (Image 4).png

 

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    1. add
    2. How to
    3. lawtrac
    4. Matters
    5. timekeepers