Getting Started

The first step is the most important: the client administrator invites firms to connect and share matters. After a firm has shared matters with you, you can track spending and run reports to help you take control of billable hours.

Some common tasks include:

• Viewing matters
• Viewing entries
• Searching for firms, matters, engagements, etc.
• Setting up notifications
• Running Reports
• Connecting to a firm (available for administrators only)
• Sending a question about a time entry
• Comparing data points and works-in-progress on Data Explorer
• Configuring widgets on the Dashboard to create a custom overview of important data